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Allow Preview before Processing
The system setup does not have Preview feature. It carries out commands blindly. For example, when batch assign statement recipients, we cannot see a list of records that will be processed in order to select or deselect records we want or don't wa...0
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Add Note or Comment to Add Transactions to group
It would be great if we could add a note or a comment to a batch of transactions either in the Add workflow or in the Process History (Results or Drafts) as there are sometimes additional internal information that is important to record regarding ...0
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Add Attachment to Add Transactions to group
There are times when I want to review my source data for importing charges, credits, payments. It would be great to be able to add attachments to the "Add to group" workflow either during the workflow of add to group OR in Process History in eithe... -
Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.0
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Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit2 Already exists
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Add a feature to reverse full or partial charge and auto-create reversing entries
It would be helpful and efficient to have a feature to reverse charges. This was available in Student Billing. What it does is that when open a charge, use reverse full or partial charge, credits and reversing entries will be created to offset the... -
Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits. -
Payment Source
Currently the "Source" of a payment is a mandatory field of "In-Person" or "Phone". We don't have a use for this information but would like to be able to use this field to add our own payment sources such as the bank or payment software the paymen...1
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Allow tax documents to be uploaded, viewed or downloaded on the portal
We issue child care receipts to eligible families every year. Right now, these need to be printed and mailed to families. Can we have a section under biller's profile for tax documents and upload the documents as pdf files to the portal for users'... -
Allow auto-apply or apply all when manually apply available credits/payments
When manually apply available credits/payments for individual records, we need to select each charge and enter the amount. Can a function of auto-apply or apply to all be developed? So we can click this then the credits/payments will be applied to...