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Provide multiple layered sorting
When viewing any list, we can sort only by one field. We need to see multiple layers of sorting, for example sort first by charge description THEN within that group sort by date (or amount or name etc.)0
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Hidden Note fields on any transaction
There should be a field for notes/comments, viewable only to billing clerks, on every transaction. this would be to record add'l info when necessary. Would not necessarily need to flow through to GL. -
Hold Codes should include the ability to restrict access to Billing Statements
Billing Managers can restict access, via hold codes, to a number of academic features, but access to Billing Statements is not one of them. This should be an option.0
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Positive balance with added charges
When adding a charge to a student with a positive balance, the system automatically applies remaining credits and/or payment records to this new charge. We would like the ability to disable this feature, to manually assign which credits (if any) a...4
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At the top level, view financial aid for several years at the same time, similar to payment plans.
Being able to see a one-line summary of payment plans for multiple years is very useful. Being able to see a one-line summary of financial aid (with drill-down options) for multiple years would be even more useful. We are constantly reviewing indi...0
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Have a refresh options for payments that come thru BBMS if a student hasn't been enrolled but payment arrived
Most BBMS payments automatically apply for students automatically apply in the students record, however on occasion if the admissions depart doesn't get the student enrolled prior to the payment arriving it has to be entered manually. I'm just loo...0
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Enrollment deposits should not show as "not applied", especially after they have been generated.
Since enrollment deposits generate credits which are then applied, the status pair of "Not applied" and "Applied" does not make sense. A more useful status pair would be "Not generated" and "Generated". -
Enter payment on student account > being applied 50 / 50 to sibling
If you go to a specific student profile and want to add payment, why is Billing Management trying to split the payment between siblings? I specifically went into a student account. I want to apply the payment to that student only. It should not au...1
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Allow application of payment to latest transaction
Currently the options are auto apply to the oldest transaction or no auto apply (manual - not efficient). There should be an option to auto apply to the newest transaction. -
Recent Payments should allow user ID of student as a column
There should be a column for user ID of the student, not just user ID of the payor.