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Retain Billing Management parental access to Past students/alumni/graduated students
Students leave/graduate with balances, parents still need access to pay those balances.1 Already exists
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Restore SB7 individual student functionality of generating charges
BMS needs to move away from being a payment platform to an actual billing subledger to the general ledger. We need the ability to generate charges and credits on an ad hoc per student record basis, not just bulk generation or automatic generation ...0
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Limit Payment Plans displayed on student page to only enrolled years
On the student record screen, every student shows a payment plan link for every year we've been using BBBM. This takes up a lot of space, and the links for earlier years when the student wasn't enrolled are useless. Further if the payment plan lin... -
View all user tabs for all users - even if not marked as parents or responsible payers.
There are people in Core as family members who should not have access through the school portal but who make payments, and are included as payers on the student record in Billing Management. However, in Billing Management we cannot see all their t...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... -
Inactivate Alumni and Past Students whose accounts are paid up in full
1).Statements are still generated every time parents with current and past / alumni students select "View Statement". They find it frustrating when they have to scroll through multiple statements of students no longer at the school to see the stat...0
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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.) -
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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How to handle NSF check
There is no way to handle an NSF check. You can mark it as a "failed payment" but then it won't show up to "handle" the failed payment so it stays on the account as a credit. We should be able to "handle" the failed payment after we mark it as a f...1 Already exists