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Make lists/pages "sticky"
When drilling down from a list to any kind of record/detail, then returning to list (clicking browser back arrow), you should be returned to the page/settings where you were in the list. Currently you are returned to page 1 of the list, before any...3 Shipped
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Notes need to be pulled into a list or report.
The notes section added to Billing Management is good but it is not very helpful if it cannot be pulled in a list or report. It needs to be able to be included in some type of query form.0 Shipped
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Keep billing view for incoming students that have been withdrawn
We have students that have paid a deposit or other non-refundable fees and then they change their mind before school starts. We have to take them out of the incoming student status in CORE, which deletes the billing record for any forfeited fees.1 Shipped
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Charge default fees only if they are included in the contract - or force include them in the contract.
Currently default charges are charged to all students who accept contracts, even if the default charge was not included in the contract. This means that if an organization sets up default charges, families can be automatically charged for items wh...0 Shipped
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To add student status in Billing Management
Please add the student status (i.e. Student, Past Student, etc. etc.) in Billing Management I know it shows in Enrolment Management whenever we pull a record, but we need to see the student status when a record is pulled up in Billing Management. ...0 Shipped
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Bulk Upload Payments
For and consistent payment like payroll deductions...similar to being able to schedule them as we did in Student Billing. Not being able to do this has me individually adding and applying to 50+ employees every 2 weeks which is not efficient.1 Shipped
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Add Credits to top tab where payments and charges are.
The current billing management has tabs for Overview, Recent payments and Recent charges etc but credits are in a different place under Tasks. It would be more efficient to have a tab for the Recent Credits too with the same features as the Recent...0 Shipped
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Miscellaneous Fee Name in alphabetical order option
Please could the drop down boxes of the miscellaneous fee name be in sorted in alphabetical order for "Charge for" or "Credit for". Currently it is all muddled up which slows down the data entry looking for the fee name in the list. -
Import charges/credits to past students and alumni records
Previously, the add charges/credits to a group feature allowed batch import to any records. Now it only works with the current student records. We need to use this feature regularly to import charges/credits to all kinds of records. Otherwise, we ...2 Shipped
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Add media files to student record
You should be able to upload pertinent emails or other PDF files to the Student record. Right now you can only save notes.1 Shipped