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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 Needs review
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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 Needs review
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Unenroll Bulk Advisees
We should be able to unenroll multiple students just as you can enroll group for Advisory.0 Needs review
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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. -
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 Needs review
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Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...1 Needs review
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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... -
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 Needs review
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Make changes to transactions after posted
We were informed that you can go back and make changes to previous transactions but were never told we can not make changes after they are posted. We need to be able to make changes especially to payments.0 Needs review
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Allow more options for Notes and Actions
Notes and Actions do not record/save the person's info as to who added the notes or assigned the actions. Actions only have due dates, not initiation dates. We cannot add one note or assign one action to multiple records in bulk. Instead, we need ...