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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...0 Needs review
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Display Fee Name in Biller's Profile Activity Transactions
When go to a biller's profile, check Activity, work with transactions, the screen displays date, type, details... It would be helpful to display the Fee Name as a column, esp. for miscellaneous fees. -
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 payment or credit application to specific charges when process in batch
We can select auto-apply payment/credit or do not auto-apply. However, we cannot tell the system to apply payments/credits to a specific charge when add them to a group. We still need to go into each biller's profile to make changes. This is not e... -
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. -
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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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 ... -
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...0 Needs review
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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. -
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