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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.2 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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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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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 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... -
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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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... -
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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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 ... -
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.