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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.0 Needs review
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Deleting Unposted Charges - Select All should select all, not 20 at a time
ISSUE: When you go to Current Charges and search for a Charge you want to delete, "Select All" only selects the charges on the current page (20 max). SOLUTION: When you "Select All" it should select ALL charges not just the 20 on the first page. I...0 Needs review
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Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.1 Needs review
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Have the full student name on each billing page
The student name is not consistent on each of the billing pages. Sometimes it's the first and last name, sometimes it's the preferred name and last name. Please could we have the full name (first, preferred, last) in all cases as we have students ... -
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... -
Add a setting for billing status
In Student Billing, we can set up billing status (active, inactive, on hold) for accounts. Queries can be created based on the billing status, so we can perform different tasks such as sending statements and collect from active accounts only. Inac... -
3rd Party payer option missing on all payment screens - inconsistent
The 3rd party payer is available on the drop down when entering a group of payments but not when entering by student. Also on the payment tab on a student record the 3rd party payer is not listed. -
Have a refresh options for payments that come thru BBMS if a student hasn't been enrolled but payment arrived
Most BBMS payments automatically apply for students automatically apply in the students record, however on occasion if the admissions depart doesn't get the student enrolled prior to the payment arriving it has to be entered manually. I'm just loo...0 Needs review
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Enrollment deposits should not show as "not applied", especially after they have been generated.
Since enrollment deposits generate credits which are then applied, the status pair of "Not applied" and "Applied" does not make sense. A more useful status pair would be "Not generated" and "Generated".0 Needs review