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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 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 Planned
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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... -
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 ...0 Planned
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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. -
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... -
Ability to Enroll Incoming Students beyond next year
There is a limitation current where "The School Year in the import file must be the current or next school year. Years greater than the next year cannot be imported." BBM should have the ability to enroll beyond next year as there may be enrolment...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. -
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