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Rearrange fields on Add Charge
The fields on the Add Charge screen are in a difficult order. Compare the the Add Credit screen, where they are laid out in the order then need to be filled in.0 Needs review
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Modify Late Fee calculation methods and formulas
Currently, there's only one method to calculate late fees, i.e. past due balance x late fee%. Can more methods be added, such as to calculate based on past due balance x late fee% x # of outstanding days? In Student Billing, there are at least 3 m...1 In Progress
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Add Post Status Field to Add Charge or Add Credit Pages
When add a charge or add a credit, Post Status field does not show on the pages (system defaults to Not yet posted). There's no selection for Post Status (Not yet posted, Do no post, Posted). The Post Status field only shows up when add charges or...0 Needs review
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Allow student to make payments on student account
Sometimes a student will use their own credit card or debit card to pay for items on their student account. Currently as the parents are the only ones who are listed as statement recipients, we get an error when putting in the student name as the ...1 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 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 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 ... -
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... -
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 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.