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Hidden Note fields on any transaction
There should be a field for notes/comments, viewable only to billing clerks, on every transaction. this would be to record add'l info when necessary. Would not necessarily need to flow through to GL.0 Needs review
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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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At the top level, view financial aid for several years at the same time, similar to payment plans.
Being able to see a one-line summary of payment plans for multiple years is very useful. Being able to see a one-line summary of financial aid (with drill-down options) for multiple years would be even more useful. We are constantly reviewing indi...0 Needs review
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Positive balance with added charges
When adding a charge to a student with a positive balance, the system automatically applies remaining credits and/or payment records to this new charge. We would like the ability to disable this feature, to manually assign which credits (if any) a...4 Future consideration
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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. -
How to handle NSF check
There is no way to handle an NSF check. You can mark it as a "failed payment" but then it won't show up to "handle" the failed payment so it stays on the account as a credit. We should be able to "handle" the failed payment after we mark it as a f...1 Already exists
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Remove 'Payer' as a mandatory field
While identifying who paid is an important field, it should not be a required field. Making this a required field means we have to add these details to the excel file when doing a batch import. Furthermore, in most cases, who is the payer is not i... -
Adding a project code to a charge or credit
Currently the only way to add a project code to a charge or credit is to enter the charge or credit and then go to the student transactions and edit each record to include the project code. When adding 20 charges in a group it entails going throug...3 Needs review
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Save or Autosave Transaction Screens
In Student Billing, data entered using Fast Charge can be saved and removed after processing. Billing Management does not have this feature to allow work in progress to be saved and changed later. When manually add charges/credits to a group (not ...0 Needs review