-
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
-
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...0 Planned
-
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. -
Staff should be able to view and edit past candidate transactions.
Sometimes incoming students cancel at the last minute, before they actually attend school. In those cases, they are withdrawn back to being "Past Candidates", because they were never actually students. This often leaves unhandled charges on their ...0
-
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... -
Retain Billing Management parental access to Past students/alumni/graduated students
Students leave/graduate with balances, parents still need access to pay those balances.1 Already exists
-
Restore SB7 individual student functionality of generating charges
BMS needs to move away from being a payment platform to an actual billing subledger to the general ledger. We need the ability to generate charges and credits on an ad hoc per student record basis, not just bulk generation or automatic generation ...0
-
View-only access to Billing Management.
There should be a role option that permits view-only access to student accounts. Registrar staff need view-only access to answer family questions. Finance staff who handle reconciliation should only be allowed view-only access as a separation of r... -
Ability to add staff and organization records for billing
Billing Management only allows records set as student (incoming, current, alumni) type, not staff or organization records. Our billing clients are not only students and parents, but also staff and organizations. We need to process charges and cred... -
Ability to manually edit Payment Plan
it would be super useful now as the payment plans are not getting calculated correcly in general. Even if this was fixed we have many families who need some type of adjustment to their plans.1 Planned