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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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Extended Care please
It would be nice for billing Management could have extended care options like tuition management for those who do not have both0 Needs review
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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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Change module view of current student
When looking at a student record in Billing Management (or any module), have the ability to shift the view of that record to another module (for example, the core view of the same student), with one click. -
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 In those cases, they are withdrawn back to being "Past Candidates", because they were never actually students.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 Needs review
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Recent Payments should allow user ID of student as a column
There should be a column for user ID of the student, not just user ID of the payor.1 Needs review
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Adding charges for incoming students based on grade
If you are adding a charge to incoming students based on grade, it will not work, since technically new students do not have a grade. However, if you do an import by group, and incoming students are included, the charge will look like it processed... -
Retain Billing Management parental access to Past students/alumni/graduated students
Students leave/graduate with balances, parents still need access to pay those balances. -
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 Needs review