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Add Note or Comment to Add Transactions to group
It would be great if we could add a note or a comment to a batch of transactions either in the Add workflow or in the Process History (Results or Drafts) as there are sometimes additional internal information that is important to record regarding ...0 Needs review
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Add Attachment to Add Transactions to group
There are times when I want to review my source data for importing charges, credits, payments. It would be great to be able to add attachments to the "Add to group" workflow either during the workflow of add to group OR in Process History in eithe... -
Inactivate Alumni and Past Students whose accounts are paid up in full
1).Statements are still generated every time parents with current and past / alumni students select "View Statement". They find it frustrating when they have to scroll through multiple statements of students no longer at the school to see the stat...0 Needs review
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Add notes section to Enrollment Deposit
Some families have unusual payment methods for the enrollment deposit and a notes section will help make that clear. There may be a credit already on the account that was applied. They may have submitted payment through merchant services but it fa...0 Needs review
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Edit a payment - paid by field
We added an in-School payment and assigned it to a third-party payer, but we should have assigned the payment to a portal record instead (tuition was paid by a grandparent for whom we've created a portal record with parental access). We wanted to ...0 Needs review
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Provide multiple layered sorting
When viewing any list, we can sort only by one field. We need to see multiple layers of sorting, for example sort first by charge description THEN within that group sort by date (or amount or name etc.)0 Needs review
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Hold Codes should include the ability to restrict access to Billing Statements
Billing Managers can restict access, via hold codes, to a number of academic features, but access to Billing Statements is not one of them. This should be an option. -
Unenroll Bulk Advisees
We should be able to unenroll multiple students just as you can enroll group for Advisory.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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Add User Id to Student Profile Header and to all lists
When importing charges to a group, the user id is required in the import file. But the student's user id is not visible anywhere in Billing Management. Billing clerks need to switch to Core to find the user id. Even when viewing lists of recent ch...