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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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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... -
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...0 Needs review
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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...1 Needs review
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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 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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Allow Preview before Processing
The system setup does not have Preview feature. It carries out commands blindly. For example, when batch assign statement recipients, we cannot see a list of records that will be processed in order to select or deselect records we want or don't wa... -
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.