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I would like to see more options for columns on the Aged Receivables Report to be able to sort the exported file into smaller groups. I would like to choose just students with a specific value in a custom field but school program may also be helpful and possibly others.
This would be helpful if you needed to follow up on account status of a specific group rather than every account. Or possibly different staff have responsibility to follow up with different groups of students.1
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Add a column for GL distribution value in the recent payments, recent charges screens
All tuition shows on the recent payment or recent charges screens as "Tuition" in the "charged for" or "pays for" columns. However, we have set tuition to post to different GL distribution accounts based on what school lever the student is at. We ...0
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Add additional filter options on transaction list
Please add additional filters for amount remaining for transaction and payment plan it's applied to would be helpful.0 Planned
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Reporting in the transaction listing
When I create a report in the transaction, and wanted to delete the report, there is no way i can delete a report that I use it for experiment. It would be good to be able to delete a report that is no longer useful.0
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Ability to add additional payment type
We would like to be able to add in additional payment types more specific than :Other"....Wire, BNGN, etc. this would help with reconcillitation0
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Allow lists to include Last name and first name separately
Names are typically presented as one field, "First Last". This is not a helpful configuration for sorting purposes. This is actually across all modules not just Billing Management.1 Planned
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Add fee type as an available column in transaction lists
Currently, it seems that the only way to get fee types in an exported list is from Recent Charges on the Billing Management home page. The problem is that in recent charges you cannot see any credits that are issued to student accounts. For that y...0
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Bill Codes
Add a field where you can place a bill code for a student in a given school year. Also allow this bill code to be used in reporting as well as assigning charges.0
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Add "transaction description" as a choice for "transaction list"
Currently you can run a list for transactions in a given period but "description" is not a choice so you cannot see what the transaction is for without clicking into it -
Allow Expansion of Lists
Like how some websites say show 10,25,100, or 250 results Maxing out results and having to go through x-number of pages is annoying