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Date Filter Options for Billing Lists and Reports
Our school year setup is different than billing year. Can transaction list date filters be based on billing year instead of school year? Can different layers of date filter be set, like the ones in FENXT reports? When Add charges/credits to a grou...0 Needs review
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Give options for default timeframe of charges/payments/credits list
When you pull up Recent Payments/Credits/Charges, the default is 30 days. This brings in many more than I would usually like to see, and takes a long time to load. If we could default that to a timeframe of our choosing, perhaps the page may load ...0 Needs review
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Add a column for due date on billing status report
We need to know a due date when we are working with charges.0 Needs review
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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 it1 Already exists
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Add Print Function to Lists and Reports
After lists and reports are generated, can they be printed directly from Billing Management? Now they have to be exported first. -
Add Contract List Columns and Filters to the Students List in Billing Management
Currently the Students List in Billing Management can include certain columns of billing information such as their Payment Plan and current balance. To make a comprehensive list, we also need to be able to pull information from the contract in thi...0 Future consideration
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Add last name, first name as separate columns, grade for owner to transaction lists
When trying to produce lists of students that have paid for items. It has their name in one column and no options for grade. When students have spaces in their name it doesn't work to separate in excel.1 Needs review
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Have the charge/credit fee name reflected in a distribution report
It is common to mistakenly select the incorrect fee name when charging or crediting student accounts. To improve the reconciliation process, it would be helpful to be able to generate a distribution report that displays the fees or have the abilit...0 Needs review
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Need a Report for a Charge that shows: Student/ User ID, how much of the charge has been paid, when/ how it was paid
In SB7 I could run a query for our 2nd tuition deposit which showed the student name, ID number, the amount of their deposit that had been paid, and when and how it was paid. I cannot do this in Billing Management. It should be easy to find a simp...0 Needs review
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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 Needs review