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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 Needs review
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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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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 Needs review
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Prepaid and deferred tuition
We need a standard report to list all of the enrollment deposits and prepaid tuition by student that will balance to the GL. It should also have a check feature so that we can view the dates that the various remittances were made. the report shoul...0 Needs review
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Aging Report
The aging report PDF wraps the values if greater than $1,000 yet there is plenty of space in the margins to avoid this.0 Needs review
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Miscellaneous Fees
Please include the distribution account on the display or allow us to run a query to show the details of each transaction fee. -
Report that allows us to see payments and the billing year they are tied to
I can pull payments or transactions lists, but when I need to sort by the year that they are for, and especially if they are for more than one, I can't find that anywhere expect from an individual transaction. If pulling a list with both payments ... -
In the Unnaplied Payments and Credits lists, add the amount that is unapplied, not just the amount of the original payment/credit. Also make this exportable.
It's misleading to see an enormous payment or credit to find that only a minimal amount is unapplied. Exporting the list would be helpful too.0 Needs review
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Field For Managing Payments like Autopay
Our school uses a system offered by our bank to debit our parents' bank accounts. We need a field to put the following: Limit (how much we're allowed to debit before asking for permission) Time of month -
Access to data objects in Billing Management for advance lists
Access to advanced lists, similar to that available in Core, would give us the ability to create much more useful lists on our own, than what what is currently available. These lists are read only so there should be no issue with coprrupting the d...