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Import Payments Should Include Alumni and Past Students
Our academic year rolls over in the middle of a billing year, but because the finance team is still closing out accounts for alumni and past students, payments continue to come in throughout the summer months and need to be processed. At present, ...0 Shipped
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Add media files to student record
You should be able to upload pertinent emails or other PDF files to the Student record. Right now you can only save notes.1 Shipped
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Import charges/credits to past students and alumni records
Previously, the add charges/credits to a group feature allowed batch import to any records. Now it only works with the current student records. We need to use this feature regularly to import charges/credits to all kinds of records. Otherwise, we ...2 Shipped
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Tax receipt feature required
BBBM does not have a feature that allows us to issue receipts for tax purposes. The current statement builder does not work, as we need to filter payments for specific charges and exclude some fees. The only other option at the moment is to export...2 Shipped
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Additional Merge Field Options in Billing Notifications - Student Preferred Name
Could we get more merge field options in the Billing notifications. It would be helpful to have the student's preferred name. For parents with more than once student, it is confusing to get multiple emails with amounts due but no reference to whic...0 Shipped
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Return Payment Status in Parent's View
When a payment is returned through BBMS, the parent does not see this in their view on the portal. I manually unapply the failed payment in their student's record so the amount due is correct, but all they see is the original payment applied and n... -
Add charge on date fields to payment plan schedules
Currently, payment plan set up only allows due dates. It would be helpful to have the fields of "charge on date". For example, when an installment is due October 1, it only shows on the October statement because payment plan charge date is the due...1 Shipped
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Adding Payments Searching Student - Not Payer/ Parent
Current process to add a payment to a student record is that you must search and find a payer (usually a parent) and that payer must be a designated statement recipient. This is problematic as we have 3rd party payers that have nothing to do with ...0 Shipped
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Advanced Deposits - bring them back
Advanced Deposits was a great feature that existed in Student Billing and should definitely be implemented in BM2 Shipped
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Charge default fees only if they are included in the contract - or force include them in the contract.
Currently default charges are charged to all students who accept contracts, even if the default charge was not included in the contract. This means that if an organization sets up default charges, families can be automatically charged for items wh...0 Shipped