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Multiple Payment Plans for One Student
In many cases, the most obvious of which occurs with divorced parents, parents want to set up two different payment plans - with different terms and different payment methods - for one student. The ability to do this would be incredibly helpful. I...0 Needs review
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Payment plans should not be despotic emperors.
The current setup of the payment plan seems to be intrinsically broken, because it was set up so the (single) payment plan controls all, when a payment plan should be subordinate to transaction records. Instead of having transactions (specifically...0 Needs review
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Journal Codes defined and enabled in FE should be selectable in BBBM Post to GL
Manually defining journal codes via text entry should remain an option, but if they need to match those in FE exactly, ones we've already defines should be available to select as part of BBBM/FE integration. This would be good both for ease of use...0 Needs review
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Tax receipt / statement builder upgrades needed
Although we now have the payment applications export, there is too much manual manipulation of data in order to create an appropriate tax receipt. It would be great if updates could be made to the current statement builder that allow us to check o...1 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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Allow for custom/manually-defined values in journal references drop-down
The default options available in drop-down for each transaction type are good, but it would be useful to be able to define text fields specific to our organization. -
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...0 Needs review
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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... -
Ability to enter dollar amount for payment plan setup
Currently, payment plan schedules can only be set up based on % of the total tuition fees. Then the installment amounts are different than our payment schedules based on the calculation. Please allow dollar amounts to be entered.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...