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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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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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Allow Saved Payment Method to be used for Autopay
Right now payment methods saved by parents can only be used for manual one-time payments. This majorly limits their usefulness. It also confuses parents who think they already have a payment method set up, and ask us why we can't set up autopay fo... -
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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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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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. -
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... -
Auto-Pay outstanding balance
Auto-Pay is great, but very limited. I'm suggesting that it picks up all charges, not just payment plan scheduled tuition payments. As a parent, it's inconvenient for me to log in and make a payment for lunches and field trips. I just want those f...2 Needs review
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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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Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...0 Needs review