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Global Audit Log
Currently when a transaction is deleted, or when a payment plan is deleted, there is no audit of who made that change anywhere. It is easy enough to view who made a change to a transaction that still exists, but when it is deleted, all traces of i...0 Shipped
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Late Fees - Show a pre-report before posting / show post report after charging
Right now there is only one button and you won't know before or after who's been charged0 Shipped
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Notes need to be pulled into a list or report.
The notes section added to Billing Management is good but it is not very helpful if it cannot be pulled in a list or report. It needs to be able to be included in some type of query form.0 Shipped
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Additional Options in Aged Accounts Receivables Report
Currently the Aged Accounts Receivables Report only allows you to specify your As of date, but we would really like some additional options such as being able to only show non-zero balances. -
Additional Options for TRP calculation
We calculate our Tuition Refund plan off of the Tuition less any financial aid or grants given to the student. Currently, the TRP calculation will only ever calculate off of the total tuition charge and does not take financial aid into consideration -
Aged Accounts Receivable - save column preferences
We like to have Student ID included when exporting to CSV, but we have to remember to do this everytime because it's not included by default.0 Shipped
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Aged accounts receivable = GL AR Account
The Aged accounts receivable report doesn't tie out to GL AR account for it dosen't include accounts with payment plans or future due dates. It also doesn't match a current balance report with aged columns. There is no report that you can run the ...0 Shipped
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To add student status in Billing Management
Please add the student status (i.e. Student, Past Student, etc. etc.) in Billing Management I know it shows in Enrolment Management whenever we pull a record, but we need to see the student status when a record is pulled up in Billing Management. ...0 Shipped
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Our enrollment period for next school year begins in March of the current year. We offer several payment plans options for families-including semi-annual and annual billed in July. Enrollment deposits are due at the time of enrollment. The parent view of the statement summary for semi-annual payors only shows a total due-beginning balance Zero, new charges Zero, payments Zero but balance due for example $52,319.35-which is tuition, tuition insurance less enrollment deposit. The parent is not able to see the details making up the balance due until the dates of the payment plan (for example July 1). Perhaps a school year statement that would show all activity.
Parents would have details of total activity-that tuition insurance is charged, the enrollment deposit was received and processed-and the statement summary would roll forward and not show just a balance.0 Shipped
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Keep billing view for incoming students that have been withdrawn
We have students that have paid a deposit or other non-refundable fees and then they change their mind before school starts. We have to take them out of the incoming student status in CORE, which deletes the billing record for any forfeited fees.1 Shipped