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Set default GL distribution to 100%
When adding fees why not assume only one GL account, so default the distribution to 100%, instead of zero? The red warning is a little alarming and should be reserved for actual issues, such as a second GL account with a 0% distribution, maybe.0 Shipped
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Modify Late Fee calculation methods and formulas
Currently, there's only one method to calculate late fees, i.e. past due balance x late fee%. Can more methods be added, such as to calculate based on past due balance x late fee% x # of outstanding days? In Student Billing, there are at least 3 m...2 Shipped
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Tuition Charges and Posting
Current system setup is not ideal for tuition charges and posting. Payment plans only have due dates, no charge dates. Due dates become the charge dates. Full tuition amount gets charged first then distributed according to payment plans. This setu... -
Add Credits to top tab where payments and charges are.
The current billing management has tabs for Overview, Recent payments and Recent charges etc but credits are in a different place under Tasks. It would be more efficient to have a tab for the Recent Credits too with the same features as the Recent...0 Shipped
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Bulk Upload Payments
For and consistent payment like payroll deductions...similar to being able to schedule them as we did in Student Billing. Not being able to do this has me individually adding and applying to 50+ employees every 2 weeks which is not efficient.1 Shipped
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Automatically adjust revenue recognition to stay within the billing year.
As the "Tuition" charge is not able to handle the complexities of our school, we are going to use miscellaneous fees for all charges. We are also going to take advantage of the revenue recognition feature. For example: tuition is set up to be reco... -
Add date range option to aged accounts receivable.
Currently we cannot generate a report that only includes A/R issues from this fiscal year. This means we cannot generate reports required to reconcile with the G/L. -
Billing Management should post payments at the total daily deposit level and not each individual transaciton payemnt level.
When posting Billing Management transactions from Billing Management (Post to GL function), deposit information from Billing Management should align with daily deposits noted from Merchant Services. The current Billing Management GL posting posts ...0 Shipped
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Miscellaneous Fee Name in alphabetical order option
Please could the drop down boxes of the miscellaneous fee name be in sorted in alphabetical order for "Charge for" or "Credit for". Currently it is all muddled up which slows down the data entry looking for the fee name in the list. -
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