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Change the system setup for notifications to reflect the account balance as of the send date
The upcoming payment due notification only works on current charges but excludes late fee charges. The "amount due" merge field does not include carrying balance or past due amount from previous months. For example, as of September 20th, an accoun...3 Shipped
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Add filter for 'Deposit Numer" to list of recent payments
In order to be able to find deposits by number, or those without number that have not been assigned yet. NEcessary to balance for posting with new functionality.1 Shipped
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Display full list of matching accounts when entering account number
When you enter an account number where available within BBBM, as you type, a popup appears with the first several matches. That list should be scrollable and have all matches. For example 01-51 may have hundreds of matches but only the first few s... -
Add International/Domestic and Board/Day as columns and filters in the Transactions List
Currently we are unable to display whether or not the student a charge is assigned to is a boarding or day student or an international or domestic student within the Transactions List. We need to be able to export based on a student's distinction ...1 Shipped
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Post to GL; add Student name as a segment for enrollment deposits
Currently we can include the payer first name and last name for enrollment deposits but I need to be able to use the student first name and last name as our journal reference instead.
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Show real balances in the Aged AR Balance Report
The aged AR balance report does not reflect the real account balances when there're not applied payments. For examples, an account has a payment of $100 not applied, the account balance is a credit of $100 under biller profile activity. But in the... -
Statements & Payer portal; break down past due into due & past due
When a student has a past due amount and an amount that is just due, both amounts get lumped together and Past due displays which is confusing to payers. Instead, we'd like to show Past due: $123 and Due: $456 with Total due today: $579.
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In billing management have more control on the fees that can generated during term
We would like to have more control on the charges that will be generated during a term like just being able to generate the tuition fees or other fees and just to be able to pick point what fee we want to generate charges0 Shipped
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Break Up Report For all Instalment Payments
We request a feature that could pull a report/Query where we could see all the monthly instalment fees of each student. Updating manually from Billing Management for more than 700 students is impossible and this report would save us a huge amount ...0 Shipped
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Prevent changes to applications of payments from re-creating a Deposit in the Post to GL/Deposits area
Currently, if a deposit is posted, then later one of the payments in that deposit is reapplied, that original deposit reappears in the Post to GL/Deposits routine. This should not happen.