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Need better options for creating a tuition/tax receipt
The current capabilities with the statements feature and the "Recent Payments" & "Pays for" column are not enough for producing a tuition/tax receipt. Currently, the "pays for" column under "recent payments" does not capture enrollment deposit...0 Shipped
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Report for unapplied credits
Would be especially helpful to see who has unapplied via a report or list especially when siblings are sharing credits etc.1 Shipped
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Allow newly added statement recipients to see Financial Aid after it has been generated
Currently only statement recipients that are marked as statement recipients when the credit is generated can see Financial aid in their billing details. If a statement recipient is added after the credit has been generated, they will not be able t...0 Shipped
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Auto-Debit/Pay Canada Implementation
We require auto-debit/pay implementation in Billing Mangaement so we can streamline our operations and prevent manual imput of payments.0 Shipped
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Fix the charge date and due date selection
The setup for charge date and due date field should be First Day, Last Day, specific date (date can be entered) of the current or next month instead of a list of numbers from 1st to 28th. This applies to all fees such as miscellaneous, special, pa...2 Shipped
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We need to be able to post online payments to a different cash account
We need to be able to post online payments to a different cash account than we post "in-person" or by mail payments.0 Shipped
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Always use the same date for transactions in Billing Management as BBMS, instead of sometimes using a day later.
This was discovered while figuring out how to set up month-end reconciliation. Since there isn't a key field between BBMS and Billing Management transactions, we've built a reconciliation tool that uses date, last name, and amount to generate keys...0 Shipped
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Option to add to Payment Method
Currently the only payment methods are Cash, Cheque, Credit Card, Direct Debit and Other. We would like to have the option to add Online Banking and Wire Transfer as well as other itemised payment methods as the majority of our payments are made b...0 Shipped
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Payments- "in school"
Schools should have the ability to turn off this box. We do not process payments "in school" so this is an unnecessary step to recording a payment.1 Shipped
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Enrollment reconciliation - no where to track outside payments - add a field to track
There is no where to track where enrollment deposits are being paid. Direct Debit, through an outside payment gateway or through wire.0 Shipped