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Integrated contract - all required fees are getting pushed through regardless of whether they are presented on the contract or not
Integrated contract - all required fees are getting pushed through regardless of whether they are presented on the contract or not so Business has to delete these extra ones off their acccount. The Smart Contract only charged what was displayed to...1 Shipped
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Statement - "Charges For" Section Should be Static
The top right section with the "past due" "current due" and "total due" should match the data below it. It should not be a live view of a given account. It looks like the statement is wrong0 Shipped
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Add Funding Type to the Add Payments to Group Interface
Funding Type is both *required and available when recording charges individually but not available in add payment to group. This prevents schools having consistent data and an effective workflow regardless of how payments are being recorded.0 Shipped
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Need to have the Notes tile show up on alum records.
Need to have the Notes tile show up on alum records not just student/past student records. I use notes to record specific issues with holds and need this info for alum records also.0 Shipped
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Add User ID as an Option in Statement Templates
Currently we can choose to display the Student ID in the "Charging For" section of Statements, however, we would like the option to use User ID instead as we do not use the Student ID because it is an optional field that is not automatically popul...0 Shipped
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Additional methods for GL distribution in Tuition and Fees
We track Tuition Revenue to separate accounts based on a combination of whether a student is international, domestic, boarding, or day. Currently we can only track the GL Distribution by grade level and this requires us to create our Tuition charg... -
Credits need a description field
Credits need a description field like charges so that parents know what the credit is for.0 Shipped
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On 'Actions' tab/screen, make the student name 'clickable' so that you can go directly there.
This would make the system more user-friendly0 Shipped
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Please add the the option of allocating a project ID to a student transaction
We use projects extensively on student transactions currently in Student Billing but this feature is not available in Billing Management. Please could this be added. Thank you. -
Add more filters to 'Work with previous post runs'
When attempting to view previous post runs, many recently-ran posts cannot be accessed due to the limited filters. As an example, posting performed in January of 2022 cannot be accessed in the month of March. If you were to view previous runs in t...0 Shipped