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When billing a student charge, allow dollar amounts and not just percentages to be entered.
An example is when we bill over 100 students for a yearbook - same charge to each student but we need to credit 2 different GL accounts. Entering percentages does not easily work out to the exact dollar amount we want to hit each GL account, due t...0 Needs review
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Option to print/preview one statement per student
Statements currently print for each statement recipient which is helpful if you want to actually print them and mail them to recipients. It would be helpful to be able to print/preview the statements - one per student - to check them to make sure ...0 Needs review
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Send notifications to targeted groups/lists and generate notification reports
Currently, there are only three types of notifications (online payment made, past due balance, upcoming payment due) available. Is it possible to add a general type for billing purpose? Notifications are sent to all people with amounts due. Can we...1 Needs review
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Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.0 Needs review
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Allow Expansion of Lists
Like how some websites say show 10,25,100, or 250 results Maxing out results and having to go through x-number of pages is annoying1 Needs review
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Add a column for GL distribution value in the recent payments, recent charges screens
All tuition shows on the recent payment or recent charges screens as "Tuition" in the "charged for" or "pays for" columns. However, we have set tuition to post to different GL distribution accounts based on what school lever the student is at. We ...0 Needs review
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Allow deleting of posted charges, and bulk deleting of charges from list
Sometimes we make mistakes! Once a charge is recorded as posted it can't be deleted - please allow for that (so that charge is not seen on record at all). Also, from a list, allow for mass deletion of charges.0 Needs review
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We need to be able to edit incorrect post dates in Billing Management.
We had the wrong post date set for manual billing of tuition/fees, and now can't correct it. We really need to be able to fix this.0 Needs review
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Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits. -
Adding amounts when charging tuition rather than percentages
When you are adding a tuition charge, you can not change the amounts in the months, but rather, you put a percentage to for the months. If I need to prorate a month or tuition, I can not simply put an amount in that month that needs to be changed/...0 Needs review