-
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
-
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
-
Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit2 Already exists
-
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.2
-
Include UserID field
When creating any list in any sub-module, include UserID field/column (as opposed to Student ID), because UserID is the field used in imports -
Add dollar amount summary for a group of charges/payments/credits.
I am able to isolate a group of charges/payments/credits in the respective search screen. In addition, the system provides a summary count of these isolated items. However, it would be immensely helpful to provide the dollar amount of this isolate...0
-
Bulk update posting comment, date, etc.
Please add ability to select a group of charges in BBM and update the comment, charge date, due date, post date etc. Currently if you want to update a charge, it needs to be deleted and re-entered. This would be immensely helpful. -
Add a merge field to show the account current balance in Upcoming Payment Due Notifications
In the upcoming payment due notification setup, the [amount_due] merge field only shows the amount due in the current month, not the account's current balance as of the send date. Can a merge field be added to show the current balance? This field'... -
Add accessibility to "Contracts" (in Enrollment Management) to Billing Management.
This would allow our business and financial department to utilize the "contracts", which are located within the Enrollment Management System, through their Billing Management for initial payments, such as deposits, etc. Currently, it does not make...0
-
New option for default charge due date: x days from date of charge.
With the current setup, if your default due date for charges is set to the 1st of the month, then when a charge is entered on the 15th the default due date is before it was charged. Yes, it can be changed manually, but this requires human interven...1