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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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Finacial Aid shoul be linked through Enrollment and Billing Management.
I have occasionally put a duplicate Financial Aid item on a student account. Deleting it in the Financial Aid area on the dashboard area of the student account deletes it from the transactions but not in Enrollment Management. I have to manually g...0 Shipped
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Add the ability to add comments to students with alumni status
1) to recreate previous notes on migrated students. 2) Occasionally it is necessary to add a comment to an alumni profile for explanation of action taken post graduation.0 Shipped
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Add Student Email to Holds Area
Right now you can only add a Parent's Email to the hold list but we are a higher ed institution and don't have any parent information in the system. We only ever use the user's email but that's not a column included in Holds.0 Shipped
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View the entire Block's meeting details when editing Classes and Sections
Currently Meeting Blocks are cut off when we are adding them to Classes/sections which makes it difficult to schedule courses that have similar Meeting blocks. It would be easier to view the entire Block's details in the drop-down vs. having to cl...3 Shipped
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Make Aged Receivables Report Filterable
While I love that there is now an Aged Receivables report, there are a few issues with it. It pulls EVERYBODY who has been billed in the system. It is a bit finicky when trying to run it based on transaction date. It would be nice to to be able to... -
Project Codes in FE need to be stored in Billing Management
Many schools use the project ID in FE, not just the General Ledger accounts, and there needs to be a way to store this number in Billing Management.
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Need the ability to print statements for student accounts
It would be helpful to be able to print a statement from a student account. We have a need to be able to provide a student statement to a third party, as of current I would need to export all of the activity to an spreadsheet and create an invoice... -
IPEDS Reports
Creating IPEDS (Integrated Postsecondary Education Data System) reports would be helpful to any postsecondary institution. Postsecondary institutions are required to submit data throughout the academic year concerning ethnicity, age, gender, gradu...0 Shipped
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Ability to copy billing items from one year to the next in Billing Management
Billing items and methods, including tuition, financial aid, payment plans, special and miscellaneous items remain fairly constant except for amounts from one billing year to the next. Functionality should exist to copy these items from one billin...1 Shipped