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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 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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Apply percentage of responsibility between divorced parents through payment plan
When a parent is responsible for 75% of a student's tuition and fees and pays their portion each month but the parent responsible for 25% pays in lumps sums at various points in the year. Rather than marking 75% of the payment plan as paid each mo...1 Planned
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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.2 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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Add Contract List Columns and Filters to the Students List in Billing Management
Currently the Students List in Billing Management can include certain columns of billing information such as their Payment Plan and current balance. To make a comprehensive list, we also need to be able to pull information from the contract in thi...0 Future consideration
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Additional Options to Base a Fee On
Currently we are only able to set a fee to a single amount or based on grade level, but we need to be able to also set a fee based on the same options that Tuition has, such as international/domestic, boarding/day, payment plan, and school program. -
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
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Allow Preview before Processing
The system setup does not have Preview feature. It carries out commands blindly. For example, when batch assign statement recipients, we cannot see a list of records that will be processed in order to select or deselect records we want or don't wa... -
Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful.2 Needs review