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Increase the number of field options for GL post exports
Your new GL posting method is more awkward than the last. I need the student's first and last name, the transaction type, payment method and deposit in separate columns, but your new system exports them all in one column. Could you offer the optio...0 Needs review
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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
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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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More documentation is required in the knowledgebase/more movement in ideas bank
We are aware that Billing Management is still being developed and there is information available in the Help Center, but during our implementation we found several issues in the product that required to the development team to deploy code fixes to...0 Needs review
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Separate Statement Periods from Billing Periods
The current system setup only allows statement periods, which become the billing periods. This may cause confusion to parents when they view statements. Billing periods are based on calendar months while statement date may not be the end of the mo...0 Needs review
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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 imports0 Needs review
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Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...1 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. -
History/ Process of NSF Checks
The process is to simply delete the payment and add a new payment, however, there is no record of the failed payment. There should ALWAYS be a record of a failed payment. Process needs to be revised.0 Needs review
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Contract Processed Notification and PDF
Since our contracts ultimately go to our Student Billing Department, it would be helpful if they received some type of notification that a contract has been processed so they can view the financial information to confirm it has imported correctly....0 Needs review