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Auto Generate Batch/Deposit # for Payment(s)
When adding payments (whether individually or in bulk), a deposit # should be auto-generated as opposed to the User creating a batch number. With the user creating the batch/deposit number can lead to errors such as duplication, mistyping or out o...0 Needs review
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Give options for default timeframe of charges/payments/credits list
When you pull up Recent Payments/Credits/Charges, the default is 30 days. This brings in many more than I would usually like to see, and takes a long time to load. If we could default that to a timeframe of our choosing, perhaps the page may load ...0 Needs review
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Post Date- Remove ability to set different post dates for debit and credit
Within the system, when modifying a transaction we are able to modify the post date however this does not modify the post date of the Debit and Credit Entries themselves. The ability to modify the post date on the Debit and Credit Entries needs to...0 Needs review
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Safeguard Due Date
The system needs a safegaurd in place to ensure the due date CANNOT be earlier than transaction date. Without this safeguard, when manual adjustments are made to the due date an error may occur and there is no way to modify it once the transaction... -
Allow more options for Notes and Actions
Notes and Actions do not record/save the person's info as to who added the notes or assigned the actions. Actions only have due dates, not initiation dates. We cannot add one note or assign one action to multiple records in bulk. Instead, we need ...0 Needs review
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Display Fee Name in Biller's Profile Activity Transactions
When go to a biller's profile, check Activity, work with transactions, the screen displays date, type, details... It would be helpful to display the Fee Name as a column, esp. for miscellaneous fees. -
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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Allow monthly payments to follow the payor %
Payments in full are calculated by the split % entered in statement recipients, but monthly payments display as 100% for each recipient. Why cannot monthly payments be split as well? When the payment allocations are not 50/50, the parents have no ...0 In Progress
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Deleting Unposted Charges - Select All should select all, not 20 at a time
ISSUE: When you go to Current Charges and search for a Charge you want to delete, "Select All" only selects the charges on the current page (20 max). SOLUTION: When you "Select All" it should select ALL charges not just the 20 on the first page. I...0 Needs review
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Add notes on students statements
No description provided0 Needs review