-
Need a third party payer activity report
Need a report on third party payers that lists the third party payer, the payment amount, who it was for, the date it was paid0 Needs review
-
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
-
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
-
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 auto-apply or apply all when manually apply available credits/payments
When manually apply available credits/payments for individual records, we need to select each charge and enter the amount. Can a function of auto-apply or apply to all be developed? So we can click this then the credits/payments will be applied to...0 Needs review
-
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. -
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 ... -
Add notes on students statements
No description provided0 Needs review
-
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
-
Add a column for due date on billing status report
We need to know a due date when we are working with charges.0 Needs review