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Non-Parent Payer Access
Functionality for non-related payers who do not have the "Parental Access" Flag to payment options (payment plan, notifications, etc)0 Needs review
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Ability for parent to choose a specific charge while making payment
Disclaimer: We are in implementation stage and this idea is based on what we have seen in the demo. Currently the payment made by parent is applied to the oldest charge. The billing clerk has the ability to choose to apply payment but the parents ...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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Add "transaction description" as a choice for "transaction list"
Currently you can run a list for transactions in a given period but "description" is not a choice so you cannot see what the transaction is for without clicking into it1 Already exists
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Add Print Function to Lists and Reports
After lists and reports are generated, can they be printed directly from Billing Management? Now they have to be exported first.0 Needs review
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Allow users to print statements for only accounts with balances due.
This would allow me to save paper when I need to send statements. I recently printed statements to send out, but out of over 700 statements printed I needed to mail about 70.0 Needs review
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Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.1 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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Keep History of Deleted Transactions
There should be a history of any deleted transactions such as charges, credits and payments. Right now, if you delete something, it's completely gone.0 Needs review
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Allow adding credits to payment plans. Spread enrollment deposit evenly
Currently, the payment plans only include charges. We would like to be able to add credits (e.g. sibling discount). Also, the deposit paid at enrollment is applied to the 1st payment of the plan instead of being evenly distributed to each installm...0 Needs review