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In the Unnaplied Payments and Credits lists, add the amount that is unapplied, not just the amount of the original payment/credit. Also make this exportable.
It's misleading to see an enormous payment or credit to find that only a minimal amount is unapplied. Exporting the list would be helpful too.0 Needs review
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Ability to save payment reports
I'm trying to get reports ready for audit and I need to be able to reproduce some reports and I could only do through the payments tab. I need to see what the criteria was so that I can figure out why certain items are or aren't there, but I can't...0 Needs review
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Give a total dollar amount in addition to number of records when filtering
On the payments tab or charges tab, or lists, it will give number of items in list, but if it could add them too then I wouldn't have to export and add to see if the list is in the ballpark of what I was expecting. Easier to reconcile some lists. -
Enter payment on student account > being applied 50 / 50 to sibling
If you go to a specific student profile and want to add payment, why is Billing Management trying to split the payment between siblings? I specifically went into a student account. I want to apply the payment to that student only. It should not au...0 Needs review
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Allow application of payment to latest transaction
Currently the options are auto apply to the oldest transaction or no auto apply (manual - not efficient). There should be an option to auto apply to the newest transaction. -
Ability for international family payments upon contract submission
It would be useful if we could require a deposit payment with all enrollment contract submissions. We are currently unable to do that because we have families that do not have a US bank account. A partnership of sorts with an international payment...0 Needs review
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Apply payments following payer responsibilities.
Payments made by parents are applied to the oldest charge, in full, instead of being broken up as per the payment plan.0 Needs review
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Get rid of "other amount" option on charged items
Parents shouldn't be able to split their payments on a one-payment item (e.g., agendas) and currently in billing mgmt it allows them to choose the payment amount.1 Needs review
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In current bill need more date options to go back further in time
Current bill only has 30, 60 days, current statement period, and previous, but we have charges back several months and this an easy place to see it. -
I would like to see more options for columns on the Aged Receivables Report to be able to sort the exported file into smaller groups. I would like to choose just students with a specific value in a custom field but school program may also be helpful and possibly others.
This would be helpful if you needed to follow up on account status of a specific group rather than every account. Or possibly different staff have responsibility to follow up with different groups of students.1 Needs review