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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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Give parents the "last fiscal" date range option.
Parents currently have a weird gap in their access to billing history. This is made worse by every statement telling them how much they are behind, but none of them give a full picture of what happened. For example, let's say now is Oct 2021, the ...0 Needs review
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Have a refresh options for payments that come thru BBMS if a student hasn't been enrolled but payment arrived
Most BBMS payments automatically apply for students automatically apply in the students record, however on occasion if the admissions depart doesn't get the student enrolled prior to the payment arriving it has to be entered manually. I'm just loo...0 Needs review
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Enrollment deposits should not show as "not applied", especially after they have been generated.
Since enrollment deposits generate credits which are then applied, the status pair of "Not applied" and "Applied" does not make sense. A more useful status pair would be "Not generated" and "Generated". -
Hidden Note fields on any transaction
There should be a field for notes/comments, viewable only to billing clerks, on every transaction. this would be to record add'l info when necessary. Would not necessarily need to flow through to GL.0 Needs review
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Ability to Enroll Incoming Students beyond next year
There is a limitation current where "The School Year in the import file must be the current or next school year. Years greater than the next year cannot be imported." BBM should have the ability to enroll beyond next year as there may be enrolment...0 Needs review
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Add fee type as an available column in transaction lists
Currently, it seems that the only way to get fee types in an exported list is from Recent Charges on the Billing Management home page. The problem is that in recent charges you cannot see any credits that are issued to student accounts. For that y...0 Needs review
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At the top level, view financial aid for several years at the same time, similar to payment plans.
Being able to see a one-line summary of payment plans for multiple years is very useful. Being able to see a one-line summary of financial aid (with drill-down options) for multiple years would be even more useful. We are constantly reviewing indi... -
Positive balance with added charges
When adding a charge to a student with a positive balance, the system automatically applies remaining credits and/or payment records to this new charge. We would like the ability to disable this feature, to manually assign which credits (if any) a...4 Future consideration
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Give parents the same date range options as staff.
Parents sometimes need to see select non-standard date ranges for the same reasons that staff do. This includes the ability to run statements for future periods.