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Payment Applications Report Does not include Credits
When using the Payment Applications Report, if you have applied a credit towards a charge, it will not show up as having applied towards that charge in this report. If you want to ensure that the charge is fully paid/ cleared, you will not be able...0 Needs review
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Attention alert on menu or pop-up banner for outstanding issues.
This is a request from a parent "Myself and my husband are logged in to [K-12 Education Solutions] all the time for the classroom updates, but I rarely navigate to the "Billing" section unless I have received an email notification. Is there anyway...0 Needs review
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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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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... -
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. -
If using revenue recognition, the recognition schedule should apply to financial aid as well.
Currently the GL distribution schedule for financial aid follows either the payment plan or uses specific dates. The option which is available for charges (split over so many months) is not available for financial aid. This means financial aid pos...0 Needs review
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Allow Identical Charges in Charge Import Feature
Our bookstore sells a lot of the same items to students throughout the month. A student can buy a candy bar 10 times so the charge that comes through at the end of the month is identical, but they are 10 valid charges. When I try to use the import...0 Needs review
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Reporting in the transaction listing
When I create a report in the transaction, and wanted to delete the report, there is no way i can delete a report that I use it for experiment. It would be good to be able to delete a report that is no longer useful.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.