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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.0 Needs review
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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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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. -
Post to GL Reflect Disbursement
When posting to the GL directly from Billing Management, a flat charge. If a parent pays online the credit card fee or direct deposit fee does not show. This information should be included when Billing Management pulls the online payment informati...0 Planned
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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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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. -
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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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.