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Adult students should have access to their billing management.
Students in our upper grades are legally adults and it does not make sense for their parents to have access to their financial information. The "solution" of adult students having two logins (one as a student, one as their own parent - with two us...0
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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
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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. -
Bill Codes
Add a field where you can place a bill code for a student in a given school year. Also allow this bill code to be used in reporting as well as assigning charges.0
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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. -
Miscellaneous Fees
Please include the distribution account on the display or allow us to run a query to show the details of each transaction fee.0
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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
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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
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Failed/Missed Autopay payments should be distributed going forward according to payment plan
Instead of either making a manual payment to cover the missed one, or adding the amount to the next scheduled payment (so they're charged double), the amount should distribute across future charges according to their payment plan. This takes the w...0
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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