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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.0
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Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...0
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Set a Grace Period for the "Past Due" Status Shown to Parents
Currently we can only set a grace period on the Late fee for how many days past due a charge needs to be in order to be eligible for a late charge, however, the payment status in the Parent's Current Bill Portal will still show a status of "Past D...1
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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... -
Hold Codes should include the ability to restrict access to Billing Statements
Billing Managers can restict access, via hold codes, to a number of academic features, but access to Billing Statements is not one of them. This should be an option. -
More documentation is required in the knowledgebase/more movement in ideas bank
We are aware that Billing Management is still being developed and there is information available in the Help Center, but during our implementation we found several issues in the product that required to the development team to deploy code fixes to... -
Ability to generate statements with specific charges and payments only
In Student Billing, we can create single statements that only include certain billing items and related payments, eg. Tuition and tuition payment only. Parents request us provide tuition statement/receipts. It would be helpful to be able to filter...0
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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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Additional Filter in aged accounts receivable report
Would like to be able to filter, not just show or sort by, school year and payment plans.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...