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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.0 Needs review
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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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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.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. -
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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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 Needs review
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How to handle NSF check
There is no way to handle an NSF check. You can mark it as a "failed payment" but then it won't show up to "handle" the failed payment so it stays on the account as a credit. We should be able to "handle" the failed payment after we mark it as a f...1 Already exists
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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 Needs review
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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 Future consideration
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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