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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.0
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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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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
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Enable option to add default project code to payments
The Direct Post to FE feature has been recently enabled, but the upload fails when the project code is required in the FE distribution. Please add an option to create a default project code for the payments in Billing Management0 Planned
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Include the BBMS reference “number” in the BBBM direct debit transactions (as it is for credit card transactions).
Without a key field that is shared between BBMS and Billing Management, reconciliation is a trial. We need to be able to validate that all BBMS transactions have been correctly recorded in Billing Management. If the name on the credit card does no...1 Already exists
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Auto Generate Batch/Deposit # for Payment(s)
When adding payments (whether individually or in bulk), a deposit # should be auto-generated as opposed to the User creating a batch number. With the user creating the batch/deposit number can lead to errors such as duplication, mistyping or out o...0
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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
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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