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Save or Autosave Transaction Screens
In Student Billing, data entered using Fast Charge can be saved and removed after processing. Billing Management does not have this feature to allow work in progress to be saved and changed later. When manually add charges/credits to a group (not ...0 Needs review
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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 Needs review
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Allow parents to log their own volunteer hours.
Parents would have the ability to log their own volunteer hours. They are required for all enrolled families at our school to help offset the cost of tuition. The volunteer hours would also be recorded in relevant/matching constituent records.0 Needs review
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Aging Report
The aging report PDF wraps the values if greater than $1,000 yet there is plenty of space in the margins to avoid this.0 Needs review
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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. -
Add Post Status Field to Add Charge or Add Credit Pages
When add a charge or add a credit, Post Status field does not show on the pages (system defaults to Not yet posted). There's no selection for Post Status (Not yet posted, Do no post, Posted). The Post Status field only shows up when add charges or...0 Needs review
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Allow student to make payments on student account
Sometimes a student will use their own credit card or debit card to pay for items on their student account. Currently as the parents are the only ones who are listed as statement recipients, we get an error when putting in the student name as the ... -
Report that allows us to see payments and the billing year they are tied to
I can pull payments or transactions lists, but when I need to sort by the year that they are for, and especially if they are for more than one, I can't find that anywhere expect from an individual transaction. If pulling a list with both payments ...0 Needs review
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Change module view of current student
When looking at a student record in Billing Management (or any module), have the ability to shift the view of that record to another module (for example, the core view of the same student), with one click.2 Already exists
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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.