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Ability to change the auto-pay notification sending date
Currently the auto-pay notification goes out 2 days before the draft. We need to be able to set this for a longer time before, say 10 days.0
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True Account Balance (Outstanding Balance or Credit) on Merge Field
Currently, there is no way to send the amount due and the balance forward amount due in the same notification. This makes it difficult to include any merge fields that reflects the true outstanding balance for the parents. The system is currently ...0
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Add a header to the "CHARGES FOR" block
We are able to add STUDENT NAME, STUDENT ID, USER ID and GRAGE LEVEL to the "CHARGES FOR" section of the statement, but there are no headers. Parents don't know what those numbers are without the header.0
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More error messages required
When adding payments, charges or credits for a group it does not allow you to select add because one of the fields is being rejected but there are no error messages or any clue as to what it is. Billing Management screens are sorely lacking in err...0
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Breakout tuition billed by grade
Report list for showing billing should be able to break out tuition billed by grade. This would be most helpful for accounting budgeting0
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Navigate through filtered transactions
When applying payments or credits in transactions from the flyout you can navigate up and down between records, however if transactions are filtered when you save a record it does not return to the fly-out but closes the record and goes back to th...0
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Make transaction filters sticky
When filtering in transactions by date or type to review or adjust a group of records and then clicking refresh to update the balances panel, filters reset to all transactions. It would be great to make filters sticky and then click "Clear all fil... -
View all user tabs for all users - even if not marked as parents or responsible payers.
There are people in Core as family members who should not have access through the school portal but who make payments, and are included as payers on the student record in Billing Management. However, in Billing Management we cannot see all their t...0
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Send a past due to all accounts with a balance once a month
The current Past due notification is capable of trigger a past due notification only if the account is X number of days due. Please add an option to trigger a notification to all accounts with a past due once a month.0
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In Parent View of Statements, Change the drop down to reflect "Billing Year" and not "school Year"
When a parent views their statements under the Billing tab, there's a dropdown menu that allows them to choose previous statements. Two options in the dropdown menu are "School year to date" and "Previous School Year". These two options display th...0