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Multiple Payment Plans for One Student
In many cases, the most obvious of which occurs with divorced parents, parents want to set up two different payment plans - with different terms and different payment methods - for one student. The ability to do this would be incredibly helpful. I...0 Needs review
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Show credit amount instead of $0 on amount due
Seems like this idea needs a refresh as it's been "planned" for 3 years now with no action. It's inexpicable that the statement doesn't reflect the true balance on the statement and doesn't send emails to parents with a credit balance. This needs ...0 Needs review
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Provide multiple layered sorting
When viewing any list, we can sort only by one field. We need to see multiple layers of sorting, for example sort first by charge description THEN within that group sort by date (or amount or name etc.)0 Needs review
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Display account balance on statements instead of just the amount due
We would like to be able to display users their account balance on statements instead of just the amount due. When we only display the amount due, students with a credit balance display as $0.00 due even though their billing profile correctly show...10 In Progress
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Journal Codes defined and enabled in FE should be selectable in BBBM Post to GL
Manually defining journal codes via text entry should remain an option, but if they need to match those in FE exactly, ones we've already defines should be available to select as part of BBBM/FE integration. This would be good both for ease of use...0 Needs review
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Allow Saved Payment Method to be used for Autopay
Right now payment methods saved by parents can only be used for manual one-time payments. This majorly limits their usefulness. It also confuses parents who think they already have a payment method set up, and ask us why we can't set up autopay fo... -
Payment plans should not be despotic emperors.
The current setup of the payment plan seems to be intrinsically broken, because it was set up so the (single) payment plan controls all, when a payment plan should be subordinate to transaction records. Instead of having transactions (specifically...0 Needs review
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Deposit feature for adding payments
We would appreciate the ability to add payments by creating a deposit (similar to the student billing deposit feature). This would be helpful to our Finance Department when reconciling/posting monthly transactions.4 Planned
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Tax receipt / statement builder upgrades needed
Although we now have the payment applications export, there is too much manual manipulation of data in order to create an appropriate tax receipt. It would be great if updates could be made to the current statement builder that allow us to check o... -
Allow for custom/manually-defined values in journal references drop-down
The default options available in drop-down for each transaction type are good, but it would be useful to be able to define text fields specific to our organization.