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Parent Transaction Detail - Student Preferred Name
When a parent goes into their Current Bill, or their statements, the transaction history in those sections shows the student's first name, and doesn't respect the {Firstname|preferred name} option found in the rest of the platform. It would be goo...0 Future consideration
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When Importing Charges, Allow Export Feature
When I import a large amount of charges from counterpoint, it would be helpful to have an export feature of the charges just before hitting "add charges" If there is a situation where my import spreadsheet and all charges that were captured don't ...0 Needs review
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Additional Filter in aged accounts receivable report
Would like to be able to filter, not just show or sort by, school year and payment plans.0 Needs review
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Dollar option as well as percentage
Would like to see the option of having a dollar amount option and not just percentage when a grandparent is paying part of tuition.0 Needs review
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Ability to use transaction codes for GL distribution
We use transaction codes to specify and identify certain school activities/transactions. These can be set up and used for GL account distributions. Billing Management does not have these fields for GL distribution and posting.0 Needs review
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Flex 125 eligible expenses on special statement
We have before-school care and after-school care which are considered "dependant care" for tax purposes. It would be nice to create a statement showing only fees and payments related to that activity.0 Needs review
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Staff should be able to view and edit past candidate transactions.
Sometimes incoming students cancel at the last minute, before they actually attend school. In those cases, they are withdrawn back to being "Past Candidates", because they were never actually students. This often leaves unhandled charges on their ...0 Needs review
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Restore SB7 individual student functionality of generating charges
BMS needs to move away from being a payment platform to an actual billing subledger to the general ledger. We need the ability to generate charges and credits on an ad hoc per student record basis, not just bulk generation or automatic generation ...0 Needs review
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Workaround for Student Billing Access - Asian Region Families
For families living in Asia, they do not have access to login and view their childs student billing in Billing Management due to firewalls/access. If BB could create a function where in one to two "clicks" we could create statements for all studen...0 Needs review
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Mulitiple users
In regards to Tuition Management, we would like families to have access to the students account for divorced families. These days families are very blended and unique and they should have their own log in abilities to the TM/smart account.0 Needs review