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Integrated contracts with Billing Mgmt. - allow us to setup Contract with all opted into TRP so they can opt out
We lost lots of $ last year as there is no way to opt in all families into TRP and have them opt out if they want to. When we did not use Billing Management but used SMART and the integrated contract we were able to opt all families into TRP.0 Needs review
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Adding another column in the group payment upload
Can you please add another column to the group payment upload called "pays for" and then it automatically get applied to the charge that the payment is actually for and not just any open item in the account.0 Needs review
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Filter the "PAYS FOR" column that has 2 or more events in one payment
If the column can be filtered it would be easy to post a particular event if a parent pays for 2 or more events in one payment2 Needs review
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Financial Aid items - need unique identifier
Currently Financial Aid items are stored with a full description only. When integrating with other systems such a PowerFaids, it creates a problem in matching the items between the two systems. It can also lead to duplicate entry of financial aid ...0 Needs review
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Miscellaneous Fees - need unique identifier.
Miscellaneous Fees are currently stored in the system as a full description This may create a problem with entering duplicate items; even an extra space or a misspelled word can create a duplicate; it also create problems when importing charges/cr... -
Integrated contracts - Board type tuition displays based on current board type but does not take into consideration students switching the next year
Tuition Billing and the integrated contrat pulls from the current board status in enrollment management (Boarding or Day). The old SmartTuition contract did not do this you just selected what tuition to display on the contract. This is a bad desig... -
Add a "description" field for payment plans
This way the statement will show the name of the payment plan "plan a" "plan b" "monthly tuition plan"0 Already exists
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Statement Date
Sorry, I thought I had posted this to Higher Ed0 Needs review