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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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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.0 Needs review
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Add User Id to Student Profile Header and to all lists
When importing charges to a group, the user id is required in the import file. But the student's user id is not visible anywhere in Billing Management. Billing clerks need to switch to Core to find the user id. Even when viewing lists of recent ch...0 Needs review
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View-only access to Billing Management.
There should be a role option that permits view-only access to student accounts. Registrar staff need view-only access to answer family questions. Finance staff who handle reconciliation should only be allowed view-only access as a separation of r...0 Needs review
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Ability to enter dollar amount for payment plan setup
Currently, payment plan schedules can only be set up based on % of the total tuition fees. Then the installment amounts are different than our payment schedules based on the calculation. Please allow dollar amounts to be entered.0 Needs review
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Auto-Pay outstanding balance
Auto-Pay is great, but very limited. I'm suggesting that it picks up all charges, not just payment plan scheduled tuition payments. As a parent, it's inconvenient for me to log in and make a payment for lunches and field trips. I just want those f...2 Planned
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Multi-parent familes - both parents should be able to view and edit auto-pay
From the KB - Parents see message "Not eligible for auto-pay" when trying to configure Auto-pay: In a multi-parent household (two or more parents or guardians) the message indicates another parent has configured auto-pay for the student. Parent A ... -
Ability to add staff and organization records for billing
Billing Management only allows records set as student (incoming, current, alumni) type, not staff or organization records. Our billing clients are not only students and parents, but also staff and organizations. We need to process charges and cred... -
Ability to manually edit Payment Plan
it would be super useful now as the payment plans are not getting calculated correcly in general. Even if this was fixed we have many families who need some type of adjustment to their plans.1 Needs review
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When billing a student charge, allow dollar amounts and not just percentages to be entered.
An example is when we bill over 100 students for a yearbook - same charge to each student but we need to credit 2 different GL accounts. Entering percentages does not easily work out to the exact dollar amount we want to hit each GL account, due t...0 Needs review