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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 ...0 In Progress
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Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...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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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 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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Hold Codes should include the ability to restrict access to Billing Statements
Billing Managers can restict access, via hold codes, to a number of academic features, but access to Billing Statements is not one of them. This should be an option. -
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... -
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
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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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Split Parents/Guardians - Allow for "Current Bill" to show only the percentage of payment that that parent is responsible for
Is there a way to change the way the "Billing" section of a parent's account displays their current bill or payment amount? It would be great if, for example, a parent who is responsible for 50% of the child's fees only gets billed for their 50% p...1 In Progress