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Allow Expansion of Lists
Like how some websites say show 10,25,100, or 250 results Maxing out results and having to go through x-number of pages is annoying1
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Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful.3
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Add a column for GL distribution value in the recent payments, recent charges screens
All tuition shows on the recent payment or recent charges screens as "Tuition" in the "charged for" or "pays for" columns. However, we have set tuition to post to different GL distribution accounts based on what school lever the student is at. We ...0
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Allow deleting of posted charges, and bulk deleting of charges from list
Sometimes we make mistakes! Once a charge is recorded as posted it can't be deleted - please allow for that (so that charge is not seen on record at all). Also, from a list, allow for mass deletion of charges.0
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Adding amounts when charging tuition rather than percentages
When you are adding a tuition charge, you can not change the amounts in the months, but rather, you put a percentage to for the months. If I need to prorate a month or tuition, I can not simply put an amount in that month that needs to be changed/...0
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There is no way to record return or reduction of financial aid
When financial aid is returned or reduced after the date of award, there is no way to post a "charge" to financial aid. Customer Support told me to delete or edit the original award but that is not an acceptable option, especially for federal or s...0 Planned
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Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits.2
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Add Contract List Columns and Filters to the Students List in Billing Management
Currently the Students List in Billing Management can include certain columns of billing information such as their Payment Plan and current balance. To make a comprehensive list, we also need to be able to pull information from the contract in thi...0
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Additional Options to Base a Fee On
Currently we are only able to set a fee to a single amount or based on grade level, but we need to be able to also set a fee based on the same options that Tuition has, such as international/domestic, boarding/day, payment plan, and school program. -
Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...1