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True Account Balance (Outstanding Balance or Credit) on Merge Field
Currently, there is no way to send the amount due and the balance forward amount due in the same notification. This makes it difficult to include any merge fields that reflects the true outstanding balance for the parents. The system is currently ...0
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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
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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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Journal Codes defined and enabled in FE should be selectable in BBBM Post to GL
Manually defining journal codes via text entry should remain an option, but if they need to match those in FE exactly, ones we've already defines should be available to select as part of BBBM/FE integration. This would be good both for ease of use...0
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Additional Residency Categories
In order to upload all the different types of residency status, we need to be able to add new categories: BC Resident: Canadian out of province: North American (USA & Mexico) resident; International (all other worldwide locations). Currently, ...0
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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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Add a header to the "CHARGES FOR" block
We are able to add STUDENT NAME, STUDENT ID, USER ID and GRAGE LEVEL to the "CHARGES FOR" section of the statement, but there are no headers. Parents don't know what those numbers are without the header.0
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More error messages required
When adding payments, charges or credits for a group it does not allow you to select add because one of the fields is being rejected but there are no error messages or any clue as to what it is. Billing Management screens are sorely lacking in err...0
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Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.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