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BBMS settlements match gross payments made
BBMS deducting discount from each transaction/batch makes reconciling overly burdensome. Other merchants charge discount/fees back separately, even on a monthly basis. Even charging back daily in a separate transaction would make things easier in ...1 Shipped
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Charge default fees only if they are included in the contract - or force include them in the contract.
Currently default charges are charged to all students who accept contracts, even if the default charge was not included in the contract. This means that if an organization sets up default charges, families can be automatically charged for items wh...0 Shipped
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Ability to exclude Alumni with zero balance from appearing on statements
We would like the ability to either exclude Alumni siblings with a zero balance from appearing on statements. Or the Ability to remove all statement recipients from an Alumni record.2 Shipped
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Change the system setup for notifications to reflect the account balance as of the send date
The upcoming payment due notification only works on current charges but excludes late fee charges. The "amount due" merge field does not include carrying balance or past due amount from previous months. For example, as of September 20th, an accoun...3 Shipped
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Add filter for 'Deposit Numer" to list of recent payments
In order to be able to find deposits by number, or those without number that have not been assigned yet. NEcessary to balance for posting with new functionality. -
Display full list of matching accounts when entering account number
When you enter an account number where available within BBBM, as you type, a popup appears with the first several matches. That list should be scrollable and have all matches. For example 01-51 may have hundreds of matches but only the first few s... -
Add International/Domestic and Board/Day as columns and filters in the Transactions List
Currently we are unable to display whether or not the student a charge is assigned to is a boarding or day student or an international or domestic student within the Transactions List. We need to be able to export based on a student's distinction ...1 Shipped
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Post to GL; add Student name as a segment for enrollment deposits
Currently we can include the payer first name and last name for enrollment deposits but I need to be able to use the student first name and last name as our journal reference instead.
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Statements & Payer portal; break down past due into due & past due
When a student has a past due amount and an amount that is just due, both amounts get lumped together and Past due displays which is confusing to payers. Instead, we'd like to show Past due: $123 and Due: $456 with Total due today: $579.
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Show real balances in the Aged AR Balance Report
The aged AR balance report does not reflect the real account balances when there're not applied payments. For examples, an account has a payment of $100 not applied, the account balance is a credit of $100 under biller profile activity. But in the...