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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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New option for default charge due date: x days from date of charge.
With the current setup, if your default due date for charges is set to the 1st of the month, then when a charge is entered on the 15th the default due date is before it was charged. Yes, it can be changed manually, but this requires human interven...1
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Allow Preview before Processing
The system setup does not have Preview feature. It carries out commands blindly. For example, when batch assign statement recipients, we cannot see a list of records that will be processed in order to select or deselect records we want or don't wa... -
Breakout tuition billed by grade
Report list for showing billing should be able to break out tuition billed by grade. This would be most helpful for accounting budgeting0
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Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit2 Already exists
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Add a merge field to show the account current balance in Upcoming Payment Due Notifications
In the upcoming payment due notification setup, the [amount_due] merge field only shows the amount due in the current month, not the account's current balance as of the send date. Can a merge field be added to show the current balance? This field'... -
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
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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 annoying -
Add ability to print a deposit ticket
I can assign a deposit number to a deposit batch. I can then search and isolate this batch. However, I don’t have the ability to print a deposit ticket to reconcile the amount and number of checks in the batch to the deposit I will make.0
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Ability for parent to choose a specific charge while making payment
Disclaimer: We are in implementation stage and this idea is based on what we have seen in the demo. Currently the payment made by parent is applied to the oldest charge. The billing clerk has the ability to choose to apply payment but the parents ...0