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Add a Notification Trigger for the Begin Date of a New Statement Period
Currently we can only notify parents using the trigger of Upcoming Payment due, but we want to be able to notify parents of when a new Statement Period becomes active instead1 Future consideration
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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 Needs review
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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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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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Transaction Lists - "Details" filter should work with Payments & Enrollment Deposits, not just Credits & Charges
Self-explanatory, especially for payments. This is sorely needed for reporting and accounting.0 Needs review
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Ability to distribute payments evenly across a payment plan
No description provided5 Committed in PI
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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...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. -
Failed/Missed Autopay payments should be distributed going forward according to payment plan
Instead of either making a manual payment to cover the missed one, or adding the amount to the next scheduled payment (so they're charged double), the amount should distribute across future charges according to their payment plan. This takes the w... -
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 Needs review