-
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
-
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
-
Ability to distribute payments evenly across a payment plan
No description provided5 In Progress
-
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
-
Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful.2 Needs review
-
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
-
Separate Statement Periods from Billing Periods
The current system setup only allows statement periods, which become the billing periods. This may cause confusion to parents when they view statements. Billing periods are based on calendar months while statement date may not be the end of the mo... -
Increase the number of field options for GL post exports
Your new GL posting method is more awkward than the last. I need the student's first and last name, the transaction type, payment method and deposit in separate columns, but your new system exports them all in one column. Could you offer the optio...0 Needs review
-
Include UserID field
When creating any list in any sub-module, include UserID field/column (as opposed to Student ID), because UserID is the field used in imports0 Needs review
-
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.