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A report to use as verification for the net change in Aged AR Report from one period to the next.
Currently when we run an aged AR report at X date and then another aged AR report at Y date, there is currently no way of pulling a report to verify the net change in the balance from X date to Y date. Running a Transaction List for the period doe...0
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Aging Report Columns
The student and user ID should be included in the aging report. Every time we run it we have to add the 2 columns manually and are not able to save this option.2
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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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Add a feature to reverse full or partial charge and auto-create reversing entries
It would be helpful and efficient to have a feature to reverse charges. This was available in Student Billing. What it does is that when open a charge, use reverse full or partial charge, credits and reversing entries will be created to offset the...0 Planned
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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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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. -
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
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Add accessibility to "Contracts" (in Enrollment Management) to Billing Management.
This would allow our business and financial department to utilize the "contracts", which are located within the Enrollment Management System, through their Billing Management for initial payments, such as deposits, etc. Currently, it does not make...0
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Add dollar amount summary for a group of charges/payments/credits.
I am able to isolate a group of charges/payments/credits in the respective search screen. In addition, the system provides a summary count of these isolated items. However, it would be immensely helpful to provide the dollar amount of this isolate...0
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Bulk update posting comment, date, etc.
Please add ability to select a group of charges in BBM and update the comment, charge date, due date, post date etc. Currently if you want to update a charge, it needs to be deleted and re-entered. This would be immensely helpful.