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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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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. -
Need a third party payer activity report
Need a report on third party payers that lists the third party payer, the payment amount, who it was for, the date it was paid0
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Allow multiple payment plans
Many Higher Ed schools issue multiple contracts throughout the year; using a contract for each upcoming term. Currently, the system will only display the first payment plan from the first submitted contract. Having the ability to have the payment ...5
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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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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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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. -
Allow deleting of posted charges, and bulk deleting of charges from list
Sometimes we make mistakes! Once a charge is recorded as posted it can't be deleted - please allow for that (so that charge is not seen on record at all). Also, from a list, allow for mass deletion of charges. -
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