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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'...0
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Optionally change GL on adding new charges
When creating a new charge, give option to change GL from default. For example "MiscCharge" item could be wide range of GL #s, not just one that is set as default in billing year setup.2
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Payment Source
Currently the "Source" of a payment is a mandatory field of "In-Person" or "Phone". We don't have a use for this information but would like to be able to use this field to add our own payment sources such as the bank or payment software the paymen...1
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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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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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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 imports -
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. -
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... -
Add a header to the "CHARGES FOR" block
We are able to add STUDENT NAME, STUDENT ID, USER ID and GRAGE LEVEL to the "CHARGES FOR" section of the statement, but there are no headers. Parents don't know what those numbers are without the header.0
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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.