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Make default statement the most recent closed period
When parents receive a notice from me to check their statement, they go to statement and the default period in the drop down is the ‘current period’. This period does not reference the charges for which they just received a statement notice. I sen...0 Needs review
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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 Needs review
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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.2 Needs review
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Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...1 Needs review
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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
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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 Needs review
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Contract Processed Notification and PDF
Since our contracts ultimately go to our Student Billing Department, it would be helpful if they received some type of notification that a contract has been processed so they can view the financial information to confirm it has imported correctly....0 Needs review
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History/ Process of NSF Checks
The process is to simply delete the payment and add a new payment, however, there is no record of the failed payment. There should ALWAYS be a record of a failed payment. Process needs to be revised.0 Needs review
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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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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 Needs review