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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 Needs review
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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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Make changes to transactions after posted
We were informed that you can go back and make changes to previous transactions but were never told we can not make changes after they are posted. We need to be able to make changes especially to payments.0 Needs review
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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... -
Delete/change in bulk payments plans
It will be helpful to be able to list the payment plans and select them from the list to delete or mage changes in bulk.0 Needs review
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More Filter Options for Posting to GL
Currently Post to GL can only filter based on a limited number of criteria. It would be great to filter by a student or a user or other factors.0 Needs review
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We are seeing a time difference of 3 hours (ET vs PT) between transaction days meaning if we filter transactions in Billing Management and BBMS for the same day, we end up with extraneous transactions added at the beginning of the day and lost at the end.
We are seeing a time difference of 3 hours (ET vs PT) between transaction days meaning if we filter transactions in Billing Management and BBMS for the same day, we end up with extraneous transactions added at the beginning of the day and lost at ...0 Needs review
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Enable option to add default project code to payments
The Direct Post to FE feature has been recently enabled, but the upload fails when the project code is required in the FE distribution. Please add an option to create a default project code for the payments in Billing Management0 Needs review
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Date Filter Options for Billing Lists and Reports
Our school year setup is different than billing year. Can transaction list date filters be based on billing year instead of school year? Can different layers of date filter be set, like the ones in FENXT reports? When Add charges/credits to a grou... -
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'...