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Allow Expansion of Lists
Like how some websites say show 10,25,100, or 250 results Maxing out results and having to go through x-number of pages is annoying1 Needs review
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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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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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Auto Generate Batch/Deposit # for Payment(s)
When adding payments (whether individually or in bulk), a deposit # should be auto-generated as opposed to the User creating a batch number. With the user creating the batch/deposit number can lead to errors such as duplication, mistyping or out o...0 Needs review
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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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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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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... -
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...0 Needs review
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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'... -
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