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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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Viewing student statements
Please could the view of student statements be more streamlined. Parents are finding it frustrating that the only way to see the detail of a charge is to select the period (the previous one to the default) and then click on "view statements" to cr...0
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More error messages required
When adding payments, charges or credits for a group it does not allow you to select add because one of the fields is being rejected but there are no error messages or any clue as to what it is. Billing Management screens are sorely lacking in err... -
Breakout tuition billed by grade
Report list for showing billing should be able to break out tuition billed by grade. This would be most helpful for accounting budgeting0
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Limit Payment Plans displayed on student page to only enrolled years
On the student record screen, every student shows a payment plan link for every year we've been using BBBM. This takes up a lot of space, and the links for earlier years when the student wasn't enrolled are useless. Further if the payment plan lin...0 Planned
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Navigate through filtered transactions
When applying payments or credits in transactions from the flyout you can navigate up and down between records, however if transactions are filtered when you save a record it does not return to the fly-out but closes the record and goes back to th...0
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Make transaction filters sticky
When filtering in transactions by date or type to review or adjust a group of records and then clicking refresh to update the balances panel, filters reset to all transactions. It would be great to make filters sticky and then click "Clear all fil... -
View all user tabs for all users - even if not marked as parents or responsible payers.
There are people in Core as family members who should not have access through the school portal but who make payments, and are included as payers on the student record in Billing Management. However, in Billing Management we cannot see all their t...0
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Send a past due to all accounts with a balance once a month
The current Past due notification is capable of trigger a past due notification only if the account is X number of days due. Please add an option to trigger a notification to all accounts with a past due once a month.0
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In Parent View of Statements, Change the drop down to reflect "Billing Year" and not "school Year"
When a parent views their statements under the Billing tab, there's a dropdown menu that allows them to choose previous statements. Two options in the dropdown menu are "School year to date" and "Previous School Year". These two options display th...0