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Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...0 Needs review
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Allow Grandparent of Student role access to the Billing tab
We have several grandparents who pay tuition and miscellaneous fees for students, so we would like them to be able to view statements, but the Billing Management tasks are not available to the Grandparent of Student role. We do not want to use "li... -
Hold Codes should include the ability to restrict access to Billing Statements
Billing Managers can restict access, via hold codes, to a number of academic features, but access to Billing Statements is not one of them. This should be an option. -
More documentation is required in the knowledgebase/more movement in ideas bank
We are aware that Billing Management is still being developed and there is information available in the Help Center, but during our implementation we found several issues in the product that required to the development team to deploy code fixes to... -
Multiple Payment Plans for One Student
In many cases, the most obvious of which occurs with divorced parents, parents want to set up two different payment plans - with different terms and different payment methods - for one student. The ability to do this would be incredibly helpful. I...0 Needs review
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Unenroll Bulk Advisees
We should be able to unenroll multiple students just as you can enroll group for Advisory.0 Needs review
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Show credit amount instead of $0 on amount due
Seems like this idea needs a refresh as it's been "planned" for 3 years now with no action. It's inexpicable that the statement doesn't reflect the true balance on the statement and doesn't send emails to parents with a credit balance. This needs ...0 Needs review
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Get rid of "other amount" option on charged items
Parents shouldn't be able to split their payments on a one-payment item (e.g., agendas) and currently in billing mgmt it allows them to choose the payment amount.1 Needs review
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Statement Notifications: Need for System Triggers and Merge Fields
We need to be able to customize statement notifications to reflect our billing cycle. All charges are due in the same month they are incurred. We issue statements at the end of the month so, technically, payments are due the same day the statement... -
Ability to Enroll Incoming Students beyond next year
There is a limitation current where "The School Year in the import file must be the current or next school year. Years greater than the next year cannot be imported." BBM should have the ability to enroll beyond next year as there may be enrolment...