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NEED ability to add more than 2 statement recipients PLEASE
It would be helpful for our school to have the ability to notify more than 2 statement recipients. This would help in the instance of split families to notify: mom, step-dad, dad and step-mom. Or, if we wanted to notify mom, dad and grandma, grand...1 Already exists
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Only able to add charges to a current billing year
We defer some tuition installment to the following billing year and currently, billing management does not allow you to put in a charge for the next billing year. Basically, you can only deal within the current billing year.3 Already exists
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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 "transaction description" as a choice for "transaction list"
Currently you can run a list for transactions in a given period but "description" is not a choice so you cannot see what the transaction is for without clicking into it -
Hide Make Payment button and Disable save credit card info
We do not accept credit card payment. With the new release of saving debit card/credit card info, parents may think credit card is an acceptable payment method, thus causing confusion. Can we disable this feature and enable it when we offer? We ha...1 Already exists
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Include the BBMS reference “number” in the BBBM direct debit transactions (as it is for credit card transactions).
Without a key field that is shared between BBMS and Billing Management, reconciliation is a trial. We need to be able to validate that all BBMS transactions have been correctly recorded in Billing Management. If the name on the credit card does no...1 Already exists
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Retain Billing Management parental access to Past students/alumni/graduated students
Students leave/graduate with balances, parents still need access to pay those balances.1 Already exists
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Change module view of current student
When looking at a student record in Billing Management (or any module), have the ability to shift the view of that record to another module (for example, the core view of the same student), with one click. -
Add a "description" field for payment plans
This way the statement will show the name of the payment plan "plan a" "plan b" "monthly tuition plan"