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Open Item Report - Student Billing
There was a fantastic report called Open Item Report which allowed you to select a period for charges, credits and payments (each period could be selected individually) and the result would be an outstanding balance as of a specific date using spe...1 In Progress
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Automatically Add a Charge Based on Selected Payment Plan
We charge families an additional fee if they select the monthly payment plan. Currently, we need to manually add the charge to all of the student accounts if they have selected the plan, but would like to be able to set up an automatic link that w...5 In Progress
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Split Parents/Guardians - Allow for "Current Bill" to show only the percentage of payment that that parent is responsible for
Is there a way to change the way the "Billing" section of a parent's account displays their current bill or payment amount? It would be great if, for example, a parent who is responsible for 50% of the child's fees only gets billed for their 50% p...1 In Progress
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Add media files to student record
You should be able to upload pertinent emails or other PDF files to the Student record. Right now you can only save notes.1 In Progress
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More selection tools in 'Post to GL'
We need much more granular selection tools in Post to GL. For example, bringing over all unposted payments - even on one day - in to one batch is not useful, especially in the absence of a 'student billing deposit' function. more filter options an...1 In Progress
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Allow monthly payments to follow the payor %
Payments in full are calculated by the split % entered in statement recipients, but monthly payments display as 100% for each recipient. Why cannot monthly payments be split as well? When the payment allocations are not 50/50, the parents have no ...0 In Progress
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Refund option
Need a refund option in BM to be able to refund parents instead of using a credit. Also would be even better if we are able to print a refund out of BM like we could in Student Billing - one time cheque0 In Progress