Tax receipt / statement builder upgrades needed

Although we now have the payment applications export, there is too much manual manipulation of data in order to create an appropriate tax receipt. It would be great if updates could be made to the current statement builder that allow us to check off which payment applications should be included on the statement (essentially, a combination of the current statement builder and the payment applications export). We are really feeling the loss of no longer having a custom reporting feature available to us for tax receipts like we used to have in student billing.

  • Victoria Little
  • May 12 2023
  • Needs review
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  • Guest commented
    6 Jul, 2023 02:51pm

    The payment applications export also does not include applied credit balances.