Kelsey, when add charges/credit to a group from an excel list, the auto-apply is not selected beside each record even though the box is checked at the top of the page (template row). Not sure if this is also the case with import payments.

We have recently released the ability to turn off automatic application when adding charges or credits to a group. There's a checkbox in the default line of both processes that let you leave all transactions in that batch as unapplied or you can individually uncheck the box for certain transactions.

When adding charges or credits/payments manually, you're able to choose at that time what transactions should be applied which hopefully gives you the fine tuning needed on individual transactions.

One thing to note is that if you choose to not apply the transactions when adding in bulk or adding manually, it won't automatically apply at that point, but if you add a transaction in the future that is set to automatically apply, those previous transactions may get applied at that time, so that's something to keep in mind.

We do not have an overall setting at this time that would prevent transactions from ever auto-applying, so I will leave this idea open but I did want to let you know that we've made some changes in the meantime that may help!

When add a payment in Billing Management, you can select to apply this payment to specific charges. In Student Billing, there are options whether to automatically apply payments/credits to the earliest or the latest charges first or do not automatically apply. It would make more sense to have a feature that allows us to set up application rules (same as in Student Billing), so we can apply payments/credits/deposits to targeted charges.

I have to go through all the student accounts I add credits or charges to, to ensure they have not been automatically applied to the wrong charge/credit. Turning off automatic applications was a feature in SB7. We also have financial assistance which should be applied to the tuition corresponding to the same date and not being applied to an outstanding school charge like the system does. It means I have to go through all the student accounts and unapply and reapply credit and charges to correct it. Very time-consuming an inefficient.