BBTM Student Search View | Add "Last Payment date"

Please add a column on the family search window to activate the "Last Payment Date." This would help so much when preparing to roll accounts forward for the next billing cycle. We clean up accounts from this view to expedite the refund process for accounts with a credit and no longer at the school. We would be able to do this more efficiently if the value were visible from the main screen view. Currently, we have to open each account to see the last activity on the record to determine if the family is active.


Thank you for your consideration.

  • Sheila Crotwell
  • Feb 12 2025
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