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Pre-populated Templates for adding charges, credits, etc
When downloading a template under manage charges, credits etc, the column headers are there but the student columns are blank. In Tuition Management when downloading a template, it comes prepopulated with all the required student information and w... -
When updating payment method on one student's auto-pay ask if they want to update all autopays
I had a family with 3 children want to change her payment method from credit card to bank account to avoid the higher processing fee. She correctly went into one child and updated the autopay payment method, but since we are coming from tuition ma... -
Incidental auto-pay processing should occur on due date of charge
While the auto-pay functionality for tuition payment plans processes payments on the due date, incidental auto-pay processing does not work in the same way. Instead of processing a user's payment on the date a charge is due, we have to specify a d... -
Under the Payment Method tab add option to update Auto-pay
Parents assume they are updating their auto-pay payment method when they go to the Payment Methods tab under billing and change their default payment method. If it doesn't actually do that then it should at least have an extra checkbox that asks t... -
Include Past Due amounts on Payment Plans List
We use our payment plans list to track missed payments. It is very helpful in tracking those who have missed payments on their payment plan. However, it would be even better to have the past due balance as a column option on the Payment Plans List... -
Read Only Role
Need a true read only role for the billing clerk. It is difficult to clone the role and determine which tasks are read only or not. -
Date of Birth on Statements
Ability to pull in the students date of birth to the "charges for" section of the statement. -
Statement Style
Ability to style the statement similar to how we can edit fonts and formatting on our report cards and transcipts. -
Global Adjustment Report
Report that shows all recent billing adjustments made to system (whether it be change of payment plan, change of charge amount). Any changes made to student accounts with ability to filter by adjustment types. This is something we currently have i... -
Scheduled Reports
Ability to have reports scheduled to be sent to specific users. We have the ability to do this in Tuition Management.
