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A simple report that can be exported into excel that has student registration and registration type that can be matched to billing
Every year our auditors require us to prepare an analysis that ties enrollment to our reported tuition revenue. Billing is done by student program and registration type, if we could have a simple report that we could download and use to create the...0
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Allow parents as payers for accounts
It would be helpful to have the parents to be able to access the student account as a payor. The student would go into their account and designate their parent as being able to pay on the account and any other permissions that want to give, such a...0 Reviewed: Voting Open
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Add option to select Session when generating charges
For each term we have two or more sessions offered that overlap. Since we can only select a term when we generate charges, all charges are added and we have to go in and delete the ones we aren't ready to generate. It would be great to be able to ...0
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Reporting
I need to be able to run a report of all scholarships and/or all loans for each semester for all our students.0 Reviewed: Voting Open
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Statement Billing Range Primary with Enhancement vs Billing Periods Optional
Billing Periods are not very useful for us but it is the first choice to select from for Admin or Students. Many of the billing periods will be blank. Would like to make the use of generating billing statements by Billing Periods View Optional or ...0
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Ability to Autopopulate Fields in Default Row vs Payment to Add Fields + "Paid By" in Bulk Payment Entry
When keying in a group of payments you can populate generally every field in the default row by hitting a key on the keyboard and then hitting the tab key. Why doesn't this work in the Payments to Add section? This functionality would be escpecial... -
Ability to create the list for corrected 1098-T forms
Currently, the system is unable to generate the file for the corrected 1098-T forms to be uploaded in IRS FIRE system, due to which we have manually file to IRS.2
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Need to be able to define and preview what charges are generated in student billing
No description provided0 Reviewed: Voting Open
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Adding the Option for Dollar amounts for distribution
When setting distributions for fees in Billing Management, you can only enter percentages. The option to enter dollar amounts would be wonderful. For example I have a fee that is $525 and I need to allocate to 4 different accounts in the amounts o... -
Statement Date
Currently the Statement Date shows the end of the period it was run for rather than the actual statement date which is confusing. The date the statement was run (currently at the bottom) should appear as the statement date at the top, and another ...