Greetings faithful blog readers! We recently held a customer round table regarding the fabulous topic of reconciling Student Billing to General Ledger. This was the first of many sessions we hope to hold discussing popular topics in Student Billing. Our support team is working hard to develop these sessions...

"Hey! My credit memo is posting for the second time!" Ever had this thought when posting? Or what about "Wait, why does this credit memo show on my validation report twice? I only want it to post once." If you have, you're probably starting to wonder if you actually did post the...

Heather's right about the automatic application. You can check the box to automatically apply payments and credits. However, the question about multiple AR accounts is a separate one. You need to have an unapplied payment account if you track you receivables through multiple accounts. This way if...

You can set a Business Rule to automatically apply new payments. From the Configuration page, click Business Rules, Highlight the General option, Select Always from the Automatically apply new payments and Automatically apply new credits drop-down menus. This can also be client specific by defining this...

Linking records through Integration can be a time-consuming task. It can be difficult to determine if matches are correct in the linking grid because sometimes students and parents happen to have the same names (i.e., Jr. and Sr.). Without opening their respective records, it is difficult to know which...

Student Billing relies on Applications to link charges, credits, and payments. I've had conversations with customers about automatically applying a payment to charges , creating advance deposits , or troubleshooting a reconciliation , and the underlying issue is usually an application. Let's...

We use infosnap and like it. They have great support. We have questions about setting up separate applications for siblings that would not necessitate them entering all the information we already have in the EE data base. Would love to know if anyone else has this issue! K. Swise

Let me set the stage. You've entered 665 payments and your last payment will not automatically apply. You've been reading Student Billing Statement , so you know how to manually apply it; however, the Student Billing Detail tab is blank. Now what? First off, dismiss any superstitions about the...

I would like to hear from other schools who have their applications online. Could you please tell me what software you are using and how are the fees handled? Pros and cons? Any input would be greatly appreciated. Thank you in advance. Cindy

How would you like to ensure credits generated from Financial Aid schedules can only apply to tuition or specific charges? Beginning in version 7.75, you can set application restrictions to control the application of advance deposit credits and financial aid credits. Follow these steps to restrict applications...