Feature requests

[Anonymous]

Hi (sorry for multiple questions),

Would it be possible to un-link the dashboard data from the UBill access?

I want my employees to be able to do some billing actions, but I don’t want them seeing our income/monthly/projections. It looks like it’s an option on the permissions checklist, but they appear to be linked together.

 

Is it also possible to create an account history report that shows only payments made? Taking away all the other stuff like adjustments, etc?

[Master Toby Milroy]

 

 

I want my employees to be able to do some billing actions, but I don’t want them seeing our income/monthly/projections. It looks like it’s an option on the permissions checklist, but they appear to be linked together.

Hmmm….I see what you’re describing.

Currently, the “top” stat widget is ‘permissioned’ but not the Larger widget with the Forecast.

I’ll put this into the Dev Feature request list!

Great suggestion!

I can’t give you a sense of when exactly we’ll be able to add the feature, but I’ll be sure it’s on our list.

Is it also possible to create an account history report that shows only payments made? Taking away all the other stuff like adjustments, etc?

Yes!
You can use the Payment “Type” filter to show or hide whatever types of payments you’d like. Set that filter, then you can go to group actions, and print the grid.

Is it also possible to create an account history report that shows only payments made? Taking away all the other stuff like adjustments, etc?

[Anonymous]

Thank you for the quick response.

[Anonymous]

So for the reports, the main thing I am looking for is the formal report with our logo on top like the Customer Activity report under reports. Is there any way to generate a report that looks like that with just the payments made?

Reason I am asking is because 95% of our after-school program parents ask for an end of year report for their taxes, but to simplify everything on them, give them a report with just their payments made, without the adjustments etc.  Is that possible?

[Master Toby Milroy]

Hmmm…yes, I see what you’re saying.

The list gives us the ability to configure the results that you’re looking for…and the reports currently don’t have that ability.

For now, I’d recommend that you set up the filters to show the results you’re looking for, then go to “Group Actions” and export to Excel.

There you can pop in your logo and format as you’d like.

I’ll put in a feature request to the Dev team, and see if they can add a filter to the ‘report’ in the report section.

Thanks!

[Master Toby Milroy]

Hey Sir!

Good News!

This issue has been resolved.

The Dash widget is now hidden when you de-select the option in Staff Permission record.

Please let me know if you see any other issue with this!

 

Thanks again for the thoughtful feedback!

[Author]

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