Notes

[TestUser1001]

Some of these have to withe the beta some are just improvements that I expected when the new version came out.

1. I would like a true payment history report to also include the students name.

2. When I’m making a new agreement, which fields are mandatory? They should have an asterisk (*) or be in red

3. In the Declines can an action be to Pay at School not just to change CC info

4. In the agreement list, can their be a column that says what program that agreement is for?

5. Can I input the payment amount without having to know the course fee. Must I use the fee calculator…?

6. PER MASTER PELT: change the terminology in agreement — Service Charge to Down Payment– and –Down Payment to Amount Paid–

7. To print appointments I used to go to calendar, list view, filter dates and then print. How can I do this? It was the only way to be able to print appointments and see the comments. Or can you make it so the appointment report prints the comments

[Ed Skinner]

Hi Annisa,

I am going over these to take a look where the gaps might be.  Give me some time and I will let you know where we are on these.

Take Care,

Ed

 

[Ed Skinner]

Hi Anissa,

I have added my comments below.  Thank you so much for all your help on this!

Take Care,

Ed

1. I would like a true payment history report to also include the students name.

Would this be something different then what you get with the AMSaccounts reports?  Please advise.

2. When I’m making a new agreement, which fields are mandatory? They should have an asterisk (*) or be in red

The mandatory fields are marked with a orange/red border around the field.

3. In the Declines can an action be to Pay at School not just to change CC info

We have added this to our fix it list.  Thanks!

4. In the agreement list, can their be a column that says what program that agreement is for?

We have added this to our fix it list.  Thanks!

5. Can I input the payment amount without having to know the course fee. Must I use the fee calculator…?

No you don’t have to use the fee calculator.  You can enter the fee right on the form.

6. PER MASTER PELT: change the terminology in agreement — Service Charge to Down Payment– and –Down Payment to Amount Paid–

Not sure what this is here.  It kind of doesn’t align with the functionality of the app so I will need additional information.

7. To print appointments I used to go to calendar, list view, filter dates and then print. How can I do this? It was the only way to be able to print appointments and see the comments. Or can you make it so the appointment report prints the comments

We have added this to our fix it list.  Thanks!

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