4 results found

1. Declutter Payment Statement Report / Transactions

   Mitigate Excessively long Payment Statement Report. We use Aeries Payments to bill for our afterschool program and students who have been going to afterschool for several years now have a Payment statement multiple pages long with many very old and fully paid off charges still printing on it.

   I can see two good ways to achieve this.

   The simpler method would be to add more filters, such as an option to not print fully paid charges on the Payment Statement report. This would solve the excessively long report issue but would not clean up the payment transactions themselves.

   The more complex, but more complete method would be to introduce options for new year rollover to only roll over necessary information from the Payment Transactions tables, so account balances and unpaid charges are rolled over year to year, but all the ancient transactions that are fully paid and accounted for are simply left behind in the previous year database. This would solve the problem at it's root by keeping the transaction tables tidy, but I could see it being difficult to implement without adversely affecting other reports.

   Mitigate Excessively long Payment Statement Report. We use Aeries Payments to bill for our afterschool program and students who have been going to afterschool for several years now have a Payment statement multiple pages long with many very old and fully paid off charges still printing on it.

   I can see two good ways to achieve this.

   The simpler method would be to add more filters, such as an option to not print fully paid charges on the Payment Statement report. This would solve the excessively long report issue but would not clean up the payment transactions themselves.

   The more… more

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   0 comments  ·  Financials  ·  Delete…  ·  Admin →
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2. Aeries Payments Schedule and Auto Pay

   Aeries Payments- Prevent setting up a Payment Schedule when Auto Pay is not enabled

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   0 comments  ·  Financials  ·  Delete…  ·  Admin →
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3. Aeries Financials - Need to support Refund transactions from LivingTree

   Aeries Financials - Need to support Refund transactions from LivingTree

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   0 comments  ·  Financials  ·  Delete…  ·  Admin →
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   Started  ·  AdminMarie Cullens (Senior Business Analyst, Aeries Software) responded

   Hello, I wanted to let you know that development is starting on this item and it will be shipped when testing is completed.

4. Financials - specifics about the student asset not showing in financials
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