View of Customer Payments applied to charges
The goal is to enable the Skyward user to easily determine to which charge(s) a customer's payment was applied ie. which payments paid what charges. Currently there is no quick way to determine on the customer's fee management screens which charges a payment was applied to in the customer's record. You have to drill down into each and every charge or payment to try to determine which paid what and other charges and payments that are irrelevant to the transaction appear which is very confusing.
Perhaps there can be some type of cross reference on the face of the customer fee management history to more easily determine which payments were applied to which charges; and/or some type of filter on the drill down to only see the items a check was applied to rather than other irrelevant transactions.
Christine Schlosman
shared this idea
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Jeri Gamble
commented
Or how about if the statement shows exactly what each payment is towards, instead of a list of payments on the top and a list of paid charges on the bottom.