Locations:  

  • Student "Name": Expected Payments
  • Enrollment Agreement
  • Financial Aid Plan


Users with the following permissions: 

  • Bills and Expected Payments → View Expected Payments 
  • Enrollment → View Enrollment Agreement 
  • Financial → View


Case:

After a student is switched to the DROPPED stage, the Unpaid Bills remain in that group.


Problem:

Now, the Unpaid Bills of a student in previous groups influence the total student balance. This may lead to the current student balance being displayed incorrectly.


Solution: 

When a student is expelled (becomes DROPPED), all Unpaid Bills in that group are set to voided:


The sums of the partially paid bills are adjusted to make the open balance equal $ 0:


Expected payments (including credits) are deleted:


 

After a student is added to a new group, the student's A/R Card is checked. If a debt is found, a notification is shown on the following pages: Lead Details, Enrolled Details, and Financial Details. The notification will persist until the student gets ENROLLED, that is until the student's Enrollment Agreement is populated:

 

When populating EA in a new group, the student's A/R Card is checked. If a debt is found, a limitation is applied:


The limitation can be overridden by the new permission: Populate EA if the student has been dropped from the previous groups and has a positive amount in A/R Card Open Balance.

 

If a student is expelled from a group, the notifications about unpaid bills in that group are removed.

Deleted EP's and voided bills are not included in billing reports.


Available since GEGI v4.35.0 (view release notes)