With the upcoming release of Calendars & Excursions, our team has made some very exciting enhancements to the Hero Student Billing package – making it easier to adapt when circumstances change surrounding the billing of activities.
Identify Payments Made with Greater Clarity
When viewing line items, we have separated payments from other credit amounts to prevent misinterpreting a void as a payment.
The credit amount column has been divided into Receipts (i.e. Payments and Transfer from PIA) and Other Credits (i.e. Voids, Write off, Discounts, Refunds, Transfers to PIA).
See the new columns:
- when viewing line items in bulk
- when viewing line items on an individual student
- when viewing the Line Item Details Report and Line Items - Ledger Summary
- view the transactions in separate tables when clicking any credit column link
Increase or Decrease the Value of a Line Item
You will no longer need to create a partial void when the cost of an activity goes down, nor will you need to create an additional line item when the cost of an activity goes up.
You now have the ability to create a Line Item Adjustment in either direction. This action can be carried out in bulk:
…. or on an individual line item:
As the adjustment affects the Line Item value (the debit), adjustments have been kept separate from credit transactions. A new ‘Line Item Adjustment’ transaction has been created.
To adjust the value of a line item:
- click the up/down arrow (individual) or the REDUCE/INCREASE buttons (bulk)
- enter the amount you wish to adjust the line item by OR the amount to be adjusted to and CONFIRM
- easily identify an adjusted line item by the * and a hyperlink on the amount:
- click any of the links to view the Line Item Adjustments table:
- view all adjustments made via the Transaction Reporting > Line Item Adjustment List:
Note: When reducing the value of a line item in bulk, the same conditions apply as when voiding in bulk. Any line item that is not about to be reduced in full due to payments existing will be excluded until the required payment amount has been refunded.
What Will a Caregiver See?
The caregiver will still see the amount owing on the payment screen, but to explain an unexpected change to the amount owing, clicking on the detail will show all activity against the line item including adjustments.
Hide Archived Line Items
We have also provided a new option to hide archived line items. An archived line item is a line item that has been fully voided or written off. Archived line items are not visible to caregivers and can now also be hidden from you.
The initial default is to ‘Show archived line items’. Click the slider to remove them from view. Changing the slider will save as the default for that user.
Supporting Help Articles:
