Dusty Baker
suggested this on May 04, 2011 03:14 pm
When adding a new enrollment to a family you have to remember to go to ledger info and add a charge for the new class for that month. This request is to add a button to the New Enrollment screen called "Save and Add Charge". This would save the enrollment to that family and then open the New Charge screen for that family. This would streamline the addition of new enrollments for existing students.
We bill monthly and often people want to add classes after we have done the Global Tuition Charges and have sent statements for that month. This means that when we add the enrollment, we have to remember to go to ledger info and add the charge. Having a button to do this on the new enrollment screen would make this process easier.
Comments
This would be a HUGE time saver!
If you haven't noticed already, the save and charge button has been added! Now, if you click save and charge, the new enrollment window will close with the charge window open.
I hope this helps!
I did notice and have already used it. Thanks for the change. It will be a big time saver.