Tom Brainerd
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Activity overview
Latest activity by Tom Brainerd-
Tom Brainerd created a post,
Charges/Credits and Payments/Refunds reports
The aggregate activity in these two reports ought to equal the change in the aggregate student account balance over the same period of time. Period. End of story. So I guess that the feature reques...
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Tom Brainerd created a post,
Automatic void of failed ACH payments
Please give the option to have failed ACH payments automatically voided, as opposed to having to go in to the student account and 'manually' void the payment.
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Tom Brainerd commented,
Since both card and ACH fees are a computable quantity, Maybe there could be an option to charge it through, as opposed to doing rough justice. "You pay what we pay."
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Tom Brainerd created a post,
1098-T email capability
In the "Actions" pull-down menu it would be very useful to have the ability to email students whose names were checked, as opposed to having to export a flat file and do a merge to email. For examp...
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Tom Brainerd created a post,
1098-T Social Security Number Truncation
CompletedPlease provide Student Social Security Number truncation in the copy of Form 1098-T available to students in their Financial Dashboard, in accordance with the 1.6050S regulations. This will reduce ...
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Tom Brainerd created a post,
1098-T reporting
Please design a report that will allow users to identify the composition of items presented in the columns of the 1098-T report.
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Tom Brainerd created a post,
PoS linkage to student accounts
Give us the ability to disable PoS access to charge to student accounts.
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Tom Brainerd created a post,
Report fields
In order to provide the 'hooks' to be able to get data from Populi into various database and analytics formats, not to mention QuickBooks, give the ability to put additional columns in every report...
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Tom Brainerd created a post,
student name conformity
CompletedWe use Populi and Quickbooks. It's an uneasy marriage, and we try to work between systems as best as we can. The fact that Populi puts out accounting reports using different names for the students...
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Tom Brainerd created a post,
Financial Aid Input
Create a spreadsheet application, similar to the 1098-T adjustment spreadsheets, that will allow input of differing amounts for a single financial aid component at one time. If 37 students are gett...