Hi,
There is a few issue with payment plan
1). in the advance search area the 2025 payment plans are not showing in the pic list.
2). Payment plan calculation does not take into consideration any credits applied to the account. it would be great if the calculation would include all transaction for a semester instead of just tuition and fees, and estimated financial aid such as Scholarships or payments (I may have reported this earlier but I can not find any ticket for it).
Thank you,
Status:
Task Created
Hello,
For request 1, I may need a bit more information. When you state 2025 I am assuming you are referring to payment plans tied to the 2025-2026 School year. I see SP24 (which would be 2025) and SU24 (which would be 2025). SP24 and SU24 are showing up on the pick list. So my guess is you are referring to FA25 payment plans.
In order for 2025-2026 payment plans to be set up, the academic terms need to exist in the system as the payment plans are tied to academic terms. Currently there are no 2025-2026 academic terms set up in the system. I would recommend the Registrar sets these up soon so that you can build your payment plans, billing rules and financial aid year/terms for 2025-2026 on the academic terms.
For 2. I believe there was already a request for some changes on the evaluation of the amount needed for a payment plan on a term. I will add this to the original request which is still open.
Dana
*GNECsis Support Specialist*