Exclude expired users from bursar integration job
Our bursar is not currently able to collect charges from users who are no longer at the university. So we want to be able to able to exclude these patrons from the reports that are sent to the bursar with bursar integration. The fact that this doesn’t exist now has prevented us from implementing integration.
We would like this functionality to be an additional filter in the bursar integration settings that would exclude users whose expiration date is in the past. If it could specify an actual or relative date, this would be an additional improvement.
Henry Steele
shared this idea
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Mona Ammon
commented
I am out of votes. But really want this. Also I think this request could go farther. The bursars integration profile could be more flexible with more criteria for determining when to send fees. Expired accounts are one of them. We get around this by putting the fees in dispute which is not optimal. Adding statistical category would be nice. I could then collapse additional user groups.