Improve the ledger so that payments automatically and clearly apply to individual charges, accurately reflecting paid status and preventing false unpaid balances or late fees.

What specific challenge or problem does this idea solve?

Currently, payments are often received but individual charges continue to display as unpaid in the ledger. This creates confusion, triggers incorrect late fees, and requires manual intervention to reconcile accounts, even when balances have technically been paid.

How should this work?

When a payment is made, it should automatically apply to outstanding charges and clearly mark each corresponding ledger item as paid. The ledger should visually and functionally reflect which charges are settled, partially paid, or outstanding, without requiring manual adjustments. Late fees should only trigger when charges are genuinely unpaid after payment allocation.

Who will benefit (Admins, Staff, Students)?

Admins: Reduced reconciliation time, fewer support tickets, and more reliable financial reporting.

Staff: Less manual correction and clearer account visibility.

Students/Families: Accurate balances, fewer disputes, and improved trust in billing accuracy.

How will this change impact your daily tasks or overall experience?

This update would significantly reduce time spent manually applying payments, correcting ledger entries, and addressing billing concerns. It would streamline account management, improve accuracy, and create a more consistent and reliable billing experience for both staff and families.