-
Remove bank account in pending families- Functionality only available in ACTIVE families.
Currently, in the system a user cannot mark a bank account as inactive in pending. We can change it to mail in but not remove the bank account or "Mark as inactive". This option is available for active families and it would be beneficial if we can... -
"Needs Attention" notes should be accessible from the dashboard
Notes that need attention are displayed at the top of the dashboard, but the note itself cannot be accessed from that screen. You have to go to all notes, and then find the note again. The note should be able to be opened from the dashboard screen. -
Allow school to do OTC Waived Late Fee
It would be greatly appreciated if the school were able to issue the one-time courtesy late fee waiver internally, rather than needing to contact Blackbaud by phone or chat. Having the ability to process the waiver directly would improve efficienc... -
Merge Famliies
Merging families is a long process that requires contacting support. There should be an easy way to merge families, like when the user registers two students as separate families -
Could you please clarify why the “Edit Details” (pencil) icon is not available for Tuition Fees?
Being able to use the “Edit Details” (pencil) icon for Tuition Fees would be extremely helpful—especially in cases where a prorated amount needs to be added and for families to clearly see why the tuition amount is different. For example, if Tuiti... -
Add export button to export details/results of the billing upload.
This would be a useful report to act as a control to ensure that what we uploaded matches our source documents and manual calculations. It ensures that our import was not only successful, but is also accurate at the detail level. Working with larg... -
Tuition fee name should replace "tuition" in billing details
In billing details and "edit billing details" on a family account you cannot see the tuition fee name once it is applied. Adding it to the description is a workaround, but it would be better if it replaced the standard "Tuition" line in name as we... -
Have nickname/ Preferred name field
nickname/ preferred name field would be helpful in Tuition Management. If added, this should be a field in all custom reports, and on manage families export, view all families/ students export as well. -
Bulk Edit Fee Details with SSI or Manage Families bulk editing of Fee Details
When adding billing in bulk with SSI with Fee details added and it needs to be edited, we need the option to override the current Fee Detail on the students account in bulk. Or the option to edit the Fee applied in bulk to students affected with M... -
Show Tuition fee separate from fees
Tuition fee has it's own tab for setup, replaces the tuition line on billing details, but in other places it is categorized under "Fees". This should follow either it's own category or replace tuition in these areas. Example: "Manage families" >...
