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When performing a batch add be able to enter a description
When I perform a batch add the software will not allow the user to add a description. On the individual accounts the description show up as "Applied via new billing API" as the reason for adjustment. Therefore there is no way to know exactly what ...0
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Apply rate card to students of families who are already enrolled
Currently, the rate card is only added when families are enrolled. If they want to add a new student, the fees and tuition must be added individually and manually. You should be able to click a button and apply the right rate card after selecting ...0
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Student Codes download file annually
I currently use the student codes for the student's homeroom #. It would be helpful to have the ability to send an excel file to automatically download the student's new home room code each year.0 Under consideration
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Have notes/parent requests be automatically assigned to Notes team
When working off of the front page for new notes/parent requests, the page needs to be constantly updated to see new requests, resulting in a mad dash to be the first to grab a note. If notes are assigned to the team automatically, there won't be ...0 Unlikely to implement
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Schools should have the ability to update parent information without an email address
Currently, if you are attempting to update a parent's information ( address, name etc.) you are required to have an email address entered in order to save the updated. This occurs even if the family was ingested without an email address. The schoo...0 Under consideration
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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...0
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Allow schools to edit enrollment fees
Schools must contact their account manager to add, change or remove enrollment fees. This is the only section in Manage Fees and Discounts that requires this intervention and makes the process much more cumbersome than it should be. Please impleme...0
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Include Discounts in Custom Payment Allocation
When adding a Payment using Custom Allocation , it would be helpful to include Discounts in the total payment allocation, consistent with how Blackbaud automatically allocates payments. For families receiving financial aid or other discounts, it’s...0
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Entering Charges/Payments - Ability to Use actual dates not date it was entered
The ability to use actual dates instead of the the date things are entered would save valuable reconciliation time. For instance - entering charges especially near year end, some of the charges do not come in until after the year end (in our case ...0
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Default menu access to be set to Edit Billing Details
As a Student Billing Liaison, 95% of the time i am changing some's fees, discounts , or adjusting the account. In turn, having the menu default to edit billing details would save clicks/time.0