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3
Vote
Add User Id to Student Profile Header and to all lists
When importing charges to a group, the user id is required in the import file. But the student's user id is not visible anywhere in Billing Management. Billing clerks need to switch to Core to find the user id. Even when viewing lists of recent ch...
Created 03 May 13:00 by Shirley Wagar
Blackbaud Billing Management / Student record
0
Needs review
1
Vote
Ability to Enroll Incoming Students beyond next year
There is a limitation current where "The School Year in the import file must be the current or next school year. Years greater than the next year cannot be imported." BBM should have the ability to enroll beyond next year as there may be enrolment...
Created 06 Jun 13:46 by Kumail Meghani
Blackbaud Billing Management / Student record
0
Needs review
22
Vote
View-only access to Billing Management.
There should be a role option that permits view-only access to student accounts. Registrar staff need view-only access to answer family questions. Finance staff who handle reconciliation should only be allowed view-only access as a separation of r...
Created 26 Apr 14:04 by Petra Hall
Blackbaud Billing Management / Student record
0
Needs review
21
Vote
Ability to add staff and organization records for billing
Billing Management only allows records set as student (incoming, current, alumni) type, not staff or organization records. Our billing clients are not only students and parents, but also staff and organizations. We need to process charges and cred...
Created 07 Mar 20:54 by Jing Jin
Blackbaud Billing Management / Student record
1
Needs review
21
Vote
Ability to manually edit Payment Plan
it would be super useful now as the payment plans are not getting calculated correcly in general. Even if this was fixed we have many families who need some type of adjustment to their plans.
Created 23 Feb 18:19 by Judith Curry
Blackbaud Billing Management / Student record
1
Needs review
3
Vote
Make changes to transactions after posted
We were informed that you can go back and make changes to previous transactions but were never told we can not make changes after they are posted. We need to be able to make changes especially to payments.
Created 29 Jan 16:35 by Veronica Medina
Blackbaud Billing Management / Student record
0
Needs review
9
Vote
Allow Preview before Processing
The system setup does not have Preview feature. It carries out commands blindly. For example, when batch assign statement recipients, we cannot see a list of records that will be processed in order to select or deselect records we want or don't wa...
Created 08 Mar 23:21 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
7
Vote
Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...
Created 24 Apr 14:48 by Guest
Blackbaud Billing Management / Student record
1
Needs review
1
Vote
Remove 'Payer' as a mandatory field
While identifying who paid is an important field, it should not be a required field. Making this a required field means we have to add these details to the excel file when doing a batch import. Furthermore, in most cases, who is the payer is not i...
Created 22 Apr 18:11 by Kumail Meghani
Blackbaud Billing Management / Student record
0
Needs review
9
Vote
Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits.
Created 31 Aug 22:03 by Jing Jin
Blackbaud Billing Management / Student record
2
Needs review
1
2
3
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