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Inactivate past or alumni student records with zero balances.
As the years increase using Billing Management we are not able to close paid up student accounts so that they do not appear on reports and lists. Also statements are produced for all students in a family even when they are no longer at the school ... -
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... -
Allow a deposit specfic to Incidental Charges
In addition to an Enrollment Deposit that credits Tuition can there be an Inciental Deposit that would credit any incidental charges hitting a student account. Once the deposit is used completley then the family could kick into Incidental Auto-Pay... -
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... -
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... -
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 ... -
Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up. -
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. -
Blackbaud Merchant Services payment fees should be included in Billing Management
Blackbaud Merchant Services payment fees should be included in Billing Management somewhere so when you post Billing Management to the General Ledger (i.e. FE NXT), the payments are recorded net of fees rather than gross of fees. How it is current...Planned
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Allow statements to be sent to non-payers
We would like to have statements be available for additional recipients that are not financially responsible to pay.
