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Vote
Add notes section to Enrollment Deposit
Some families have unusual payment methods for the enrollment deposit and a notes section will help make that clear. There may be a credit already on the account that was applied. They may have submitted payment through merchant services but it fa...
Created 04 Dec 19:35 by Guest
Blackbaud Billing Management / Student record
0
10
Vote
There is no way to record return or reduction of financial aid
When financial aid is returned or reduced after the date of award, there is no way to post a "charge" to financial aid. Customer Support told me to delete or edit the original award but that is not an acceptable option, especially for federal or s...
Created 12 Jan 16:22 by Dale Cecil
Blackbaud Billing Management / Student record
0
Planned
2
Vote
Provide multiple layered sorting
When viewing any list, we can sort only by one field. We need to see multiple layers of sorting, for example sort first by charge description THEN within that group sort by date (or amount or name etc.)
Created 10 Sep 19:44 by Tony Block
Blackbaud Billing Management / Student record
0
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
7
Vote
Add a feature to reverse full or partial charge and auto-create reversing entries
It would be helpful and efficient to have a feature to reverse charges. This was available in Student Billing. What it does is that when open a charge, use reverse full or partial charge, credits and reversing entries will be created to offset the...
Created 19 Jul 16:49 by Jing Jin
Blackbaud Billing Management / Student record
0
Planned
8
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
1
Vote
Edit a payment - paid by field
We added an in-School payment and assigned it to a third-party payer, but we should have assigned the payment to a portal record instead (tuition was paid by a grandparent for whom we've created a portal record with parental access). We wanted to ...
Created 18 Nov 16:28 by Shirley Wagar
Blackbaud Billing Management / Student record
0
10
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
12
Vote
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.
Created 22 Feb 20:43 by Judith Curry
Blackbaud Billing Management / Student record
0
13
Vote
Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit
Created 01 Nov 16:34 by Daniel Perez
Blackbaud Billing Management / Student record
2
Already exists
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