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8
Vote
Modify Late Fee calculation methods and formulas
Currently, there's only one method to calculate late fees, i.e. past due balance x late fee%. Can more methods be added, such as to calculate based on past due balance x late fee% x # of outstanding days? In Student Billing, there are at least 3 m...
Created 15 Nov 09:32pm by Jing Jin
Blackbaud Billing Management / Student record
1
In Progress
3
Vote
Add Post Status Field to Add Charge or Add Credit Pages
When add a charge or add a credit, Post Status field does not show on the pages (system defaults to Not yet posted). There's no selection for Post Status (Not yet posted, Do no post, Posted). The Post Status field only shows up when add charges or...
Created 4 Nov 07:23pm by Guest
Blackbaud Billing Management / Student record
0
Needs review
3
Vote
Allow student to make payments on student account
Sometimes a student will use their own credit card or debit card to pay for items on their student account. Currently as the parents are the only ones who are listed as statement recipients, we get an error when putting in the student name as the ...
Created 26 Oct 09:01pm by Guest
Blackbaud Billing Management / Student record
1
Needs review
5
Vote
Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.
Created 20 Oct 03:36pm by Guest
Blackbaud Billing Management / Student record
1
Needs review
6
Vote
Have the full student name on each billing page
The student name is not consistent on each of the billing pages. Sometimes it's the first and last name, sometimes it's the preferred name and last name. Please could we have the full name (first, preferred, last) in all cases as we have students ...
Created 6 Oct 07:59pm by Guest
Blackbaud Billing Management / Student record
0
Planned
7
Vote
Allow more options for Notes and Actions
Notes and Actions do not record/save the person's info as to who added the notes or assigned the actions. Actions only have due dates, not initiation dates. We cannot add one note or assign one action to multiple records in bulk. Instead, we need ...
Created 30 Sep 08:11pm by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
8
Vote
Payment Source
Currently the "Source" of a payment is a mandatory field of "In-Person" or "Phone". We don't have a use for this information but would like to be able to use this field to add our own payment sources such as the bank or payment software the paymen...
Created 2 Sep 06:24pm by Guest
Blackbaud Billing Management / Student record
1
Needs review
6
Vote
Add a setting for billing status
In Student Billing, we can set up billing status (active, inactive, on hold) for accounts. Queries can be created based on the billing status, so we can perform different tasks such as sending statements and collect from active accounts only. Inac...
Created 1 Sep 02:35pm by Jing Jin
Blackbaud Billing Management / Student record
0
Planned
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 10:03pm by Jing Jin
Blackbaud Billing Management / Student record
2
Needs review
2
Vote
Staff should be able to view and edit past candidate transactions.
Sometimes incoming students cancel at the last minute, before they actually attend school. In those cases, they are withdrawn back to being "Past Candidates", because they were never actually students. This often leaves unhandled charges on their ...
Created 27 Jul 02:28pm by Petra Hall
Blackbaud Billing Management / Student record
0
Needs review
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