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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
22
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
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
12
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
10
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
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
9
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
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
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 02 Sep 18:24 by Guest
Blackbaud Billing Management / Student record
1
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
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