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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 ...0
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BM SKY API to BigQuery / Google Sheets
We collect billing and attendance data daily through internal tools, which populate into Google Sheets. Currently, this data must be cleaned, exported, and imported into Blackbaud. An API-based connection that allows schools to automatically push ...0
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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.0
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View all user tabs for all users - even if not marked as parents or responsible payers.
There are people in Core as family members who should not have access through the school portal but who make payments, and are included as payers on the student record in Billing Management. However, in Billing Management we cannot see all their t...0
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Highlight or somehow identify failed payments in transaction list
On the student activity transaction list, if a payment has failed, it should appear differently than other transactions. I understand the post status is marked as Do Not Post, but on a quick scanning of the activity list, it looks like an unapplie...0 Under consideration
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Add Note or Comment to Add Transactions to group
It would be great if we could add a note or a comment to a batch of transactions either in the Add workflow or in the Process History (Results or Drafts) as there are sometimes additional internal information that is important to record regarding ...0
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Add Attachment to Add Transactions to group
There are times when I want to review my source data for importing charges, credits, payments. It would be great to be able to add attachments to the "Add to group" workflow either during the workflow of add to group OR in Process History in eithe... -
Inactivate Alumni and Past Students whose accounts are paid up in full
1).Statements are still generated every time parents with current and past / alumni students select "View Statement". They find it frustrating when they have to scroll through multiple statements of students no longer at the school to see the stat... -
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...0
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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 ...0