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3
Vote
Make changes to transactions after posted
We were informed that you can go back and make changes to previous transactions but were never told we can not make changes after they are posted. We need to be able to make changes especially to payments.
Created 29 Jan 16:35 by Veronica Medina
Blackbaud Billing Management / Student record
0
Needs review
21
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
20
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
19
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
8
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
6
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
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
5
Vote
Allow auto-apply or apply all when manually apply available credits/payments
When manually apply available credits/payments for individual records, we need to select each charge and enter the amount. Can a function of auto-apply or apply to all be developed? So we can click this then the credits/payments will be applied to...
Created 09 May 21:24 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
5
Vote
Display Fee Name in Biller's Profile Activity Transactions
When go to a biller's profile, check Activity, work with transactions, the screen displays date, type, details... It would be helpful to display the Fee Name as a column, esp. for miscellaneous fees.
Created 09 May 21:09 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
5
Vote
Deleting Unposted Charges - Select All should select all, not 20 at a time
ISSUE: When you go to Current Charges and search for a Charge you want to delete, "Select All" only selects the charges on the current page (20 max). SOLUTION: When you "Select All" it should select ALL charges not just the 20 on the first page. I...
Created 01 May 21:22 by Guest
Blackbaud Billing Management / Student record
0
Needs review
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