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Bill Codes
Add a field where you can place a bill code for a student in a given school year. Also allow this bill code to be used in reporting as well as assigning charges.0 Needs review
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Ability to access prior year tax forms, 2022 for example
I would like Blackbaud to look into its users having access to tax forms for previous years. I would like to send 2022 1098-T's to the IRS. As it stands right now, if I wanted to see a prior tax year information, I would have to do the steps below...0 Needs review
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Prepaid and deferred tuition
We need a standard report to list all of the enrollment deposits and prepaid tuition by student that will balance to the GL. It should also have a check feature so that we can view the dates that the various remittances were made. the report shoul...0 Needs review
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Aging Report
The aging report PDF wraps the values if greater than $1,000 yet there is plenty of space in the margins to avoid this.0 Needs review
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Miscellaneous Fees
Please include the distribution account on the display or allow us to run a query to show the details of each transaction fee. -
Report that allows us to see payments and the billing year they are tied to
I can pull payments or transactions lists, but when I need to sort by the year that they are for, and especially if they are for more than one, I can't find that anywhere expect from an individual transaction. If pulling a list with both payments ...0 Needs review
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Field For Managing Payments like Autopay
Our school uses a system offered by our bank to debit our parents' bank accounts. We need a field to put the following: Limit (how much we're allowed to debit before asking for permission) Time of month -
Access to data objects in Billing Management for advance lists
Access to advanced lists, similar to that available in Core, would give us the ability to create much more useful lists on our own, than what what is currently available. These lists are read only so there should be no issue with coprrupting the d...1 Needs review
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Make "Balances to Reduce" column wrap
when bringing up the Recent Payments screen, the Balances to Reduce column expands to fit the names of all payees without wrapping. This affects all other columns, and any previous column widths that you've set. Balance to Reduce column should res... -
Add host id column to aged accounts receivable report
Add host id column to aged accounts receivable report, so that schools that assign host id based on campus can sort receivable balances by campus.0 Needs review