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Break Up Report For all Instalment Payments
We request a feature that could pull a report/Query where we could see all the monthly instalment fees of each student. Updating manually from Billing Management for more than 700 students is impossible and this report would save us a huge amount ...0 Shipped
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Report/filter by "can be asssesed late fees"
I would like to see "Can be assessed late fee" as option in lists, both in columns and filters. It would be useful to be able to find records with/without that option checked, and to be able to drill down to those records in order to change the op...0 Shipped
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remove US Dollar Sign ($) on the Statements within Billing Management
as a Canadian boarding school , we request everything to display in Canadian dollar. however, the Blackbaud Support Case 018268693 confirmed: "we are currently only able to display the US Dollar Sign ($) on the Statements within Billing Management...1 Shipped
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Export payment applications in detail for Canadian tax forms (CRA T4 and T2200).
We need to report on: How much tuition (actual tuition, not boarding or incidentals) per student was paid for by the family, based on calendar year. How much financial assistance was granted to each student, based on calendar year. Currently, i...3 Shipped
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Expand date range to go beyond 28 days to calculate late charges.
Otherwise this means that payors will be charged late charges on items that are not due yet for months that have more than 28 days i.e., 11 months of the year.1 Shipped
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remove 'handled' failed payments from 'unapplied payments' search result
The new functionality of Handling failed payments is great. However, once the payment is marked as handled, it should not continue to appear in the 'unapplied payments' list. -
Add a Filter for Billing Year to the Transaction List
Currently we can only filter on the transaction date of a transaction within the List, but to aid in reporting needs, we need to be able to Filter on the Billing Year of the Transaction to reconcile payments being made in the current year on charg...0 Shipped
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Have credit balances appear on statements as beginning balances until credit is used.
Currently if a student has a beginning credit balance on their account, it shows a beginning balance of $0 on the monthly statement rather than the credit balance. If you print a range of the entire history it will show the credit balance in the a...1 Shipped
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Reapplying payments should change the corresponding Payment Responsibility amounts
With multiple children, if a billing clerk changes the charges that a payment is applied to, the 'payment responsible for' allocation between the children does not change. I believe it should. Balances do not show correctly if that allocation is n... -
When applying payments, show amount not yet applied.
When applying payments you currently need to use a calculator to figure out how much has not yet been applied. We commonly apply the full amount of charge A, then the remainder to charge B. If this was displayed next to or below "Amount to apply" ...