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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.2 Needs review
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Contract Processed Notification and PDF
Since our contracts ultimately go to our Student Billing Department, it would be helpful if they received some type of notification that a contract has been processed so they can view the financial information to confirm it has imported correctly....0 Needs review
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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.0 Needs review
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Separate Statement Periods from Billing Periods
The current system setup only allows statement periods, which become the billing periods. This may cause confusion to parents when they view statements. Billing periods are based on calendar months while statement date may not be the end of the mo... -
Need a third party payer activity report
Need a report on third party payers that lists the third party payer, the payment amount, who it was for, the date it was paid0 Needs review
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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 benefit2 Already exists
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Make default statement the most recent closed period
When parents receive a notice from me to check their statement, they go to statement and the default period in the drop down is the ‘current period’. This period does not reference the charges for which they just received a statement notice. I sen...0 Needs review
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Post Date - Ability to enter and import
There are many times where payment date is not the same as post date. This is especially true for Blackbaud Merchant Payments when the funds collected are distributed a week later. In this case, the payment date would be when the individual made t...2 Needs review
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NEED ability to add more than 2 statement recipients PLEASE
It would be helpful for our school to have the ability to notify more than 2 statement recipients. This would help in the instance of split families to notify: mom, step-dad, dad and step-mom. Or, if we wanted to notify mom, dad and grandma, grand... -
Have payment plans apply credits to charges to split the net amount owing over individual payments
We recently rolled out the payment plan feature and will use this to determine how much families need to pay when they set up auto-pay to automatically pay their monthly portion of fees in accordance with their payment plan. I was flabbergasted to...0 Needs review