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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 ...1
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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
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Add Contract List Columns and Filters to the Students List in Billing Management
Currently the Students List in Billing Management can include certain columns of billing information such as their Payment Plan and current balance. To make a comprehensive list, we also need to be able to pull information from the contract in thi...0
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Billing integration with Camp Brain and BB Billing Management
There is already a third party partnership with Camp Brain, but if there was an integration with their billing module and Blackbaud Billing Management, it would be another feature for the next gen version of tuition and incidentals collections.0
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Send a past due to all accounts with a balance once a month
The current Past due notification is capable of trigger a past due notification only if the account is X number of days due. Please add an option to trigger a notification to all accounts with a past due once a month.0
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Payment Source
Currently the "Source" of a payment is a mandatory field of "In-Person" or "Phone". We don't have a use for this information but would like to be able to use this field to add our own payment sources such as the bank or payment software the paymen...1
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Add statement parameter dates to the statement.
The only date on the statement is the date the statement was printed. There is nowhere to indicate the date parameters used to generate the statement which is not helpful and misleading. For example, if the statement is for May but it was run in A...1
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Additional receivables accounts
We need additional receivables accounts. Our posting procedures involve allocating each transaction to specific receivables accounts based on the student grade level. At this time, our Finance Director has to manually sort through transactions to ...1
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Better audit trails throughout the product
We are relatively new users of Billing Management and are finding audit trails quite lacking and inconsistent throughout the product areas. We would love to be able to see at least who and when (date and time) made the latest change for any or all...0
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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...