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Provide a search option by invoice number
We received a check from a financial institution that did not list the name of the account holder. All that was provided was the invoice number. Upon searching on my own and contacting Blackbaud Support, I discovered that there is no existing self...0
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If debit credit card is expired a notification should be sent to the card holder on file
I came across an account that had an expired Visa so the card was never charged. No notification was sent to the card holder for this error. If I didn't come across it we would have never known. From my understanding, a notification is sent out if...0
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Reports that don't refresh until the next day should be identified
If I add fees or discounts to an account they are incorporated into the Aging report immediately but won't show up on the AR Balance account until the next day. There is no warning or indication when you run the report that it won't be accurate.0
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when Posting payment data, drop down should indicate what dates have already been posted
The posting payment data process is already cumbersome in that we have to select billing vs payments vs in-school payments but when you then see the drop down list of available dates it would be VERY HELPFUL if they had a check mark or changed col... -
If a check mailed to the lockbox fails the family should be notified, but currently they are not
Currently families receive a $30 Failed Fee from Smart Tuition if their check fails, but they aren't emailed or notified in any way. Families are notified if their automatic payment fails so the process should be the same for checks sent (ie. Invo...1 Under consideration
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Roll over rate card option
It would be very helpful to have the option for the school to roll over the rate card setup to the next year with a click of a button or something similar. They currently have to re-create all rate card items each year.0
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In your email to parents notifying them of the auto debit that will take place, please make it clear to the parents that past due balances will not be auto drafted on the 1st of the month and that the parents are required to make manual payments for past due balances.
Some parents are not aware of your practice not to auto draft past due balances, and they have assumed that all outstanding amounts (past and present) are auto debited on the 1st of the month. Hence they are not happy when they find out that they ...1 Planned
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Late Fee Settings Carry Over
It would be great if you would allow for late fee settings and late fee communications to be carried over from year to year rather than us having to remember to ask Support to turn them off EVERY new school year.0
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Allow for change in login URL in BB communications to families to be school specific; for schools that have integrated BBTM and BBSM
Currently BB communications to families tell them to log in to parent.blackbaud.com to access their tuition acounts. Since our BBTM is integrated with our BBSM this is causing confuision and in some cases errors when families try to use the old lo...0 Under consideration
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International phone number listed as Primary phone number when there is no Domestic phone number
They would like to see the international phone # listed as the primary phone #. School has reached out to BB regarding this concern, and they have been told to put in a generic number. This is not acceptable for international families. New familie...0