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Set a Grace Period for the "Past Due" Status Shown to Parents
Currently we can only set a grace period on the Late fee for how many days past due a charge needs to be in order to be eligible for a late charge, however, the payment status in the Parent's Current Bill Portal will still show a status of "Past D...1 Future consideration
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Adult students should have access to their billing management.
Students in our upper grades are legally adults and it does not make sense for their parents to have access to their financial information. The "solution" of adult students having two logins (one as a student, one as their own parent - with two us...0 Future consideration
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Optional fees that parents can select after enrollment.
For example, parents often want to add money to "Allowance" for boarding students, and some students need to increase their "Exam Fee" accounts during the school year. A parent could click an "Optional Fees" button, select the fee, and then enter ... -
GL distribution schedules must always have matching credits and debits based on dates.
If a credit is applied to two charges in different months, then the GL distribution for the credit will include: a debit for the full amount, and two credits with dates for different months that sum to the debit amount. This means that posting one... -
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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Include the BBMS reference “number” in the BBBM direct debit transactions (as it is for credit card transactions).
Without a key field that is shared between BBMS and Billing Management, reconciliation is a trial. We need to be able to validate that all BBMS transactions have been correctly recorded in Billing Management. If the name on the credit card does no... -
Credits should have a GL Distribution (posting schedule) that matches the charges they are applied to.
For example: a miscellaneous fee with a GL distribution schedule of 10 months, and the Financial Aid credit that pays it, on a student with a two-installment payment plan. The Financial Aid credit will follow the two-installment schedule, and the ... -
Adding a project code to a charge or credit
Currently the only way to add a project code to a charge or credit is to enter the charge or credit and then go to the student transactions and edit each record to include the project code. When adding 20 charges in a group it entails going throug...3 Needs review
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Save or Autosave Transaction Screens
In Student Billing, data entered using Fast Charge can be saved and removed after processing. Billing Management does not have this feature to allow work in progress to be saved and changed later. When manually add charges/credits to a group (not ...0 Needs review
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Rearrange fields on Add Charge
The fields on the Add Charge screen are in a difficult order. Compare the the Add Credit screen, where they are laid out in the order then need to be filled in.0 Needs review