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Report of all linked accounts in BBTM
School users should be able to quickly identify their split households in BBTM so that they know who needs custom billing application. Currently school users need to keep track of these students outside of BBTM.2 Already exists
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Add percentage based discounts
A school administrator is asking to be able to post a percent amount, rather than a dollar amount, to a discount under Manage Fees and Discounts0 Under consideration
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Bounce Back Emails Process
School admins often ask if we track emailed invoices being received or bounced back. We do not have a current process in Blackbaud Premium that would allow us to know if or when this took place. Suggestion: A report on bounce back emails would be ...1
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Move Auto Debit Invoice: from JAKE and Add to LUCA and Enhance Feature.
The client Amanda Deerr Smart School ID# 13396 Fountain Valley School is interested in using the feature to send paper invoices along with ACH notices. They would prefer the invoice to say "Please do not remit payment as you are on Automatic Payme... -
Late fees shouldn't assess if a Shopping Cart item is purchased on the same day as the grace period ends
This would be useful for all schools that use the Shopping Cart feature and also have a custom grace period. All schools that use both of these features would benefit from it, as their families wouldn't inadvertently be charged a late fee when the...0
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Aging Report should also allow the option to include Student Codes & Type Codes
It would be very beneficial and a time-saving effort for us if there was an option to include a column for both Student Codes and Type Codes on the Aging Report, as it can be used for both sorting purposes, data collection purposes, as well as eas... -
BBTM > Custom Reports > Blackbaud ID Field
As a school administrator I would like to be able to add a families Blackbaud ID to a custom family export report.0
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Change "I'm a first-time user" process within the Parent Site to require the Family ID
The current process of helping a parent access their account as a first-time user is for a parent to e nter their email address and/or phone number. There used to be a requirement for the parent to include their Family ID, but that was taken away ... -
Buy Now Refund Processing Functionality
If a student family makes duplicate payments via the buy now function, the only way to process a refund to those families is to write them a check. That is a lot of work for a simple processing function that all major processors offer when collect...0
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TM Integrated Contracts: Allow different payment plans to be selected for subsequent children
I believe this is unique to EMS/TM integrated contracts. We have an early discounted plan that expires in April. We are running into problems with parents who selected that plan for their currently enrolled child, then enroll a new child after tha...1