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9
Vote
Option to print/preview one statement per student
Statements currently print for each statement recipient which is helpful if you want to actually print them and mail them to recipients. It would be helpful to be able to print/preview the statements - one per student - to check them to make sure ...
Created 13 Jan 20:55 by Dawn Zehr
Blackbaud Billing Management / Statement builder
0
Needs review
9
Vote
Include UserID field
When creating any list in any sub-module, include UserID field/column (as opposed to Student ID), because UserID is the field used in imports
Created 07 Dec 14:25 by Tony Block
Blackbaud Billing Management / Reporting
0
Needs review
9
Vote
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.
Created 31 Aug 22:03 by Jing Jin
Blackbaud Billing Management / Student record
2
Needs review
9
Vote
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...
Created 16 Sep 18:07 by Petra Hall
Blackbaud Billing Management / Statement builder
1
Needs review
8
Vote
Sort option should be available if printing statements
Statements print in some sort of random order. An option to sort alphabetically would be helpful.
Created 13 Jan 20:52 by Dawn Zehr
Blackbaud Billing Management / Statement builder
2
Needs review
8
Vote
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...
Created 02 Sep 18:24 by Guest
Blackbaud Billing Management / Student record
1
Needs review
8
Vote
Ability for parent to choose a specific charge while making payment
Disclaimer: We are in implementation stage and this idea is based on what we have seen in the demo. Currently the payment made by parent is applied to the oldest charge. The billing clerk has the ability to choose to apply payment but the parents ...
Created 29 Apr 20:33 by Santosh Thomas
Blackbaud Billing Management / Payer portal
0
Needs review
7
Vote
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...
Created 10 Mar 22:22 by Jing Jin
Blackbaud Billing Management / Statement builder
0
Needs review
7
Vote
Modify Late Fee calculation methods and formulas
Currently, there's only one method to calculate late fees, i.e. past due balance x late fee%. Can more methods be added, such as to calculate based on past due balance x late fee% x # of outstanding days? In Student Billing, there are at least 3 m...
Created 15 Nov 21:32 by Jing Jin
Blackbaud Billing Management / Student record
1
Needs review
7
Vote
Ability to add additional payment type
We would like to be able to add in additional payment types more specific than :Other"....Wire, BNGN, etc. this would help with reconcillitation
Created 09 Mar 17:37 by Judith Curry
Blackbaud Billing Management / Reporting
0
Needs review
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