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Vote
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...
Created 14 May 15:02 by Mark Lamothe
Blackbaud Billing Management / Reporting
0
Future consideration
10
Vote
Additional Options to Base a Fee On
Currently we are only able to set a fee to a single amount or based on grade level, but we need to be able to also set a fee based on the same options that Tuition has, such as international/domestic, boarding/day, payment plan, and school program.
Created 08 Apr 13:51 by Mark Lamothe
Blackbaud Billing Management
2
Future consideration
9
Vote
Apply percentage of responsibility between divorced parents through payment plan
When a parent is responsible for 75% of a student's tuition and fees and pays their portion each month but the parent responsible for 25% pays in lumps sums at various points in the year. Rather than marking 75% of the payment plan as paid each mo...
Created 28 Mar 15:16 by Amalia Reef
Blackbaud Billing Management / Payment plans
1
Planned
9
Vote
When billing a student charge, allow dollar amounts and not just percentages to be entered.
An example is when we bill over 100 students for a yearbook - same charge to each student but we need to credit 2 different GL accounts. Entering percentages does not easily work out to the exact dollar amount we want to hit each GL account, due t...
Created 15 May 16:17 by Brenda Lampard
Blackbaud Billing Management / Post to GL
0
Needs review
9
Vote
Adding amounts when charging tuition rather than percentages
When you are adding a tuition charge, you can not change the amounts in the months, but rather, you put a percentage to for the months. If I need to prorate a month or tuition, I can not simply put an amount in that month that needs to be changed/...
Created 11 Apr 21:32 by Veronica Medina
Blackbaud Billing Management / Payment plans
0
Needs review
9
Vote
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...
Created 08 Mar 23:21 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
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
There is no way to record return or reduction of financial aid
When financial aid is returned or reduced after the date of award, there is no way to post a "charge" to financial aid. Customer Support told me to delete or edit the original award but that is not an acceptable option, especially for federal or s...
Created 12 Jan 16:22 by Dale Cecil
Blackbaud Billing Management / Student record
0
Planned
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
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