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We need to be able to edit incorrect post dates in Billing Management.
We had the wrong post date set for manual billing of tuition/fees, and now can't correct it. We really need to be able to fix this.
Created 4 Feb 09:10pm by Guest
Blackbaud Billing Management / Post to GL
0
Needs review
10
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 03:16pm by Amalia Reef
Blackbaud Billing Management / Payment plans
1
In Progress
10
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 04:22pm by Dale Cecil
Blackbaud Billing Management / Student record
0
Planned
10
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 10:03pm by Jing Jin
Blackbaud Billing Management / Student record
2
Needs review
10
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 03:02pm 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 8 Apr 01:51pm by Mark Lamothe
Blackbaud Billing Management
2
Future consideration
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 09:32pm 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 8 Mar 11:21pm by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
9
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 08:52pm by Dawn Zehr
Blackbaud Billing Management / Statement builder
2
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 7 Dec 02:25pm by Tony Block
Blackbaud Billing Management / Reporting
0
Needs review
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