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Failed/Missed Autopay payments should be distributed going forward according to payment plan
Instead of either making a manual payment to cover the missed one, or adding the amount to the next scheduled payment (so they're charged double), the amount should distribute across future charges according to their payment plan. This takes the w...0 Needs review
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Add credit card rate charge options
Currently Billing Management only allows for a flat fee or flat % when setting up Credit card convenience fees but the rates charged by Blackbaud Merchant Services are not a flat rate or % and Amex rate is different than Visa or MC. This causes us...0 Needs review
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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...0 Needs review
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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 imports0 Needs review
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Unenroll Bulk Advisees
We should be able to unenroll multiple students just as you can enroll group for Advisory.0 Needs review
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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. -
Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.0 Needs review
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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.0 Needs review
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Import Charges based on User ID only
Currently you can import charges based on student name + user ID. You should be able to import charges based on user ID alone. There is a large opportunity for errors with names i.e. misspelling, nicknames, students with the same name etc. In SB7 ...1 Needs review
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Make default statement the most recent closed period
When parents receive a notice from me to check their statement, they go to statement and the default period in the drop down is the ‘current period’. This period does not reference the charges for which they just received a statement notice. I sen...0 Needs review