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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 ...0 Needs review
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Transaction Lists - "Details" filter should work with Payments & Enrollment Deposits, not just Credits & Charges
Self-explanatory, especially for payments. This is sorely needed for reporting and accounting.0 Needs review
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Add dollar amount summary for a group of charges/payments/credits.
I am able to isolate a group of charges/payments/credits in the respective search screen. In addition, the system provides a summary count of these isolated items. However, it would be immensely helpful to provide the dollar amount of this isolate...0 Needs review
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Bulk update posting comment, date, etc.
Please add ability to select a group of charges in BBM and update the comment, charge date, due date, post date etc. Currently if you want to update a charge, it needs to be deleted and re-entered. This would be immensely helpful. -
Access to Candidates in Billing Management
Access to Candidates should be available in Billing Management (as opposed to just Students and Incoming Students). I am currently in a situation where a Candidate became an Incoming Student, began paying tuition, and then decided to delay enrolme...1 Future consideration
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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... -
Only able to add charges to a current billing year
We defer some tuition installment to the following billing year and currently, billing management does not allow you to put in a charge for the next billing year. Basically, you can only deal within the current billing year.3 Already exists
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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/...0 Needs review
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Generate Late Fees should be more robust
Clicking the Generate Late Fees button simply adds the late fees and then done/disappear. There should be other features there, such as a preview, a selection display, a report generated, date to charge ON, date to calculate AS OF, ignore trivial/...2 In Progress
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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