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6
Vote
Post Date - Ability to enter and import
There are many times where payment date is not the same as post date. This is especially true for Blackbaud Merchant Payments when the funds collected are distributed a week later. In this case, the payment date would be when the individual made t...
Created 16 May 17:43 by Shoshannah Engel
Blackbaud Billing Management
2
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
10
Vote
Send notifications to targeted groups/lists and generate notification reports
Currently, there are only three types of notifications (online payment made, past due balance, upcoming payment due) available. Is it possible to add a general type for billing purpose? Notifications are sent to all people with amounts due. Can we...
Created 09 Sep 19:31 by Jing Jin
Blackbaud Billing Management / Notifications
1
Needs review
2
Vote
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...
Created 16 Jan 17:11 by Brian McWhirter
Blackbaud Billing Management
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
6
Vote
Auto-Pay outstanding balance
Auto-Pay is great, but very limited. I'm suggesting that it picks up all charges, not just payment plan scheduled tuition payments. As a parent, it's inconvenient for me to log in and make a payment for lunches and field trips. I just want those f...
Created 03 May 18:19 by Guest
Blackbaud Billing Management / Payment plans
1
Needs review
14
Vote
Late Fees - Show a pre-report before posting / show post report after charging
Right now there is only one button and you won't know before or after who's been charged
Created 03 Dec 17:06 by Daniel Perez
Blackbaud Billing Management / Reporting
0
Needs review
6
Vote
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 ...
Created 24 Apr 14:48 by Guest
Blackbaud Billing Management / Student record
1
Needs review
4
Vote
Add notes on students statements
No description provided
Created 22 Aug 13:26 by Adriana Hirian
Blackbaud Billing Management / Payment plans
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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