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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
5
Vote
Give options for default timeframe of charges/payments/credits list
When you pull up Recent Payments/Credits/Charges, the default is 30 days. This brings in many more than I would usually like to see, and takes a long time to load. If we could default that to a timeframe of our choosing, perhaps the page may load ...
Created 23 May 17:08 by Tony Block
Blackbaud Billing Management / Reporting
0
Needs review
5
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
1
Needs review
5
Vote
Safeguard Due Date
The system needs a safegaurd in place to ensure the due date CANNOT be earlier than transaction date. Without this safeguard, when manual adjustments are made to the due date an error may occur and there is no way to modify it once the transaction...
Created 16 May 17:39 by Shoshannah Engel
Blackbaud Billing Management
0
Needs review
6
Vote
We are seeing a time difference of 3 hours (ET vs PT) between transaction days meaning if we filter transactions in Billing Management and BBMS for the same day, we end up with extraneous transactions added at the beginning of the day and lost at the end.
We are seeing a time difference of 3 hours (ET vs PT) between transaction days meaning if we filter transactions in Billing Management and BBMS for the same day, we end up with extraneous transactions added at the beginning of the day and lost at ...
Created 03 Mar 00:01 by Nathan Still
Blackbaud Billing Management / Post to GL
0
Needs review
5
Vote
Allow auto-apply or apply all when manually apply available credits/payments
When manually apply available credits/payments for individual records, we need to select each charge and enter the amount. Can a function of auto-apply or apply to all be developed? So we can click this then the credits/payments will be applied to...
Created 09 May 21:24 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
5
Vote
Display Fee Name in Biller's Profile Activity Transactions
When go to a biller's profile, check Activity, work with transactions, the screen displays date, type, details... It would be helpful to display the Fee Name as a column, esp. for miscellaneous fees.
Created 09 May 21:09 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
3
Vote
Date Filter Options for Billing Lists and Reports
Our school year setup is different than billing year. Can transaction list date filters be based on billing year instead of school year? Can different layers of date filter be set, like the ones in FENXT reports? When Add charges/credits to a grou...
Created 26 Sep 18:12 by Jing Jin
Blackbaud Billing Management / Reporting
0
Needs review
3
Vote
Add a merge field to show the account current balance in Upcoming Payment Due Notifications
In the upcoming payment due notification setup, the [amount_due] merge field only shows the amount due in the current month, not the account's current balance as of the send date. Can a merge field be added to show the current balance? This field'...
Created 26 Sep 17:49 by Jing Jin
Blackbaud Billing Management / Notifications
0
Needs review
5
Vote
Have payment plans apply credits to charges to split the net amount owing over individual payments
We recently rolled out the payment plan feature and will use this to determine how much families need to pay when they set up auto-pay to automatically pay their monthly portion of fees in accordance with their payment plan. I was flabbergasted to...
Created 03 May 17:26 by Donald Brouwer
Blackbaud Billing Management / Payment plans
0
Needs review
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