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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
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
10
Vote
Add a column for GL distribution value in the recent payments, recent charges screens
All tuition shows on the recent payment or recent charges screens as "Tuition" in the "charged for" or "pays for" columns. However, we have set tuition to post to different GL distribution accounts based on what school lever the student is at. We ...
Created 16 Aug 13:06 by Ed Blackwood
Blackbaud Billing Management / Reporting
0
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
17
Vote
Add a Notification Trigger for the Begin Date of a New Statement Period
Currently we can only notify parents using the trigger of Upcoming Payment due, but we want to be able to notify parents of when a new Statement Period becomes active instead
Created 29 Apr 14:18 by Mark Lamothe
Blackbaud Billing Management / Notifications
1
Future consideration
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
12
Vote
Ability to distribute payments evenly across a payment plan
No description provided
Created 09 Mar 17:37 by Judith Curry
Blackbaud Billing Management / Payment plans
5
Future consideration
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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