-
Multi-parent familes - both parents should be able to view and edit auto-pay
From the KB - Parents see message "Not eligible for auto-pay" when trying to configure Auto-pay: In a multi-parent household (two or more parents or guardians) the message indicates another parent has configured auto-pay for the student. Parent A ...0 In Progress
-
Add ability to print a deposit ticket
I can assign a deposit number to a deposit batch. I can then search and isolate this batch. However, I don’t have the ability to print a deposit ticket to reconcile the amount and number of checks in the batch to the deposit I will make.0 Needs review
-
Blackbaud Merchant Services payment fees should be included in Billing Management
Blackbaud Merchant Services payment fees should be included in Billing Management somewhere so when you post Billing Management to the General Ledger (i.e. FE NXT), the payments are recorded net of fees rather than gross of fees. How it is current...0 In Progress
-
History/ Process of NSF Checks
The process is to simply delete the payment and add a new payment, however, there is no record of the failed payment. There should ALWAYS be a record of a failed payment. Process needs to be revised.0 Needs review
-
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...2 Needs review
-
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...0 Needs review
-
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...0 Needs review
-
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 ...0 Needs review
-
Add Print Function to Lists and Reports
After lists and reports are generated, can they be printed directly from Billing Management? Now they have to be exported first. -
Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.1 Needs review