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Recent
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8
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 10:22pm by Jing Jin
Blackbaud Billing Management / Statement builder
0
9
Vote
Include UserID field
When creating any list in any sub-module, include UserID field/column (as opposed to Student ID), because UserID is the field used in imports
Created 7 Dec 02:25pm by Tony Block
Blackbaud Billing Management / Reporting
0
10
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 10:03pm by Jing Jin
Blackbaud Billing Management / Student record
2
12
Vote
Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.
Created 22 Feb 08:43pm by Judith Curry
Blackbaud Billing Management / Student record
0
4
Vote
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...
Created 15 Feb 06:59pm by Mollye Treadway
Blackbaud Billing Management / Payer portal
0
12
Vote
We need to be able to edit incorrect post dates in Billing Management.
We had the wrong post date set for manual billing of tuition/fees, and now can't correct it. We really need to be able to fix this.
Created 4 Feb 09:10pm by Guest
Blackbaud Billing Management / Post to GL
0
1
Vote
Allow distributions that are under 1%
For charges that require different allocations, such as tuitions and fees, it would be beneficial to have distributions that can be under 1%. This helps institutions save time reclassifying at a later date.
Created 11 Nov 02:15pm by Guest
Blackbaud Billing Management / Post to GL
0
13
Vote
Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit
Created 1 Nov 04:34pm by Daniel Perez
Blackbaud Billing Management / Student record
2
Already exists
3
Vote
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...
Created 9 May 05:17pm by Daniel
Blackbaud Billing Management / Payment plans
0
2
Vote
Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...
Created 9 Aug 06:02pm by Shirley Wagar
Blackbaud Billing Management
0
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