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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
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- Remove ability to set different post dates for debit and credit
Within the system, when modifying a transaction we are able to modify the post date however this does not modify the post date of the Debit and Credit Entries themselves. The ability to modify the post date on the Debit and Credit Entries needs to...
Created 16 May 17:47 by Shoshannah Engel
Blackbaud Billing Management
0
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
11
Vote
Allow deleting of posted charges, and bulk deleting of charges from list
Sometimes we make mistakes! Once a charge is recorded as posted it can't be deleted - please allow for that (so that charge is not seen on record at all). Also, from a list, allow for mass deletion of charges.
Created 16 Feb 13:21 by Tony Block
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
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