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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 imports0 Needs review
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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.2 Needs review
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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 ...1 Needs review
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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.0 Needs review
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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
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Contract Processed Notification and PDF
Since our contracts ultimately go to our Student Billing Department, it would be helpful if they received some type of notification that a contract has been processed so they can view the financial information to confirm it has imported correctly....0 Needs review
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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 benefit2 Already exists
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Add accessibility to "Contracts" (in Enrollment Management) to Billing Management.
This would allow our business and financial department to utilize the "contracts", which are located within the Enrollment Management System, through their Billing Management for initial payments, such as deposits, etc. Currently, it does not make...0 Needs review
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Allow multiple payment plans
Many Higher Ed schools issue multiple contracts throughout the year; using a contract for each upcoming term. Currently, the system will only display the first payment plan from the first submitted contract. Having the ability to have the payment ...5 Future consideration
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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