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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
1
Vote
Remove 'Payer' as a mandatory field
While identifying who paid is an important field, it should not be a required field. Making this a required field means we have to add these details to the excel file when doing a batch import. Furthermore, in most cases, who is the payer is not i...
Created 22 Apr 18:11 by Kumail Meghani
Blackbaud Billing Management / Student record
0
Needs review
1
Vote
Auto Generate Batch/Deposit # for Payment(s)
When adding payments (whether individually or in bulk), a deposit # should be auto-generated as opposed to the User creating a batch number. With the user creating the batch/deposit number can lead to errors such as duplication, mistyping or out o...
Created 22 Apr 17:47 by Kumail Meghani
Blackbaud Billing Management / Payer portal
0
Needs review
2
Vote
Add "at any time" filter to Transaction Lists
The distribution lists has a filter for both Post Date = At any time as well as Transaction Date = At any time. The post to GL has the same two filters. The transaction list has slightly different filters but it would be helpful when creating back...
Created 06 Feb 18:47 by Seth Hurd
Blackbaud Billing Management / Reporting
0
Needs review
7
Vote
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....
Created 11 Jan 19:46 by Karla McNamee
Blackbaud Billing Management / Notifications
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
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
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 01 Nov 16:34 by Daniel Perez
Blackbaud Billing Management / Student record
2
Already exists
1
Vote
Ability to access prior year tax forms, 2022 for example
I would like Blackbaud to look into its users having access to tax forms for previous years. I would like to send 2022 1098-T's to the IRS. As it stands right now, if I wanted to see a prior tax year information, I would have to do the steps below...
Created 16 Apr 15:54 by Guest
Blackbaud Billing Management / Reporting
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
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