Add filter to contract lists for Deposit Paid / Pending Payment

We need to report on parents that haven't paid their enrollment deposit, and there's no built-in filter for this with the existing contract lists. Including columns for deposit paid / paid by etc is a workaround, but it the list includes everone, paid and unpaid, which isn't so user-friendly for our admissions staff.

You'd think the Deposit Due Y/N filter would do this, but "deposit due" doesn't mean what you'd think (pending payment), rather just whether the contract includes a deposit at all - so we get a list with all contracts except those without a deposit/deposit amount manually adjusted to $0.

This is an obvious thing to filter for - please add this!!

  • Daniel
  • Mar 30 2023
Blackbaud Enrollment Management / Contracts / Lists & Reports (oB)
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  • Shannon Krise commented
    13 Mar 20:23

    I find the lack of deposit received filter very frustrating and would love to see a useful missing signature filter.

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  • Art Bryman commented
    13 Mar 16:44

    This is very much needed! Contracts have two major steps before they can be accepted/processed: 1) Deposit, and 2) Signatures. Neither filter exists, but there are two filters that are misnamed:

    1) "Deposit Due Y/N" doesn't mean deposit paid/unpaid - it means deposit =$0. Not sure how often this is useful.

    2) "Pending Additional Signatures Y/N" doesn't mean signatures needed/all signed. I'm not sure what it means, and there's no KB on it.

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