It would be great to have a notification option that emails parents when a new charge for tuition or incidentals is added to their account. This is something many of our parents have asked for. I know there is the notification for items coming due but prior systems we have used would notify parents each time a new item is…
Has anyone recently experienced an issue with Payment Plans populating expiry dates that cannot be edited or removed? Our Payment Plans do not expire, but as of this morning, they're all populating with an expiration date of 1/1/1970. I can't remove or change the date, even though the field isn't locked, as it reverts on…
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We are new users of Blackbaud Billing Management and are currently working on aligning our financial processes. Our accounting platform is Sage 50 – Canadian Edition, and we’re looking to establish a reliable workflow for exporting General Ledger (GL) transactions from Blackbaud and importing them into Sage 50. If anyone…
We have tuition (and some other fees) set up to post to specific GL accounts based on grade level in their GL Distribution settings. When trying to use Post to GL, the accounts showing up for payments are consistently either the default AR summary or Cash accounts accounts set from Settings > Transaction Rules > Default…
@Julia Meseck We had a third-party payer make a tuition payment for Student A. That student has now withdrawn, so we would like to unapply the payment and reapply it to his brother, Student B. When we edit the payment, Student A is listed in the Responsibility section under “This payment should reduce the balance of the…
When I generate statements for a grade or a group, they are not alphabetized. It also generates 1 per responsible signer meaning that if there are 2 signers at one address the system generates 2 statements that are identical if the signers share a salutation. Has anyone developed a work around other that not generating…
I just noticed that when on a student's record (in Billing Management), the activity pane has a new toggle button that states, “Preview activity and print statements using the new balance calculations”. Does anyone know what this is for? I'm not sure what they mean by “the new balance calculations”. I've toggled the button…
Hi everyone, During audit time we discovered that Billing Management calculates aging based on the due date entered for the charge. For example, we could have a charge dated Sept. 30, posted Sept. 30, but due date of Oct. 15th. This charge will not show up in the subledger (AR Aging) in Billing Management as of September -…
When posting directly to the GL from Billing Management, has anyone experienced a failed batch without an error message? We have just implemented Billing Management and our first attempt to post to the GL resulted in a failed batch (2300 distributions), but there is no error message indicating the cause of the failure nor…
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