📣Discover a Smarter Way to Streamline School Finances Is your school business office looking for an easier way to manage incidental billing? Join us on September 24 at 2 PM ET for an exclusive live demo of the brand-new Auto-pay for Incidentals feature in Blackbaud Billing Management™! Led by Product Manager Julia Meseck,…
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@Julia Meseck We had a third-party payer make a tuition payment for Student A. That student has now withdrawn, so we would like to unapply the payment and reapply it to his brother, Student B. When we edit the payment, Student A is listed in the Responsibility section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…
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…
Can someone clarify what this is? I can’t find anywhere in the KB or forums here what this payment method actually refers to. #BillingManagement #paymentmethod #payments
We are transitioning to Blackbaud Tuition Management and would like to see how other schools introduced to shift to your families.
Hi everyone, Have any schools set up Automatic Notifications to Parents through Core for Billing Management? I.e. Past Due Payment nonfictions. We are curious to see how it has gone for others. Any insights would be greatly appreciated. Thanks, Margaret
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