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Credit Application

Dawn Alonso

Hello,

I am wondering if anyone else has noticed difficulty in applying credits to certain charges. It seems like payments work just fine, always allocates to the charges that I designate. Credits, not so much. I have at times designated that a credit apply to Tuition and Room & Board, but the system will allocate to anything but Tuition first (even charges that I did not select), then if there is any portion of the credit left over it will put that on tuition. Seems like a bug that needs fixing.

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Higher Education Billing Management

Comments

Elizabeth Perron

Hi Dawn Alonso‍,

I noticed you had several support tickets open and resolved. Did any of those tickets address this issue?

If not, I encourage you to open a ticket.

If so, I encourage you to add comments to the ticket.

If a ticket was opened and resolved for this issue, can you please mark this question as answered? It would be great if you shared the answer with others in the Community.

Thank you,

Elizabeth

Blackbaud Community Team

Dawn Alonso

Hi Elizabeth,

Unfortunately this is not something that was is any of my tickets. But the one I have currently open about financial aid generating distributions is the hot issue. I will not be submitting any other support tickets until that is fixed. We are at a complete stand still because we cannot post our financial aid entries to the general ledger. Therefor there is no audit trail showing that we posted the items, as we would need to be able to show for Title IV funds, as well as the fact that this means all financial statement produced from the general ledger are inaccurate. Hopefully this will not take 6 months to fix like the last large issue that we turned into support.

Sorry if that is not the answer that you wanted but I have to say working with half a system that doesn't do what we were told is very frustrating.

Elizabeth Perron

Hi Dawn Alonso‍,

I understand being frustrated. As the Community Manager, I am glad to read any constructive communication so your response was helpful. I am glad you have a plan and are using the Blackbaud resources as you see fit.

In harmony,

Elizabeth

Ricardo Cancino

Hi Dawn Alonso‍

I had the same issue with credits and Financial Aid,

I ended recording the GL distributions and credits manually for each record. Yes, one by one.......

The Financial Aid Director is not happy at all, I needed to calm her down (and myself) but I was able to record them.

One good thing of this process is that, at least, the GL accounts are auto populated from FE.

I haven't created our first GL Post yet because of this issue. I'll keep creating tickets to share some stress to support and developers.

Dawn Alonso

Hi Ricardo Cancino,

I just wanted to let you know that there is a product fix in the works for the Financial Aid not generating GL Distributions. It was supposed to come out today, but got delayed. There is a work around that was suggested by someone from support. I am going to try it this afternoon and let you know how it works.

Dawn

Dawn Alonso

Ricardo Cancino:

Hi Dawn Alonso‍

I had the same issue with credits and Financial Aid,

I ended recording the GL distributions and credits manually for each record. Yes, one by one.......

The Financial Aid Director is not happy at all, I needed to calm her down (and myself) but I was able to record them.

One good thing of this process is that, at least, the GL accounts are auto populated from FE.

I haven't created our first GL Post yet because of this issue. I'll keep creating tickets to share some stress to support and developers.

Hi Ricardo,

I think that you are describing the work around for the Financial Aid. Did you go into each financial aid item and add the distributions?

For anyone who may be reading and thinking "I have this problem, what is the work around?"

1. Go into the financial aid item that is in the activity area.

2. Once you are in the details of the financial aid item, hit edit.

3. In the responsibility section change the mark to indicate "These specific people for these amounts"

4. You will then need to put the amount of the financial aid in next to one of the recipients.

5. You will then be able to put the account distributions in the GL Distribution section (If you skip step 4 it won't save.)

Yes, it is a tedious process but right now that is the only way to get GL Distributions to post to the GL for Financial Aid items ?

Have a great weekend all!

Dawn

Ricardo Cancino

Thanks Dawn,

Yes, I did the same steps for all our records. After doing that process, I noticed all the credits appear as "Not Applied."

I would like to add the step 6, "Applying the credits to a charge." This process updates the Past due balances. (Go to a student record / click on a credit amount link / hit Apply Charge / select the charge / hit save.)

Agreed, this is a tedious manual process.

Thanks again,

R.

Dawn Alonso

HI Ricardo,

How old were the pieces that you were working with? I am doing FA from 2/3/20 and the charges are 1/16/20 and it is applying to the Tuition and Room & Board that are open. Not that I don't know what you are talking about. For a period of time, I would put a credit on and it would apply to Tuition last, even if it was the oldest charge with an open balance. One can just hope that things improve soon.

Have a great day!

Dawn