Blackbaud’s Education Management Solutions: What’s New For November 8th, 2022
Denise Kadilak
Blackbaud Employee
Here are the latest changes, updates, and new features for the education management products for November 8th, 2022.
Add payments is broken down into two sections: Defaults, which contains the default payment information for each payment, and Payments to add, the list of students for whom payments are added. Billing clerks can override the defaults on a per-student basis to customize and refine the process.
Billing clerks add students to the Payments to add list using either the Student search or uploading a formatted .csv file with a list of students after selecting Add from a spreadsheet.
Enable Auto-apply to apply payments to charges automatically or turn it off on a student-by-student basis by deselecting Auto-Apply? in Payments to add list.
To manage your community subscriptions:
Missed any of our weekly releases? You can catch up on everything in our Month in Review blog posts, which cover every feature and update Education management releases each month.
Blackbaud Billing Management™ (Early Adopter Program)
Add payments to a group of students
Billing clerks can now add payments to a group of students using the new Add payment to a group option found under Add payment on the Recent payments page.Add payments is broken down into two sections: Defaults, which contains the default payment information for each payment, and Payments to add, the list of students for whom payments are added. Billing clerks can override the defaults on a per-student basis to customize and refine the process.
Billing clerks add students to the Payments to add list using either the Student search or uploading a formatted .csv file with a list of students after selecting Add from a spreadsheet.
Enable Auto-apply to apply payments to charges automatically or turn it off on a student-by-student basis by deselecting Auto-Apply? in Payments to add list.
Leverage Text area on statements to communicate more information to payers
Text area is a new configurable section now available when building statements. Use the Text area section to convey any necessary or helpful information to supplement the other areas of the statement, such as reminders, balance explanations, school policies, and more, in a freeform text format.Notifications
We've moved the notifications Financial Notifications and Online Payment out of Core and into Billing management. Please note that billing clerks can still find them under Core, Communications, Notifications, then Notification History.Core
Coming soon: roles & tasks update
Watch this video on our YouTube channel for a sneak peek.Enrollment management
Application Forms
When admissions managers add or edit an application form, we've added an option to connect and invite new users to BBID. Once the application is processed with the BBID option enabled, a Login Email box appears and defaults to the email address entered on the form. New users will then receive a BBID invite email after the application has been processed.
Financial Aid management
Applications no longer include “Other” as a Gender option for dependents
We’ve removed “Other” as a Gender option for dependents in the application.Delete applications via Manage Families
Advanced School Users and Advanced Enterprise users can now soft lete applications from Manage Families.- Select Families > Manage Families.
- Select one or more families.
- Select Delete Applications.
(School) SKY API
For information about recently added endpoints and updates, view the School API and OneRoster API changelogs.Subscribe to “What’s New”
To receive email notifications when the What’s new update appears, make sure to subscribe to the K12 community’s blog by logging into the community site and selecting the Subscribe button.To manage your community subscriptions:
- Log into the community and locate your name and profile picture in the upper right corner.
- Select the drop-down arrow and select My Account.
- From the My Account page, select the Subscriptions tab and scroll down to the Blogs section.
- Locate Blackbaud K-12 Education solutions Blog. If you want to be notified as soon as the What’s new content goes live on the community, select the Instant option. You can also opt for Daily and Weekly notifications.
- Scroll to the end of the page and select Save changes.
Missed any of our weekly releases? You can catch up on everything in our Month in Review blog posts, which cover every feature and update Education management releases each month.
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