Blackbaud’s Education Management Solutions: What’s New For July 25, 2023

Denise Kadilak
Denise Kadilak Blackbaud Employee
Tenth Anniversary Kudos 1 Participant Facilitator 1
in Blackbaud K-12 Education Solutions™ Blog
Here are the latest changes, updates, and new features for the Education management products for July 25, 2023.

Learning resources

Tuition Management

Join customer support experts at 2 p.m. ET Wednesday, August 2 for useful tips, tricks, and recommendations for back-to-school season with Tuition Management. You can register here.

Academics

Assignment comments in learning progressions

When viewing their learning progressions, students can now hover over the comment icon to view their assignment comments.

Billing management (Limited Availability)

Blackbaud Billing management is available to customers not currently using Blackbaud Tuition management.

Failed payments status now appears for payers

Electronic payments that do not successfully process now show a Status of Failed to payers in the Payer portal, helping to indicate that the payer should resubmit the payment.

Billing year column added to Payment application export

We’ve added the Billing year column to the Payment application export for both charges and enrollment deposits, providing Billing clerks with additional details to include in annual tax correspondences.

Core

Profile publish access – prevent users from removing too much directory information

Platform managers use Core, Security, Profile access, Profile publish access to configure which profile data each role can publish for other roles to view. Now, platform managers can configure these settings to disable the option called Include my name, but do not include any other information about me. However, when you disable this option, it is disabled for all roles. When enabled, this option appears to users in their Account settings, Privacy settings. By disabling this option for all roles, including students, platform managers prevent those users from removing their information from the school’s directory.

Enrollment management

Registration Events

Admissions managers now have the ability to delete an attendee's registration option from the Attendee options list. For example, if someone mistakenly signed up for the wrong option, admissions managers can now delete that specific instance instead of just marking them as canceled. Keep in mind that this will only delete the selected registration option for the attendee, not their full registration.

Tuition management

Bank payment maximum limit increase

With this release, we’ve increased the maximum limit for bank account payments from $150,000 to $250,000.

The limit for credit cards remains $150,000 and Buy Now Give Now (BNGN) payments are limited to $10,000.

Failed Fee fields available in custom reports

The following fields are now available under Additional Fields when creating custom reports in the Advanced Reports category:
  • Failed Fee Amount
  • Failed Fee Date Applied: The date the fee was applied on a family's account.
  • Failed Fee Paid Date: The date payment was allocated toward the fee, and it was considered paid.

API and Integrations

Automate OneRoster file exports using SSH File Transfer Protocol (SFTP)

Integration managers can now set up an automated job that exports the OneRoster file export to a self-maintained SFTP location using provided authentication credentials (i.e., SFTP location, SFTP username, SFTP password). The automated job runs daily at 2 am EST and deposits the report to the SFTP location as a .csv file. References to each export are found under the OneRoster export page, with each automated entry containing Blackbaud System as the Submitted by entry.

Use the Test connection button to verify that a connection can be established before saving.

To set up an automated file export job, navigate to Core > Settings > Integrating settings. Add or edit an existing OneRoster setting, and then select the File Export options tab.

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To review a log of automated file exports, navigate to Core > System tools > OneRoster export and identify list entries featuring Submitted by Blackbaud System.

Parent information now optional for OneRoster export

We’ve added a new option to the OneRoster export Rostering options to include or exclude Parent information in exports.

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Additionally, the following endpoints now reference and accommodate the selected Parents Rostering option by including parent data when enabled: The following endpoints represent parent data as part of the user.agents collection:

School API and OneRoster API

For information about recently added endpoints and other updates, view the School API and OneRoster API changelog.

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:
  1. Log into the community and locate your name and profile picture in the upper right corner.
  2. Select the drop-down arrow and select My Account.
  3. From the My Account page, select the Subscriptions tab and scroll down to the Blogs section.
  4. 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.
  5. Scroll to the end of the page and select Save changes.

What’s Recent

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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