Aged Accounts Receivables reporting is now available!

Julia Meseck
Julia Meseck Blackbaud Employee
Seventh Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Higher Education Solutions™ General Discussions

This morning we released the Aged Accounts Receivables report (Reporting > Aged accounts receivables) a bit ahead of schedule.  This new report allows Billing clerks to view student balances as of a specific date which is great to troubleshoot discrepancies in your general ledger or to provide support for your school’s annual audit process.



You can learn more about Aged Accounts Receivables here. 

We will be following up with the ability to export the list to Excel and to be able to drill into the numbers to see the transactions that make up each value. 

If you have any feedback on this new feature, you can post it here. 

 
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Comments

  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Just a note that if you have your aging periods set up as the due dates are what the aging period is based on, you might need to change it to transaction date to find discrepancies.  Since the GL report is based on transaction date that would be the best fit for finding discrepancies or providing back up for audit.  I will let you know how it works out since I am working on finding a discrepancy in our GL currently ?


    Thanks for the timely release!
  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Just an FYI, I am going to open a chat with Tech support.  I cannot get the setting for Aging periods to stay on Transaction date versus Due date, this rendering the report useless if you are trying to find a discrepancy. 
  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant
    Dawn Alonso‍,

    If you have time, please pop back in to this question and let us know what you learned from Tech support.


    On a different note, your profile photo looks so cheery! Thanks for spreading some holiday cheer in the Community.


    Elizabeth 

     

  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Hi Elizabeth,


    I did talk to one of the techs yesterday and they were seeing the same thing, so they were going to bring it back to the developers to see what is causing the problem.


    Thanks, I think we could all use a little holiday cheer!


    Dawn
  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Elizabeth Perron‍ 


    Just an update to let you know I am still waiting on an answer, it is still under investigation.


    Dawn

     
  • Daniel Glackin
    Daniel Glackin
    Name Dropper Participant Facilitator 1

    @Dawn Alonso
    What was the final outcome on this. We are having a problem reconciling Parent payments through the system and they are not included on the report. Only the rewards and aid we post to their accounts.

  • Julia Meseck
    Julia Meseck Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant

    @Daniel Glackin Can you send me an email with more details so I can help or get a case created for you? julia.meseck@blackbaud.com

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