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when Posting payment data, drop down should indicate what dates have already been posted
The posting payment data process is already cumbersome in that we have to select billing vs payments vs in-school payments but when you then see the drop down list of available dates it would be VERY HELPFUL if they had a check mark or changed col...1
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Roll over rate card option
It would be very helpful to have the option for the school to roll over the rate card setup to the next year with a click of a button or something similar. They currently have to re-create all rate card items each year.0
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Late Fee Settings Carry Over
It would be great if you would allow for late fee settings and late fee communications to be carried over from year to year rather than us having to remember to ask Support to turn them off EVERY new school year.0
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Add the ability to search for a family account using the secondary signer
Add the ability to search for a family account using the secondary signer1
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If a check mailed to the lockbox fails the family should be notified, but currently they are not
Currently families receive a $30 Failed Fee from Smart Tuition if their check fails, but they aren't emailed or notified in any way. Families are notified if their automatic payment fails so the process should be the same for checks sent (ie. Invo...1 Under consideration
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Allow for change in login URL in BB communications to families to be school specific; for schools that have integrated BBTM and BBSM
Currently BB communications to families tell them to log in to parent.blackbaud.com to access their tuition acounts. Since our BBTM is integrated with our BBSM this is causing confuision and in some cases errors when families try to use the old lo...0 Under consideration
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In your email to parents notifying them of the auto debit that will take place, please make it clear to the parents that past due balances will not be auto drafted on the 1st of the month and that the parents are required to make manual payments for past due balances.
Some parents are not aware of your practice not to auto draft past due balances, and they have assumed that all outstanding amounts (past and present) are auto debited on the 1st of the month. Hence they are not happy when they find out that they ...1 Planned
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International phone number listed as Primary phone number when there is no Domestic phone number
They would like to see the international phone # listed as the primary phone #. School has reached out to BB regarding this concern, and they have been told to put in a generic number. This is not acceptable for international families. New familie...0
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Enable a notification to the financial aid administrator when a family accepts an award.
I would like to receive a notification when a family accepts a financial aid award so I know to go back to BBFAM and send the award to BBTM. Right now, I need to keep a separate tracking sheet and go back to BBFAM periodically to see if a family h...0 Under consideration
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Please add the amount granted to Award Detail merge field
Currently, when you send award letters and select multiple budget the merge field of Award Total combines the amount awarded from each budget and the Award Detail it displays the name of the budget. In my sample screenshot below $12,000 was from t...0