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Tips from a Troubleshooter: Using Billing Cycles to Go Back to the Future
Once upon a time, end of year procedures involved copying your products and billing items. The Copy utility was great, it had a lot of cool features, and it would make your life a lot easier if it was correctly used. Think of it as the DeLorean of processes...
Tips from a Troubleshooter: Restricting Applications Using Applications Restrictions
As Anthony mentioned in a comment on my last blog post , Application Restrictions are key to effectively using Financial Aid and a fantastic answer when you need to make sure certain transactions pay for only certain charges. These transactions could...
Tips from a Troubleshooter: Aiding (But Not Financially) with Financial Aid
I'm calling an emergency posting of Tips from a Troubleshooter, because I know a lot of you are awarding financial aid to students right now. I'll return to my series on Student Billing 6 vs. Student Billing 7 soon, I promise. The Financial Aid...
Tips from a Troubleshooter: Student Billing 7 vs. Student Billing 6
Chapter 2: Integrated? What's that? Possibly the largest difference between version 6 and version 7 is that the software uses one database for all of your education and accounting solutions. So what does this mean to you? Think of The Education Edge...
Tips from a Troubleshooter: Student Billing 6 vs. Student Billing 7
Episode 1: The Conversion We ended support for Student Billing 6 on September 30, 2008. What does this mean for you? If you use Student Billing 6, you can still contact Support with software questions, but we will not be releasing patches or updates for...
Tips from a Troubleshooter: Favorite Tools
Three parts of the software are invaluable to me: Query, Export, and Reports. Query - I've said it before and I'll say it again, if you master queries, you will master the system. There's a great Query Guide you can use to help learn about...
Tips from a Troubleshooter: Applications
Student Billing relies on Applications to link charges, credits, and payments. I've had conversations with customers about automatically applying a payment to charges , creating advance deposits , or troubleshooting a reconciliation , and the underlying...
Tips from a Troubleshooter: Generate Transactions Automatically
In Customer Support, I've learned once June rolls around, we start seeing more questions around one specific process - Generating Transactions Automatically . Here's a break down of the Generate Transactions Automatically screen: This screen is...
Tips from a Troubleshooter: The Life of a Case
You're trying to print report cards and get a long error message instead of the report cards you need to send out. You're reviewing statements before you send them out, and find incorrect amounts due. A lot of students call in because they can't...
Tips from a Troubleshooter: Advance Deposits
Hi everyone! I know some of you might be familiar with me already; I'm Sean, a Customer Support Analyst who handles our Education Solutions products (Registrar's Office, Student Billing, Admissions Office, NetClassroom, and Faculty Access for...