Student Billing

Student Billing - Posting to General Ledger

Grace Wang — Tue, 27 Oct 2009 07:54:30 GMT

I have a question about posting to general ledger via student billing.

I am unable to see the details of summarized posting. Is there a way for users to see what make up the summarized amount?

Usually I am able to use the journal batch and line item to track the source record / transaction. I am able to use GO TO function when the transaction is shown as summarized.

Thanks in advance.

Emailing SB Statements

Rachel Welsh — Tue, 03 Nov 2009 12:28:10 GMT

I know that BB doesn’t have a way for us to email statements but I’m wondering if anyone has anyone has used an export in combination with MS Word email merge for doing this? While we do this for our conduct reports (it works very well), I’m slightly uncomfortable with emailing a statement that is not in PDF form.

Knowledgebase Polls

Jennifer Maroney — Thu, 19 Nov 2009 23:14:45 GMT

How often does Knowledgebase provide you with the answers you need? Vote now!

If you can't find the answer to your question in Knowledgebase, do you use Case Central or do you call? Vote now!

SB Statements in NetClassroom

Rachel Welsh — Tue, 03 Nov 2009 12:23:43 GMT

Has anyone moved to posting SB statements to NetClassroom? Any advice or recommendations for doing so?

Future Student Billing Reconciliation Roundtables

Katie Infinger — Thu, 23 Jul 2009 20:25:21 GMT

A few days ago, we posted a poll to gauge your interest in our upcoming Support Seminar and Q&A session, "Student Billing Reconciliation Roundtable."

If you missed the description, here it is:
Our Senior Product Support Lead, Charles Soderlund, will give an overview of the reconciliation process, including advance deposits and applications, reports, transaction control business rules, and troubleshooting tips and tricks. After each section, there will be time for your questions and ideas!

[Poll]

New Best Practices Guide!

Katie Infinger — Fri, 09 Oct 2009 13:53:28 GMT

Check out the new Student Billing Best Practices Guide, which covers methods to manage functions including record keeping, tuition billing, reconciliation, and end-of-year processes. This document was made just for you. Let us know what you think by replying below!

Forum Usage Poll

Katie Infinger — Tue, 06 Oct 2009 15:59:31 GMT

We want to know how you use the Forums. Please take our poll in Forums Feedback.

Grades for Sudents who have left

Mary Ann Rogers — Tue, 18 Aug 2009 16:00:13 GMT

What grade do you use for students who have left. Before we converted, our student billing made a grade for former students. After conversion, we merged with records from the registrar/admissions office and they kept the grade that the student was in when they left.

PCI compliance in Student Billing

Andrew Rein — Wed, 12 Aug 2009 13:00:23 GMT

We are looking to upgrade to version 7.91 of Raiser's Edge and, as part of that, move to the BBPS.

It is unclear to me how Student Billing interfaces with BBPS, if at all. Does it work in the same fashion as RE?

Thanks.

Record ID

Kathy Moore — Fri, 24 Jul 2009 17:33:16 GMT

When we converted from Admission and Registrar and AFN, we ended up with lots of records with blank ids. We now have a business rule in our new version to automatically generate ids with three letter prefixes to indicate the type of record... IND for Individual, STU for Student, ORG for Organization. We need to populate the blank IDs for Individuals so that the Business Office can apply payer information.

How do you use the record IDs and what is the importance?

Does the record ID impact the sync with Raisers Edge?

Any question that I am not asking that I should?

Student Billing Statement

Kathy Moore — Wed, 05 Aug 2009 19:51:37 GMT

Say it isn't so..... We just upgraded Student Billing in anticipation of posting statements to NetClassroom. Lo and behold, the following is greyed out as an option on the statement format: Print a logo on the form.

The Blackbaud knowledgebase reports we need to pay money to enable forms. Yikes! We print logos on report cards and transcripts already. Please tell me I am overlooking something simple to print a logo on the statement and that we do not have to pay money to make it happen.

SB6 to SB7 Experience

Sophie Bendush — Tue, 18 Sep 2007 17:18:05 GMT

We converted GL and AP to FE7 in spring of 2006. We have been holding back on SB7 hoping that the program will be more stable. We are planning to convert SB6 to SB7 soon. Can you share any feedback on your experience with SB7:
* system response time issues
* critical outstanding issues
* BB support on conversion effort
* Timing of conversion
* Lessons learned
* Integration with EE and RE

Greatly appreciate your feedback.

Sophie Bendush
St. Margaret's Episcopal School

Student Billing Reconciliation Roundtable Support Seminar

Katie Infinger — Thu, 16 Jul 2009 18:41:16 GMT

Update: The response was great and we've met our capacity for the scheduled meeting, so we are closing registration early. We've already had a few people say that they would be interested in a future session, and we know that not everyone had a chance to respond to this initial poll. If you're interested in a future session, vote on our Future Reconciliation Roundtable poll. When we schedule our next session, you will be the first to find out!

On Tuesday, July 28 from 2:00 - 4:00 p.m. ET, we are having a Support Seminar and live Q&A session called "Student Billing Reconciliation Roundtable." Our Senior Product Support Lead, Charles Soderlund, will give an overview of the reconciliation process, including advance deposits and applications, reports, transaction control business rules, and troubleshooting tips and tricks. After each section, there will be time for your questions and ideas! You must sign into the forums to vote.

[Poll]

Forums Cleanup Poll

Jennifer Maroney — Tue, 28 Apr 2009 16:12:05 GMT

To make searching the forums more efficient, we are considering deleting unanswered forum posts that are more than six months old.

Take the poll in our Feedback Forum.

Blogs! Cool new information!

Anthony Tomaino — Fri, 17 Apr 2009 20:11:25 GMT

You should definitely check out The Book Bag which is Blackbaud's blog about Student Billing and The Education Edge. You can get some really good information out of it. There are new articles on integration changes, end-of-year billing, advance deposits tips, promoting students, keyboard shortcuts and more!

EFT Implementation

Connie Newton — Wed, 18 Feb 2009 23:14:09 GMT

Has anyone implemented the EFT module in Student Billing v7.75 successfully? We are bringing our student billing process in-house and need to use EFT.

Integration with SMART Tuition

Marsha Herdliska — Fri, 30 Jan 2009 22:49:24 GMT

Does anyone out there use SMART Tuition as your tuition management service and import the SMART payment data to your Blackbaud system? We are told this can happen seamlessly, but we have questions about how to set up our billing schedule and appropriate GL accounts to use. Any advise would be appreciated.

Check out some changes to Advance Deposits.

Anthony Tomaino — Tue, 03 Feb 2009 15:47:22 GMT

Read the blog. Get a quick preview of some Advance Deposit improvements and lets get the conversation going on some best practices around this process!

http://forums.blackbaud.com/blogs/schoolsoftware/archive/2009/02/02/tis-the-season-for-advance-deposits.aspx

Student billing 7

Geraldine Gallagher — Tue, 03 Jun 2008 13:31:15 GMT

I am interested in feedback regarding working with Smart tuition and integrating this with Student billing. We are changing to SMART tuition for the new 2008-2009 school year, I am concerning about the posting of batch payments from Smart to Student billing. Right now with the upgrade to 7.75 my eft payments are not automatically applying to the accounts. I have to go into each account and apply payments manually.

Thanks

Geraldine Gallagher

Billing Faculty and Staff

Tamara Phillips — Tue, 21 Mar 2006 14:12:32 GMT

Good Morning:

Just wondering if anyone else uses 'student' record types for billing staff and faculty?

As a result, we now have duplicate records for faculty and staff - one in the faculty/staff database and one in student billing. We need to merge the duplicate records, but a this point Blackbaud does not offer this function. Blackbaud suggested their professional services. We were thinking that if others had the same issue, perhaps Blackbaud could offer a merging function.

Tamara Phillips
Trinity College School
Canada

Billing next year's tuition during the current year

Melissa Norwood — Thu, 08 Jan 2009 20:19:45 GMT

Hi,

I have converted to the latest release of SB but haven't yet gone through a billing cycle since everything came over from our old system and was previously set up, etc.

We want to be able to begin our 2009-10 payment plan in February of the current year…ISHHHHH! We want the charges to show on the regular statement. How is the best way to go about prebilling tuition in the current year for the following year which begins July ? What is the best way to set it up? Do you enter the payments as Adv deposits or ??? Do the tuition fees generate based on the SPE code or ? Any ideas as to how to best go about this would be greatly appreciated… Help!!!!

Importing Student Photos Success

Karen McAlinden — Fri, 12 Dec 2008 20:03:29 GMT

We just used the information in the Knowledgebase solution BB54669 to import photos for all of our students. It is AWESOME to have photos linked to our students without having had to link them one by one. Blackbaud should make this a standard plug in.

Payer Centric vs. Student Centric

Lisa Alberts — Mon, 20 Oct 2008 18:42:17 GMT

We are converting to Blackbaud and would like to know if anyone is payer centric and if that creates any problems with reconciling,

viewing reports or any other areas. If anyone is payer centric and is quite happy with it, I would also like your feedback on how it has worked

for you.

Student Billing 7 - Advanced Deposits and the Registration Fee/Down Payment

Tamara Phillips — Tue, 19 Feb 2008 19:00:04 GMT

Good Afternoon,

If any other school is using the Advanced Deposit function, I would be interested to know when the registration/down payment charge is applied to the student activity tab.

My understanding is that when a registration fee payment (due March 17) is received, I am to add the payment to the student activity tab as an advanced deposit. The payment, which will show on the activity tab, will not be reflected in the balance until I add it as a credit in the new school year (July). However, I am not certain when the charge should be applied to the activity tab - March (due that month) or July (new fiscal year) when the credit is applied?

We are planning on auto-generating the Tuition Refund Plan premium charge this September. Last September, were we unable to generate the correct premiums as we added the registration as a regular charge last March and therefore were unable to include it as part of that year's tuition.

Thank you,

Tamara Phillips

Trinity College School

Parent Records

Vicki Roberts — Thu, 10 Jul 2008 16:51:34 GMT

We are currently implementing Student Billing 7 and I am wondering if most schools actually create separate individual records for BOTH parents of every student regardless of their marital status (Married vs. Divorced).