Student Billing

Automatically created Adjustment transaction (SB 6)

Tim Straub — Mon, 31 Aug 2009 17:05:30 GMT

During cleanup of student activity, an item was deleted that was several years old. Now when posting to the GL, the batch fails because the automatically created Adjustment (ADJUST prefix on control report) is attempted to post to a hard-closed GL period. What can be done to either eliminate the adjustment (we'll do it manually in a current period) or change the post date so that it falls into a current period? Since the transaction was deleted, it no longer shows in the student's activity, so I can re-edit the transaction. Adjustments do not show up either.

Implementing Advance Deposits

Sharon Winfield — Tue, 17 Feb 2004 03:33:17 GMT

This looks like a good way to keep track of registration fees and tuition payments for next year. We have been holding these payments in Excel files then importing after July 1, the new fiscal year. We don't want these to show on this year's statements. We would like to hold them then apply all after July 1, 2004. Does this work? How can you post a payment without having it appear on the statement or on the activity tab for the current year?

Changing Bank accounts in SB

Oamien Agans-oliha — Wed, 03 Dec 2008 19:00:30 GMT

Hello all,

Does anyone know how to change bank account on student billing because we changed bank accounts and all student billing transcation still goes to our old bank acocunt. Please help.

Cost for Business Forms package to post statements to Netclassroom

Bonnie Spear — Wed, 20 Feb 2008 14:18:49 GMT

I have been trying to get the cost for the business forms package to allow us to post our student billing statements to netclassroom. We currently use a pre-printed form for mailing and we need to be able to format the statement to include the appropriate headers, etc. so it is readable when printed on "blank" paper (in this case a pdf, not actually blank paper).

I hope some one can give me an idea of the cost. I have been trying to get the information from BB since late January without success so far. Thank you!

Query Totals and Number of Students

Lynne Keane — Tue, 06 Mar 2007 20:14:57 GMT

I am new to Student Billing and am using v.6. When I create and run queries, I can't figure out how to total the query or subtotal by grade or do a count of the # of students listed. Am I missing something? Thanks.

Changes from Student billing 6 to SB 7

Katrina Cunningham — Tue, 13 Feb 2007 14:11:39 GMT

Looking to see how other schools handle the advance deposit issue. We use a defered tuition general ledger whicj works fine on the accounting side but creates a very confusing statement for the parent. Advance deposit start coming in in May with the contract for the next year, our payment plans start in July and can run thru March. The first statement (mid June)then shows an adv dep charge and a pymt of that adv dep, along with July 1st generation of the adv dep credit and July 1st tuition and financial aid credits. This sounds as confusing as the statement, but I would like to be able show the transactions in a less confusing format. Any suggestions?????? Katrina Goree Cunningham Ross School PN-12 East Hampton, NY 631-907-5363

FACTS Managment Company

Donna Ashjian — Fri, 03 Nov 2006 19:34:24 GMT

I am using the FACTS Management Company for tuition collection. I would like to generate a student billing invoice for ancillary charges only (sports fees, class fees, etc.) I want to exclude the 10-pay tuition charge and the downloaded automatic payment. Is anyone able to do this? I am currently on Student Billing version 6. HELP!

Summer School Accounts

Jane Reed — Wed, 08 Mar 2006 19:45:07 GMT

I have always included charges and payments for summer school in the student's regular account activity. And I have ALWAYS encountered problems, mostly the need to constantly analyze individual accounts to find why past due balances are unpaid. This year I'm planning to create duplicate accounts for all summer students, prefacing each name with "SS" and creating a special grade. Has anyone had experience with this sort of thing? What were you successful with? Flintridge Sacred Heart Academy La Canada-Flintridge, California

Studnet Billing FE Version 7

Melissa Norwood — Mon, 05 Dec 2005 20:34:03 GMT

Has anyone converted to Studnet Billing version 7 yet? I can't seem to find any information about how the conversion process went and what problems people are having in version 7...We are thinking about converting in the next few months (though I am not in favor of converting this soon). Any info on how version 7 is working in the field and not in the demo would be greatly appreciated.

interface between BB and Key Bank payment plan

Pat Keniston — Thu, 10 Nov 2005 14:38:11 GMT

Has anyone ever imported information from Key Bank or other payment plans directly into students accounts? If so, can I call and ask for information on how it seems to work? [i]--- Edited at 11/10/2005 9:41:57 AM by Scott Fortnum[/i]

Student record retention policy

Nancy Ehlers — Tue, 01 Nov 2005 13:17:57 GMT

I am preparing to upgrade SB6 to 7 and must purge transactions. Does anyone have a policy for keeping hard copies of these student records and, if so, how long do you keep student financial records? Nancy Ehlers, Treasurer Christ the King Seminary 711 Knox Road East Aurora, NY 14052-0607 (716) 652-8900

Unable to use Statement Codes

Steve Harris — Wed, 19 Oct 2005 19:23:15 GMT

Is anyone using Student Billing 7? If so have you been successful using statement codes on payer or student records to print statements on a cycle? I have two payment cycles and no matter which statment code I filter on I get the same 6 statements when I should get nearly 150 statements.

List of Students Receiving Statements

Jane Reed — Thu, 31 Mar 2005 17:23:39 GMT

I want to be able to print a simple list of students' names after I have printed out their statements. This avoids the need for an entire copy of the statement, which in some instances I don't need. If I print out 200 statements, but don't need the copies, I DO want a list of 200 names showing me the students whose statements I have just printed. Is there a way to do this? --Thanks Jane Reed Flintridge Sacred Heart Academy La Canada-Flintridge, California

Deferred Tuition Revenue

OBS11192007 OBS11192007j — Fri, 15 Apr 2005 20:27:58 GMT

My client wants to use deferred tuition revenue in the beginning of the fiscal year and recognize the revenue when the actual school year starts (Sept). Blackbaud Student Billing has limitations in achieving this goal. We will probably do journal entries to follow this method, however I am willing to listen to any other practice related to Deferred Tuition Income.

Setting up fee distributions etc.

Chenin Graesch — Mon, 14 Feb 2005 21:51:17 GMT

We run into a problem every year because in February we're still receiving the current year's tuition payments, but we're also receiving deposits and full payments for the following year. Does anyone have a suggestion that would allow us to print reports to show one year without including the other year or is it impossible since they overlap? Thanks!

Purging transactions

Sharon Winfield — Tue, 10 Aug 2004 20:30:33 GMT

I am having trouble purging transactions. Some will purge while others won't. I realize that, if there is a balance left on the payment/credit/charge, it will not purge. However, I have MANY transactions with zero balances which will not purge. The message on the pre-purge report on charges is "Transaction number ## belongs to a fee schedule that has not been fully resolved". - All of these have been generated. On credit/payments - "Transaction number ## or related transaction has not been fully resolved". There are thousands of entries which look like they should purge but don't. I have a case but it is still unresolved. Has anyone run into this problem. Help would be VERY MUCH APPRECIATED!!!

Payment Plan Spans Billing Years

Steve Harris — Wed, 23 Mar 2005 15:05:08 GMT

I am new to Student billing and am attempting to set up our payment plans using automatic billing fees. My billing year is July through June. However, my payment plan requires that payments begin in June so I have one payment due in the prior year and the remainder in the current year. I looked at using 13 periods but that forces the next billing year to start a month late. Any suggestions? Thanks, Steve P. Harris Business Director The de Paul School 1925 Duker Avenue Louisville, KY 40205 502.459.6131 502.458.0827 Fax [Email Removed]

Tracking re-enrollment

Ann Reese — Wed, 19 Jan 2005 20:44:56 GMT

I am interested how other schools keep track of students that have sent in the re-enrollment forms for the coming school year. Is there some way that is part of the software to show who has re-enrolled and who has not re-enrolled? We start our re-enrollment in February and it would be nice to have an easy way to show who has not enrolled yet.

QuickSell Bookstore

Gwen Wardlow — Wed, 09 Jun 2004 15:13:52 GMT

Does anyone use Quicksell for the bookstore purchases that student's make? If so, how do you distribute the Quicksell detailed statements to the parents to let them know what the items purchased were?

Tuition Agreement/Contract

Jason Zylstra — Fri, 28 May 2004 15:55:08 GMT

We offer 3 payment plans and would like to set up a tuition agreement/contract document or export from Student Billing. We would like to include all 3 payment plans on this document showing the monthly payment, bi-annual payment, an annual payment. We would also like it to include all other fees and discounts. Has anyone developed something like this to send to your families so they can choose what plan they would like to be on?

Billing 2004/05 a month early

Linda Clegg — Tue, 18 May 2004 20:14:24 GMT

We offer three plans, 1, 2 and 9 payment billing. We need to send out our first billing in June 2003 for 2004/05 billing year. We date the statements in June, but the "charge" is dated in the new fiscal year of July 2004. The problem comes when in between the June and July statement, miscellaneous charges get tacked on, for example: after school care, PE Clothes, Textbooks not turned in, etc. The parents don't understand that we can Pre-bill tuition but then get miscellaneous charges later? How can we make it simpler for our parents to read the statements?

Student Centric vs. Parent Centric

Dee Crosby — Wed, 31 Mar 2004 19:55:55 GMT

Does Parent Centric simplify data entry of Cash receipts for a student billing deposit?

Tuition Distribution for 04/05 academic year

Katrina Cunningham — Wed, 24 Mar 2004 13:00:54 GMT

This is our second year using student billing. I am looking for info on how other schools set up their tuition distribution. Last year we had 3 payment plans to choose from, 1 pay due in Aug., 2 pay due in July & Nov., 10 pay due July thru April. For the 2 & 10 pay plans we set up tuition, advance dep, and all discounts to distribute according to these plans, ie 10 pay plan has all charges distribute evenly July 03 thru April 04. Using this format made the statements very hard to read and also my aging reports were not accurate. For the 04/05 year we have 1,2 and 9 payment plans. We decided to have the advance deposit and all discounts distribute in July. Tuition would then be distributed in July & Nov for the 2 pay plan and July thru March for the 9 pay plan. Blackbaud has informed me that by using these distribution will still cause my aging report to be incorrect, but will not give me a definitive answer on how to set upthe billing year. Any advise or suggestion would be greatly appreciated. Katrina Cunningham [Email Removed] Ross School East Hampton ,New York 631-907-5363

Change relationship table

Danielle Hinton — Thu, 19 Feb 2004 15:40:38 GMT

Hello, I am trying to add/edit some relationships in the config module. When I click on Relationships, under Tables, all of my options are grayed out except print. I can't add, edit or delete. Can anyone help?

recognizing revenue

Darrell Wells — Wed, 11 Feb 2004 16:42:16 GMT

How to recognize revenue in period 1 while using different billing distributions