If your fiscal year ended June 30, you may suddenly start receiving errors such as Period Closed or Period Not Found when posting to General Ledger. These errors happen when transactions post to a hard-closed, soft-closed, or an undefined fiscal year. To resolve the error: Review the Batch Validation...

Tis the season for fixing fee schedules. Okay, so it is not like the holiday season (in many ways) or something that only happens once a year; I was trying to come up with something catchy. In reality, correcting fee schedules is not a barrel of laughs but something we all must do from time to time so...

Your students have worked hard this year and deserve to move to the next grade or graduate. The process of promoting students varies based on whether or not Registrar’s Office is installed. If you use RO, students are promoted using the End of Year Processing Wizard (BB140968) in RO Administration. If...

As you prepare for the next school year, part of the process is to add or copy bill codes to records. If you are new to SB 7, bill codes link billing fees with records. When transactions are automatically generated, the bill code is matched to the bill code defined on the billing item to determine which...

Would you like The Financial Edge to work more for you as a user? You can define options and preferences to customize the look of screens and establish a wide variety of default values. These settings not only make your workday easier but more efficient. But wait, there's more...your options follow...

Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where did it go? Where's Waldo's transaction?...

Each month we keep track of the top Student Billing questions you ask. Here are the Student Billing questions you asked in May and April. May No invoices show as available to apply to a payment: BB111867 How to generate transactions automatically: BB203516 How to use advance deposits: BB210506 How to...

You've followed the steps to generate transactions automatically but you're not getting the results you hoped for . Perhaps fees are generating for students with no bill code or all scheduled charges are generating. We've found several causes of automatic generation issues which include:...

With the release of version 7.75, we implemented the ability to define a default method for distributing payments and display the total balance on the status bar of records. To take full advantage of these features and ensure report and statement balances are accurate, we recommend post update data cleanup...

We've been getting a lot of calls to support about generating transactions automatically so I thought this would be a good process to cover. If your organization is preparing for the next school year, take a look at the end-of-year special edition of Student Billing Statement which outlines the process...