This release delivers critical improvements to payment processing, family management, and administrative workflows. We've resolved numerous issues affecting parent portal functionality, payment allocations, and data entry processes while introducing new tools for collections management and form distribution. These updates are designed to ensure reliable daily operations and provide families with a seamless experience when managing their school obligations.
Collections and Financial Management
We've enhanced collections tools to help schools identify and manage outstanding balances more effectively.
Key points:
New filter added to collections to identify active families, making it easier to focus on current accounts
Payment allocation issues across the system have been resolved to ensure accurate financial tracking
Payment plan generation now works correctly for bi-weekly frequencies
Custom payment plan creation has been restored
Payment plan allocations now display properly on both payment plans and upcoming payments
Where is it located: Collections filters are accessible from Financial → Collections Payment plans are managed from Financial → Contracts
Downloadable Forms
Forms management has been expanded to provide more targeted distribution capabilities.
Key points:
Department, grade, and class selection filters have been added to downloadable forms
Schools can now generate and distribute forms to specific student groups based on their organizational structure
Where is it located: The downloadable forms feature is accessed from the Documents module
Digital Forms (Beta)
We're introducing a new Digital Forms framework to begin testing enhanced form capabilities.
Key points:
New framework being released for initial testing and feedback
Additional capabilities will be announced as the feature progresses toward full release
Note: This feature is being released as a beta in a limited capacity. We welcome your feedback to help enhance this tool further.
Where is it located: Access details will be provided as this feature becomes available to schools
Parent Portal
Critical fixes have been implemented to ensure parents can reliably access their accounts and manage payments.
Key points:
Authorization issues preventing parent portal access have been resolved
Payment functionality has been restored, allowing parents to make payments successfully
Unallocated payments now display correctly on the parent portal
Upcoming payments are now visible to parents as expected
Payment errors when credit cards are not saved have been corrected
Payments made through the parent portal now allocate properly to fees
Where is it located: Parents access the portal through their invitation links or the school's parent portal URL
Payment Processing
Extensive improvements have been made to payment processing to ensure accuracy and reliability across all payment methods.
Key points:
Credit cards can now be added without CVV on family pages for both standard and Authorize.net processors
Payment allocation issues have been resolved throughout the system
Declined credit cards now properly display the last 4 digits for record-keeping
Payment type displays correctly on family public pages
Errors when applying payments to payment plans have been fixed
Discount application now works correctly without causing system errors
100% discounts can now be applied successfully in the editing window
After fee removal, payment allocation status is now accurate
Where is it located: Payment management features are accessible from Financial → Contracts and family records Payment processing occurs through various interfaces including admin screens, parent portal, and payment portal
Registration
Registration workflows have been stabilized to prevent errors during family enrollment.
Key points:
Registration submission errors have been resolved
Adding parents on the public registration page now works correctly
Where is it located: Registration is managed through Settings → Registration Setup Public registration is accessed by families through registration invitation links
Fundraising
Fundraising tools have been improved to provide better payment processing and pledge management.
Key points:
Credit cards now display correctly on pledge public pages
"Unknown payer type" errors in donation windows have been resolved
Donor type is now set correctly when adding new donors
Where is it located: Fundraising features are accessed from Fundraising → Campaigns and Donations
User Interface and Data Management
General improvements have been made across the system to enhance usability and data integrity.
Key points:
Search functionality has been improved across multiple pages
Search fields now clear properly when clicking the clear button
Custom columns on the Entities page now persist after page reloads
Quick Edit functionality for staff has been restored
Spouse information updates correctly when reselected
Hebrew field text positioning has been corrected
Hebrew date of birth fields now display dates in Hebrew format correctly
Hebrew last name fields populate automatically in family editing windows
Doctor address field now includes the expected dropdown list
Event Scoring page no longer shows duplicate students
Attendance Tracks editing page stability has been restored
Where is it located: These improvements apply throughout SchoolSet in various modules and data entry screens
System Stability and Error Resolution
This release addresses numerous critical errors that were preventing normal system operations.
Key points:
Contract details pop-up window errors have been resolved
Payment cancellation without allocation now works correctly
Payment portal amount displays are now accurate
Warning text appears when deleting fees
Vaccine shot deletion pop-ups now close properly
Payer selection fields now populate correctly
Where is it located: These fixes apply to various areas throughout SchoolSet and improve overall system reliability