This release delivers critical improvements across payment processing, financial reporting, administrative tools, and system stability. We've enhanced payment allocation accuracy and resolved numerous issues affecting daily operations. Key highlights include detailed payment reporting with allocation breakdowns, streamlined school year configuration, bus tracking capabilities, and AI-powered report card functionality. These updates are designed to provide schools with more powerful financial tools, better administrative oversight, and a more reliable user experience.
Payment Management
Significant enhancements to payment processing ensure accurate allocation tracking and improved financial management capabilities.
Key points
Failed payment deletion capability has been added, allowing schools to remove erroneous payment records
Cancelled and failed payments can now be deleted from the payment report
Complete payment plans can be deleted including upcoming and previous failed payments
Failed recurring payments now update to show the actual charge date when successfully retried by the automated payment process
Partial payment processing has been corrected to properly handle amounts less than the scheduled payment
Payment plan amounts now recalculate correctly when replacement payments are deleted
"Save and New" when adding payments now retains the selected payer for the next payment
Amount Due displays correctly in payment editing windows
Contract balance charts display accurate information even when overpayments exist
Payment Methods section on family public pages now displays appropriate messaging when no contract or wallet exists
Entity links in payment reports now correctly route to the entities page instead of donors
Allocation info view has been removed from failed or cancelled payments
Stripe ACH payment methods now display correctly on parent public pages
Where is it located
Payment management features are accessible from Financial → Contracts and family records
Failed payment deletion is available from the payment details within contracts
Payment plan deletion is available from the payment report
Financial Reporting
The Payment Report has been significantly enhanced to provide comprehensive allocation detail and improved data analysis capabilities.
Key points
New allocation detail toggle allows viewing either payment summaries or detailed allocation breakdowns
Allocation detail view includes allocation descriptions showing fee names or fund/campaign names
Individual allocation amounts are displayed for each fee or fundraising allocation
Credit card fees appear as separate line items in the allocation detail export
Allocation filtering capabilities allow reporting by fee type or fundraising allocation
Donations no longer incorrectly appear when filtering for contract fees only
"Amount including fees" column added to payment report, contract detail page, and family page payment sections
Fee amounts now display correctly on contract details page payments
Contract Fee Report now includes family names for better reporting
IIF file exports now properly include customer names for QuickBooks integration
Excel downloads include complete allocation information with proper totaling
Where is it located
Payment Report is accessible from the Reports menu
Contract Fee Report is available from the Reports menu
Fundraising
Fundraising tools have been enhanced with improved package management and payment processing capabilities.
Key points
Package management on campaigns has been fixed and improved
Credit card donation refunds now work correctly
Pledge allocations display properly when editing payments toward fully paid pledges
"Mark as Closed" functionality for pledges now works correctly
Closed pledges no longer appear in the payment addition window
Pledge status updates reflect changes immediately
Where is it located
Fundraising features are accessed from Fundraising → Campaigns
Donations Package management is available within campaign setup
School Year Management
School year configuration has been enhanced to provide more flexibility and resolve setup issues.
Key points
School year names can now be edited directly (such as changing to Hebrew calendar years)
School year end dates can be modified as needed
Academic year creation using "Copy From Year" functionality has been fixed
New academic year data properly includes all department information
Where is it located
School year management is found under Settings → Set Up School Structure → School Year and Departments
Date Format Customization
Schools can now customize how dates are displayed throughout the system to match regional preferences.
Key points:
Date format setting allows schools to choose between mm/dd/yyyy and dd/mm/yyyy formats
Selected format applies consistently across the entire system
Improves usability for international schools and schools with diverse communities
Where is it located
Date format settings are found under Settings → General Settings
Student and Family Management
New visibility features make it easier to track and filter students and families across the system.
Key points
Student Status has been added to Parents and Family pages for better visibility
ID column has been added to Families page (matching Students and Parents pages)
Home phone numbers now display correctly in reports
Where is it located
Family and parent management is accessed from the Main Menu
Student status filters appear throughout various modules
Registration
Registration tracking and filtering capabilities have been enhanced to provide better visibility into student enrollment status.
Key points
Student status filtering has been added to the registration tab
Total amount displays correctly on public registration pages when selecting payment plans
Contract section calculations are accurate across all registration scenarios
Where is it located
Registration dashboard is accessed from the Main Menu
Broadcasts
Broadcasting capabilities have been expanded to provide more targeted communication options.
Key points
Student status filtering has been added to all broadcast types
Broadcast creation from various modules (Parents, Families, Registration, Contracts, Collections, Immunizations, Compliance) now correctly filters to show only relevant parents instead of all parents
Where is it located
Broadcasts are accessed from the Broadcast menu
Transportation
We're introducing a new bus tracking capability as the first phase of enhanced transportation management.
Key points
Bus tracking provides foundation for real-time vehicle location monitoring
Framework established for tracking regular routes and temporary trips
Transportation reports - Students by Route now returns correct data
Additional transportation features will be announced in future releases
Note: Bus tracking is being released as an initial implementation. We welcome your feedback as we continue to enhance transportation management capabilities.
Where is it located
Transportation features are accessed from the Transportation menu
Report Cards
AI-powered functionality has been added to the Report Cards module to enhance teacher productivity.
Key points
AI functionality assists teachers in generating report card comments
Intelligent suggestions help maintain consistency while personalizing feedback
Integration with existing report card workflows
Where is it located
Report Cards module is accessed from the Main Menu
AI features are available within the report card grading interface
Tests and Assessments
Test event management has been improved to provide better flexibility and visibility.
Key points
School test events now display correctly when connected to individual students rather than entire grades
Test event visibility has been improved for better tracking
Where is it located
Tests module is accessed from the Main Menu
Documents
Document management capabilities have been enhanced to ensure reliable PDF uploads and processing.
Key points
PDF upload errors on the Documents page have been resolved
Document processing is now more stable and reliable
Where is it located
Documents module is accessed from the Main Menu
Immunizations
Immunization data synchronization has been improved to ensure all student records are processed correctly.
Key points
Immunization crawler now processes all students without errors
State database synchronization is more reliable
Where is it located
Immunizations is accessed from the Main Menu
Sync Data from State feature is available within the Immunizations module
Digital Forms
Digital Forms framework continues development with critical bug fixes and improvements.
Key points
Select and multi-select options now function correctly
Form element interactions no longer cause page scrolling issues
PDF generation properly maintains page breaks
Hebrew calendar styling has been improved
File upload and deletion functionality works reliably
Academic year selection persists correctly when creating new forms
Where is it located
Digital Forms is accessed from the Main Menu
Statements
Statement generation has been corrected to ensure consistent data display and prevent errors.
Key points
Previous balance information displays consistently in both statement previews and emailed versions
Contract totals and details appear correctly across all statement formats
"Bad request" errors during statement generation have been resolved
Statement processing is now more stable and reliable
Where is it located
Statements are accessed from Financial → Contracts, Contacts → Families, and from automatic monthly statement generation
User Interface Improvements
Various interface enhancements improve data visibility and user experience across the platform.
Key points
Dropdown selectors are now properly contained within menu boundaries
Custom columns removed from tables no longer appear in filter dropdown lists
Search fields clear properly throughout the system
Parent page no longer crashes when switching to Contract Details tab
Calendar displays proper Hebrew styling
Time calculation errors (zmanim) have been resolved
Where is it located
These improvements apply throughout the SchoolSet interface
System Performance and Infrastructure
Critical backend improvements enhance system stability, performance, and maintainability.
Key points
Our system framework upgrade has been completed with necessary coding fixes
System performance and security have been improved through the framework update
Various background processes run more reliably
Where is it located
These improvements apply system-wide and enhance overall platform performance
System Stability and Bug Fixes
This release includes critical stability improvements that prevent errors and ensure reliable system operation.
Key points
Console errors after family editing on public pages have been resolved
Header formatting issues that caused system errors have been fixed
Various page crashes and error conditions have been corrected
Where is it located
These fixes apply throughout SchoolSet and improve overall system reliability