We are excited to announce our latest release for SchoolSet, which brings a massive set of enhancements to your financial and collections tools. Highlights include the ability to send highly specific Payment Links for custom fees and pledges, a major overhaul of the Collections module (including bulk snoozing and staff assignment), and significant speed optimizations to your most-used financial reports. Alongside these major features, this release includes crucial bug fixes across Online Registration, Transportation, and AI functionalities.
Financials, Collections & Targeted Payment Links
We have completely revamped our collections and payment tools, giving schools granular control over how they follow up on outstanding balances and request payments from parents.
Key points
Targeted Payment Links: You can now generate and send highly specific payment links to parents. These links can be tailored to request payment for specific contract fees, specific fundraising pledges, or a combination of both.
Collections Page Overhaul: The Collections module has been upgraded with a better layout and an improved Collection History log. You can now view the "Next Payment Date" directly on the collections screen, and the "Last Payment Date & Amount" directly on the contracts list.
Snooze & Assign Collections: A new "Snooze Collection" button allows you to temporarily pause collection efforts on specific accounts. You can also assign individual staff members to handle specific accounts, complete with the ability to bulk-snooze and bulk-assign contracts.
One-Time Payments from Reports: To save time, an "Add one-time payment" action has been added directly to the Payment Reports page.
Smarter Receipt Emails: Receipt emails that contain multiple receipts which do not exceed attachment size limits will no longer be zipped, allowing parents to open PDF receipts instantly.
Where is it located
Payment Links can be generated from specific fees or pledges within Financial → Contracts or Fundraising.
Collections upgrades are located in Financial → Collections.
Reporting Optimizations & AI Enhancements
We have heavily optimized our reporting infrastructure to handle large datasets seamlessly, while simultaneously expanding the knowledge base of our AI assistants.
Key points
Lightning-Fast Reports: The Payment Report and Contract Fees Report have been completely re-engineered to load, sort, and filter significantly faster.
Clearer Credit Tracking: On the Payment Report, credits are now explicitly populated in the payment type field exactly as they appear on the contract (e.g., Credit - Scholarship).
Smarter AI Assistants: We have built new, AI-generated documentation to feed into our support and system assistant (Seti), expanding the knowledge to cover the full suite of our system capabilities and features
Where is it located
The optimized reports are found in the Reports menu.
Seti, our AI Assistant is accessed via the AI link on the top right of the page via chat prompts and conversations.
System Refinements & Bug Fixes
This release includes critical bug fixes to ensure data accuracy, improve the online registration flow, and refine system formatting.
Payment Links & Processing
Fixed a bug where a targeted payment link for a specific fee would still display the full contract amount due in the parent's email. Formatting and wording on the payment links have also been adjusted for clarity.
Ensured that when a tuition payment link is sent directly to a parent, it properly records as a Parent payment rather than a generic Family payment.
Fixed errors that occurred when trying to add a Credit Card or ACH payment on the public pledge page.
Prevented the system from allowing users to record payments with an "Accepted" status using future dates.
Online Registration
Fixed a bug where Online Registration was ignoring settings related to medical information visibility.
The system now successfully hides the expanded payment and credit info panels if the registering family has no associated data.
Reporting & Data Accuracy
Fixed a bug on the Payment Allocation Report where downloading the file resulted in incorrect date ranges.
Corrected the "Allocation Amount" column on the Payment Report to display amounts accurately.
Fixed an issue where the "Last payment date" filter incorrectly excluded accounts that had a blank field.
General Usability Fixes
Fixed a text alignment issue on Statements for a cleaner, more professional look.
Removed the obsolete "Allow Promise to pay" option from the general settings page.
Resolved an error that prevented manual receipts from being sent if the school's global notification settings were turned off.
Fixed an issue causing an error when editing staff profiles.
Mobile numbers containing spaces are now properly accepted and formatted by the system.
Fixed specific UK address formatting bugs.
Resolved a bug where custom Date fields on the Workflow page failed to display properly.
Fixed a page crash that was triggered when deleting a donation, and restored missing names on the Pledges page.
Adjusted the wording of the "Payments" section on student profiles for clarity.
Fixed a bug where editing the date within the Broadcast pop-up window did not save correctly.
Transportation & Bussing
Improved the clarity and adjusted the playback speed of the automated bus tracking voice messages.
Fixed routing logic to ensure routes consistently log their starting point at the school.
Implemented various minor UI and logic fixes under the bussing module.