This release introduces new tools for student transcripts, course enrollment, donor relationships, gift tracking, and phone-based payments. It also expands Notes, Communications, Forms, and Seti, while giving schools greater control over payment plans, receipts, statements, and deposit accounting.
Additional improvements to transportation, immunization synchronization, contact profiles, and table layouts help schools manage daily work with clearer information and fewer manual steps.
Academics, Courses & Scheduling
Academic tools have been expanded to give schools more direct control over course enrollment, grading, and calendar changes.
Key Points
Course enrollment dashboard: A new Courses page provides an overview of active courses, their audiences, enrollment methods, and student counts.
Individual student placement: Schools can offer a course to selected grades or classes while enrolling only the students placed into it individually. Course rosters support searching, filtering, adding students, and removing individual placements in bulk.
Student course overview: Student profiles now include an Academics tab with Courses and Transcript sections. The course list shows subjects, teachers, credits, and how each student was enrolled.
Course grading scales: Courses can use their own grading scale, with the subject’s scale serving as the starting default.
Single-day schedule changes: Cancel or restore a class for one date, record an optional reason, or change its teacher or time without changing the regular weekly schedule.
Flexible schedule removal: Remove a course from the calendar for one day or from a selected date forward. New calendar slots can repeat weekly, begin from a selected date, or apply to one date only.
Complete course deletion: Delete courses and release their calendar times for rescheduling while preserving historical attendance and transcript records.
Where This Is Located
Course enrollment is managed from Calendar → Courses. Course setup remains available through Subjects & Courses.
Scheduling changes are managed from the Calendar. Student course information is available from Student Profile → Academics.
Student Transcripts
Schools can now maintain academic transcripts directly in SchoolSet, including course history, credits, GPA, and official issued copies.
Key Points
Transcript records: Add courses by academic year and term, including transfer courses, notes, and scanned attachments.
Credits and GPA: Configure whether courses count toward GPA, assign GPA bonuses, and define grade points and credit eligibility through grading scales.
Automatic course defaults: Selecting a course fills in its grading scale and credit value for full-year and term-based transcript entries.
Withdrawal tracking: Mark courses as withdrawn and optionally record and display the withdrawal date.
Official transcript issuance: Preview and issue a signed PDF, retain issued copies on the student record, and save them to the student’s files.
Issued-copy management: Remove an incorrectly issued transcript without changing the courses and grades on the live transcript.
Custom transcript templates: Seti can assist with creating customized transcript layouts.
Where This Is Located
Transcripts are managed from Student Profile → Academics → Transcript.
Transcript preferences are configured under Settings → Transcripts, with related grading options available in course and grading-scale setup.
Attendance
Attendance updates make it easier to manage future and historical records, work with courses, and process scanned attendance sheets.
Key Points
Future attendance: Schedule attendance directly from the main Attendance module.
Historical attendance controls: Set default rules for entering past attendance, with overrides for individual tracks or courses.
Course attendance access: Eligible staff can access courses containing individually enrolled students within their assigned grades or classes.
Course and class selection: Attendance workflows provide more control over selecting classes within courses, with course information included on attendance sheets.
Hebrew-name support: Download and upload attendance sheets using Hebrew student names.
More accurate scan processing: Scanned sheets apply attendance only to their corresponding classes, including when multiple sheets are processed together.
Clearer saved-session feedback: Staff receive a clearer message when attendance has already been saved.
Where This Is Located
These updates are available through Attendance → Take Attendance, attendance scheduling, and attendance-sheet download and upload workflows.
Default attendance rules are configured under Settings → Attendance.
Notes & Follow-Up
Notes have been updated to support broader record connections, more detailed organization, and better staff follow-up.
Key Points
Expanded record support: Attach notes to additional contact types and fundraising records, including donors.
Note subcategories: Organize notes using subcategories for more specific classification.
Academic filters: Filter notes by grade or class.
Mention notifications: Users mentioned in Notes or collection history can receive email notifications.
Saved collection filters: Notes-history filters in Collections can remain applied when returning to the page.
Seti reporting: Authorized users can ask Seti to include notes and follow-up information in reports.
Where This Is Located
These enhancements are available in Notes and related contact, donor, campaign, pledge, and collection-history areas.
Family, Student, Staff & Contact Profiles
Contact management now supports more complete communication details and easier access to related academic, transportation, and donor information.
Key Points
Additional contact details: Store multiple email addresses, phone numbers, and addresses, including additional cell numbers.
Separate legal-name fields: Student legal names can be maintained as separate first and last names.
Bulk student statuses: Update student statuses for multiple selected students at once.
Staff position types: Schools can manage their own position types and choose which types appear as associated staff on student profiles.
Donor details on family records: Parents linked to donors display donor-specific information on their family contact cards, with access to view or edit the donor record as permitted.
Transportation tabs: Student and family profiles show assigned routes, pickup and drop-off details, and upcoming temporary bus changes.
Clearer academic-year selection: The current school year is marked in school-year dropdowns.
Improved profile navigation: Overflowing profile tabs are easier to reach on smaller screens and when Seti is open.
Where This Is Located
These updates are available through Contacts → Families, Students, Parents, Staff, and Entities, with related configuration in staff-position and school-structure settings.
Family Relationships & Company Contacts
New relationship tools help schools connect people across records and distinguish company activity from personal activity.
Key Points
Family trees: View and manage relationships through a list or interactive tree, including parents, spouses, children, siblings, and grandparents.
Relationship details: Record deceased status and marriage status, and represent relatives who do not yet have a full system record.
Shared relationships: People who hold multiple roles, such as parent and donor, share the same relationship information.
Company contacts: Link people to entities as owners, contacts, or employees, and identify a primary contact.
Company links on family records: Associate parents with companies directly from the family contact area.
Company payer selection: Linked companies appear when searching for a payer and can pay eligible fees belonging to the linked parent’s family.
Organization donation identity: Donations entered from an organization donor remain attributed to that organization, with company donors linked to the corresponding entity.
Where This Is Located
Family relationships are available from donor Relatives tabs, student Contacts, and family Relatives sections.
Company relationships are managed from Entity → Contacts, Family → People → Companies, and the applicable donor tabs.
Fundraising & Donors
Fundraising tools now provide a broader view of donor activity and additional ways to manage giving, solicitation, and donor communication.
Key Points
Donor timeline: Review pledges, donations, gifts, and notes together in date order, with access to the underlying records.
Raiser tracking: Maintain solicitors or volunteers, credit them on pledges and donations, and review pledge counts, pledged totals, and collected amounts.
Donor statements: Create, preview, download, or email statements listing paid donations for a selected period.
Automatic donor statements: Optionally include donor statements in scheduled statement delivery, with an exclusion setting for individual donors.
Donation reminders: Enable automatic reminders before upcoming donation payments.
Failed-payment emails: Donors can receive failure notices showing the remaining pledge balance and a link to add a card and pay.
Donor forms: Review related submissions from the donor’s Forms tab, with improved visibility when a donor is also a parent.
Improved donor management: Search by displayed company name, edit standard donor fields from table edit mode, and review unallocated donations from donor profiles.
Pledger Charitable: Process supported one-time Pledger Charitable donations through SchoolSet.
Where This Is Located
These features are available through Fundraising → Donors, Raisers, Pledges, and Donations.
Automatic reminders and failed-payment notices are managed through notification settings. Automatic donor statements are configured with statement auto-send settings.
Gifts
Schools can now track gifts given to donors, families, students, parents, staff, and other contacts.
Key Points
Gift catalog: Maintain gift items with descriptions and active status.
Gift recording: Record the recipient, item, date, quantity, and an optional note.
Bulk gifts: Record the same gift for multiple selected recipients.
Gift history: Review gifts from supported contact profiles, including consolidated family gift history.
Search and reporting: Filter gift activity by item and date, and review how often each item has been given.
Permission controls: Separate permissions govern viewing, recording, editing, and deleting gifts.
Where This Is Located
Gift management is available from Fundraising → Gifts and supported contact-list actions and profile Gifts tabs.
Communications & Broadcasts
Communication tools have been expanded with richer message composition, more targeted recipients, and better history management.
Key Points
CC and BCC: Add copy recipients to email broadcasts and retain them when editing drafts or scheduled messages.
Additional email recipients: Enter addresses that are not saved contacts through the Others recipient option.
Department filtering: Target parents or students by department alongside existing audience filters.
Broadcast from submissions: Send email, SMS, or voice broadcasts directly from selected form submissions, using the contact fields collected on the form.
Clickable images and text: Add, edit, or remove hyperlinks on inline images and selected message text.
Improved email images: Inline images remain visible after delivery and fit more consistently within the email layout.
Mailbox signatures: Save a separate automatic signature for each sending account. Changing the From account updates the signature while preserving the message.
Personalized voice broadcasts: Generate recipient-specific voice messages using merge tags, including financial values.
Expanded financial merge tags: Use financial tags in Communications, including the current-year Payment Plan Past Due amount.
Conversation cleanup: Archive conversations personally, restore archived items, or delete eligible messages and conversations school-wide with the required permission. Cleanup tools support older history by date.
Contract email history: Batch contract emails and their recipient-specific attachments appear in Communications.
Where This Is Located
Broadcasts, conversations, and archived history are available in Communications.
Signatures are managed from Email Accounts settings. Submission-based broadcasts are available from Forms → Submissions.
Phone Portal
The new Phone Portal gives schools control over their phone menu and lets recognized callers access information and complete supported payments.
Key Points
Configurable menus: Enable menu options, assign keys, select a voice, and customize or record greetings and prompts.
Account information: Recognized family callers can hear account balances, registration status, and immunization status.
Payments and donations: Enable tuition payments and donations to a selected fundraising campaign by phone.
Recent voice messages: Callers can listen to recent voice broadcasts, including their personalized recordings.
Transportation options: Configure bus updates and the key used to record a bus change request.
Staff vehicle updates: Mark designated vehicles as staff vehicles so recognized staff callers can hear their locations.
On-screen testing: Walk through the menu for a selected contact without placing a real call or completing a charge.
Where This Is Located
Phone menus are configured under Settings → Phone Portal.
Staff vehicle designation is available in Bus Setup.
Note: Phone payments and donations must be enabled by the school. Access to Phone Portal settings requires the corresponding permissions.
Forms & Submissions
Forms now offer more control over branding, payments, submitted information, and the import process.
Key Points
Form-specific branding: Use a different header logo for an individual form.
Merchant account override: Choose a merchant account at the form level to override the normal payment defaults for new payments and plans.
Direct coupon management: Add, edit, activate, deactivate, or delete coupons from the form’s Coupons tab.
Improved coupon handling: Fully discounted forms can be submitted without unnecessary checkout details when no payment or future installments remain.
Submission editing: Edit submissions that do not contain a signature, with information showing who updated them and when.
Flexible name mapping: Split a full-name response into first and last names during import.
Improved family imports: Keep related parent fields together, connect campaign-payment donors to matching parents, and merge eligible duplicate donor records during family imports.
Safer shared-link imports: Create or select a different family when importing a shared submission rather than automatically overwriting the original linked family.
Clearer submission connections: See which record a submission is linked to and manage its connection from supported submission views.
More reliable forms: Improvements address shared audience links, attached fillable documents, conditional visibility, layout editing, and the application of Seti-generated drafts.
Where This Is Located
Forms are managed through Forms → Form Builder and individual form details.
Submission review, editing, importing, and broadcasting are available from Forms → Submissions and related profile Forms tabs.
Seti, AI Reports & Documents
Seti has been expanded into a more flexible workspace for reviewing documents, exploring reports, and producing reusable output.
Key Points
Side-by-side workspace: Open artifacts and files beside the conversation, resize the viewing pane, and review PDFs while retaining chat context.
Print draft documents: Generate eligible document drafts without first applying them as saved templates.
Reusable school documents: Create whole-list documents such as rosters and directories, with saved filters.
Flexible report controls: Use academic-year, attendance-track, date, number, and selection-based filters, with improved searching, sorting, and pagination.
Expandable report groups: Show one entry per student, family, donor, or other record and expand it to review the matching details.
Excel grouping and workbooks: Export grouped details as collapsible Excel rows, or generate workbooks with overview sheets, repeated record-specific tabs, totals, and editable charts.
Report formatting: Apply family and sibling shading, conditional status colors, and selected values that appear once per group, with corresponding Excel formatting.
Expanded reporting information: Authorized reports can include notes, school division names, and existing family aging balances.
Calendar conversion: Convert supplied dates between Hebrew and Gregorian calendars.
Document branding and filenames: Use configured school images and dynamic filenames based on document values.
Improved reliability: Failed background requests stop loading and allow the user to continue, while document and form configuration handling provides more dependable results.
Where This Is Located
These features are available through Seti, AI Reports, and Files → AI Docs.
Reusable whole-list documents are available from the School area in AI Docs.
Payments & Payment Plans
Payment workflows now provide more control over retries, plan installments, bulk actions, and transaction visibility.
Key Points
Automatic retry settings: Choose how many times declined scheduled card and ACH payments are retried and the interval between attempts.
Merchant decline limits: Optionally limit repeated attempts on declined cards at the merchant-account level.
Clear retry statuses: Payment lists identify declined payments waiting for another attempt and show the next retry date.
Immediate plan payments: Charge an eligible payment-plan installment today, including the first payment. Credit plans beginning today can recognize the first credit immediately.
Manual-to-charge conversion: Change a pending manual payment to an immediate charge or a later scheduled charge, with clearer confirmation.
Preserved installment history: Payments applied toward scheduled installments leave those installments visible as paid or reduced, with links showing which payment covered them.
Automatic coverage restoration: If a covering payment is no longer valid, the affected scheduled amounts are restored.
Improved fee allocation: Scheduled payments apply to open fees in due-date and priority order.
Bulk payment actions: Update eligible payment statuses or delete selected payments with confirmation and deposit-lock protections.
Payment origin details: Distinguish manually recorded, staff-charged, automatic, and public-page payments, with origin information included in exports.
Consistent payment details: Payment-method descriptions are more consistent across financial screens, with support for longer payment notes.
Where This Is Located
Payment management is available from contract details, family financial pages, fundraising payment lists, and the Payments Report.
Retry preferences are configured under Payment Settings → Failed Payments. Card decline limits are configured on merchant accounts.
Receipts & Communication Preferences
Receipt updates separate the displayed payer name from delivery preferences and provide more control over automatic receipt generation.
Key Points
Family preferences: Choose whose name appears on each receipt type or statement and which parents receive the related emails.
Custom receipt payers: Set an alternate receipt name and email on a saved wallet or an individual payment.
Receipt suppression: Choose No receipt when recording a payment to prevent its automatic receipt email.
Payment-type controls: Configure receipt delivery by payment type and separate child care receipt email preferences.
Donor-advised fund handling: Identify payments made through supported funds and issue thank-you confirmations instead of donation tax receipts.
Fund reporting: Display and filter the fund used for applicable payments.
More detailed payment methods: Receipts can identify card or ACH details, including the last four digits when configured.
Consistent regenerated receipts: Readdressed and regenerated donation receipts respect applicable family receipt-name and delivery preferences.
Where This Is Located
Family preferences are managed from Family → Settings → Communications.
Custom receipt payers are available from wallet and payment actions. School-wide delivery controls are managed in receipt and notification settings.
Contracts, Independent Fees & Statements
Schools now have more flexible tools for fee preparation, targeted payment requests, and financial documents.
Key Points
Saved fee drafts: Save fees before generating contracts, clear saved drafts, and remove multiple draft fees together.
Bulk fee deletion: Delete eligible contract fees in bulk.
Specific-fee payment links: Send a payment request for an individual fee, with payment directed to that fee.
Independent-fee bulk actions: Generate payment links and invoices for selected independent fees.
Direct invoice sending: Email an invoice from the Create Invoice window.
Independent-fee details: Review fee IDs, student grades where applicable, and payment details from the paid amount.
Fee-filtered statements: Generate individual or batch statements for selected fee types and save defaults for future manual and automatic statements.
Clearer discounts: Contract and registration displays distinguish original fee amounts from discounted totals.
More dependable document delivery: Improvements support contract and statement previews, downloads, large files, and batch emails.
Where This Is Located
Contracts and fees are managed from Financial → Contracts, contract generation, and Financial → Independent Fees.
Statement defaults are configured under Settings → Statements and Contracts.
Collections & Financial Reporting
Collection views provide clearer distinctions between overdue payments, future scheduled amounts, and activity already covered by other payments.
Key Points
Past-due breakdowns: Collection by Period separates overdue scheduled payments from upcoming payments in summaries, charts, and family details.
Payments after the period: Identify amounts scheduled after the selected financial period ends.
Covered failures: Failed payments already covered by later payments are identified to clarify which amounts still require attention.
Clearer family identification: Collection entries provide improved family-name information.
More complete payment reporting: Unallocated payments remain visible, and allocation details identify the appropriate academic year.
Consistent payment requests: Payment-link email totals align more closely with the payment page and selected academic-year scope.
Where This Is Located
These updates are available in Financial → Collections / Financial Period, the Payments Report, and related financial views.
Deposits & QuickBooks
Deposit management now supports more complete reconciliation and greater control over accounting synchronization.
Key Points
Net deposit amounts: Account for processor fees deducted from settlements so deposit totals better reflect the funds received.
Manual deposit fees: Record fees on manual batches and configure a default deposit-fee account.
Settlement deductions: Review refunds, chargebacks, ACH returns, and reversals, with warnings when batch totals differ from processor deposits.
Deposit from payment lists: Create batches directly from eligible payments, including separate batches per payment when needed.
Bank-account changes: Change the destination bank account on eligible deposited or automatic batches that have not been synced.
Bulk QuickBooks pushes: Send multiple eligible deposited batches to QuickBooks and review individual results.
Sync history and reversal: Review accounting pushes and undo eligible syncs before making changes.
Unlock for editing: Reopen eligible deposited batches, including automatic batches, with accounting removal handled where required before payments become editable.
Posting preferences: Choose bank-deposit or journal-entry posting and include clearer batch references and fee details.
Connection management: Manage QuickBooks through Integrations, with clearer reconnect prompts when authorization expires.
Where This Is Located
Deposit management is available from Financial → Deposit Batches and supported payment-list actions.
QuickBooks connections are managed under Settings → Integrations. Merchant deposit preferences remain on merchant accounts.
Transportation
Transportation updates give schools more ways to manage assignments, improve routes, and connect daily attendance with bus operations.
Key Points
Route list view: Manage students in a searchable table alongside Board and Map views.
Bulk route assignments: Download current assignments, edit them in a spreadsheet, and upload the changes.
Bulk student actions: Move selected students between routes or message their parents by email, SMS, or voice.
Attendance-based absence flags: Optionally identify absent students on route screens, map cards, and printed lists using configured attendance marks.
Cross-year route copying: Copy routes from another academic year without refreshing after adding runs.
Improved optimization: Group eligible nearby same-street stops and reduce unnecessary route loops.
Avoid zones: Draw map areas that recalculated routes should drive around.
Clearer printed routes: Include route, bus, color, and run-time information in printed headers.
Map controls: Choose which buses or runs appear and optionally display their traveled paths.
Separate bus-change permission: Allow staff to manage daily changes without granting broader transportation editing access.
Where This Is Located
These updates are available through Transportation route management, Map Management, the dashboard, and Daily Bus Change.
Absence flags are configured in Transportation settings, with qualifying marks defined in Attendance settings.
Immunizations
Immunization tools have been expanded with additional registry support and more flexible bulk-import workflows.
Key Points
New Jersey support: Configure New Jersey compliance rules and connect to NJIIS for immunization records.
NYSIIS bulk uploads: Download a student list, obtain the state’s Student Immunization History report, and upload the PDF to import doses.
Improved student matching: Match more name variations when birth dates agree and manually connect unmatched report entries.
Retry unmatched syncs: Restart synchronization for selected students whose lookup returned no records.
Verification choices: Select available email or SMS verification methods during supported registry sign-in workflows.
Clear sync guidance: See when the verification screen must remain open and when synchronization can continue in the background.
More informative results: View applicable registry facility IDs and expand student rows for warnings and invalid-dose details.
Clear completion reasons: Distinguish completed vaccine series from vaccines no longer required because of age or grade.
Where This Is Located
These updates are available in Immunizations, Compliance, and Immunizations → Sync History.
State and registry configuration is managed in Immunization settings.
Online Registration & Parent Portal
Registration and portal updates give schools more control over required payments and the information shared with families.
Key Points
Selected fees due at registration: Choose specific fees to include in the registration amount due.
Clearer discounts: Show original charges separately from discounted totals.
Custom payment plans: Improved handling helps registration requirements follow the configured payment rules.
Requirement tracking: Registration checkboxes and completion indicators reflect responses more consistently.
Portal files: Make selected family, parent, and student files visible in a dedicated Parent Portal files area.
Protected family records: Parent Portal users cannot delete parent or student records.
Where This Is Located
Registration options are configured under Settings → Registration Setup and monitored through the Registration Dashboard.
Portal file visibility is controlled from file management.
Tables, Exports & Printing
Shared table tools now offer more control over layout and make it easier to export the information being reviewed.
Key Points
Central table settings: Manage columns, rows per page, and spacing from a shared settings control.
Adjustable spacing: Choose Large, Medium, or Condensed layouts for one table or across tables.
Frozen columns: Pin supported columns so they remain visible while scrolling horizontally.
Easier navigation: Side-scroll controls and fixed pagination keep wide or long tables easier to use.
Configurable PDF exports: Export supported tables to PDF, choosing columns, column details, order, headings, branding, orientation, and font size.
Selection-aware Excel exports: Export selected records when rows are checked, or matching filtered records when no selection is made.
PDF sizing: Use school sizing defaults for direct printing and supported one-page document options.
Improved printed layouts: Refinements address Hebrew and Yiddish alignment, Hebrew-date exports, and header spacing in Lists & Labels.
Where This Is Located
Table settings and export options are available on supported lists throughout SchoolSet.
Related print-layout controls are available in PDF export settings, Lists & Labels, and document settings.
Permissions & Access
Access controls have been refined to make restrictions clearer and preserve school-defined permissions.
Key Points
Clear permission messages: Restricted pages explain that permission is required.
Protected built-in roles: Built-in Parent and User roles cannot be renamed or deleted, and Parent permissions are limited to appropriate portal access.
Preserved role settings: Existing permission selections are retained during system updates.
Financial visibility: Family financial information respects the user’s financial permissions.
User profile administration: Authorized staff can edit user profile information from the Users page.
More precise feature access: Separate permissions support new tools and narrower responsibilities, including Phone Portal, Gifts, transcripts, and daily bus changes.
Where This Is Located
Permissions and user administration are managed through Users & Permissions and Roles & Permissions settings.