Can we please add school and id to the report? We currently have to do various VLOOKUP's to get this information tied in with our PayPal report.1 vote
Financials - Implement a running account balance so the student totals are always displayed correctly3 votes
Financials needs to talk to student assets, and also to assets. When assets are moved to financials, but also when charges are paid or removed from financials the student's assets need to be adjusted and the assets need to reflect that the item is now out of service.4 votes
When running financial statements in the reports, it shows a total due of "0" in amount due even when there is a remaining balance.1 vote
When adding a new fee to a student in Aeries Financials, it would be helpful if there was a mechanism to send an email and/or push notification to the linked portal accounts. As it is now there is no notification, and the fee is not obvious to a parent when visiting the portal in either the browser or mobile app, so it is very easy for the parent to not even realize that a fine was assessed until much much later. This increases the chance that the parent has forgotten the details of the fine or even why there was one, so now site staff have to deal with an irritated parent.
My idea is that a checkmark option be added to the Add Fee screen which tells Aeries to send an email to any portal accounts linked to the student when the fine is added. This could also be useful on the Add Payment screen, as the email notification would serve as a receipt for in-person payments. The Add Fee message could say something like the following:
<School name> has added a new fee for <student name>. The details of this fee are listed below. You can visit Aeries Portal to pay this fee online. If you have any questions please contact <school name>.
Date: 5-17-2021 (pulled from date field on Add Item screen)
Fee Amount: $45 (pulled from amount field on Add Item screen)
Description: (any text added to description field on Add Item screen)
Other elements from the Add Item screen could be included here, but I suggest only including elements that have data provided. For example, we don't use course fees, so including that on all email notifications would be superfluous.
Also, having a simple push notification in the mobile app that says something like "A new fee has been added for <student name>" would be a great way to drive them into the app to pay the fine quickly. Tapping on the notification could take them directly to the Financials screen in the app (which is currently hidden in the More menu). But that's just a cherry on top - simply having the email notification would be a huge help.
When adding a new fee to a student in Aeries Financials, it would be helpful if there was a mechanism to send an email and/or push notification to the linked portal accounts. As it is now there is no notification, and the fee is not obvious to a parent when visiting the portal in either the browser or mobile app, so it is very easy for the parent to not even realize that a fine was assessed until much much later. This increases the chance that the parent has forgotten the details of the fine or even why there was…3 votes
On the Order Management page, we would like to see an enhancement of some sort or an automated process to help clean up the students that show up as pending. The only way thus far for us to remove them, is to manually emulate each and every student.1 vote
We need canned reports pulling from the order management page, in order to see how many students have purchased each class and how many spots are still open and also see the names of the students signed up for each course. I am attaching a sample of what we need.1 vote
In Financials, on the order management, order details, there is no way to do a partial cancellation - it would be nice to be able to do a partial cancellation and not have to cancel the entire order and the customer would need to sign up again.1 vote
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