Aeries Ideas

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  1. Aeries Financials to add a Fee Cancel Option

    something similar to what Balance Adjustment does within adding a Payment, but called "Fee Cancelled" and is built-in similar to Balance Adjustment so users don't need to add manual codes for it.
    This would prevent it from showing as a separate payment record within reports and the UI, however allows users to keep a record of "this student was expected to pay this amount, but then we decided it was cancelled"

    1 vote

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  2. Financials - Different platform for Lower % Fees

    Provide a different platform than LT at 5% transaction fee. Possibly link Fees & Fines that allows to push and collect through Parentsquare Stripe at a Transaction cost of 2.9% + .30

    1 vote

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  3. Livingtree Give Campaign

    to allow for Livingtree Give campaigns to be shown/presented/available via this interface.

    1 vote

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  4. Financials - Online Store Manager

    Would like to see some sorting options on the Online Store Manager page. This feature would make the page more user-friendly when working with a larger catalog. Would also like to see an option to make the item inactive. (something like making a student inactive)

    2 votes

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  5. Financial Transactions show details

    It would be nice to be able to see the details of paid and balance adjusted transactions. When a fee is balance adjust it just shows paid. This is confusing because it is not paid it is adjusted or waived.

    1 vote

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  6. 3 votes

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  7. LivingTree Transaction Report

    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

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  8. Financials & District Assets

    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.

    5 votes

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  9. Notify portal-enabled contacts when a new fee is added to Financials

    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

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  10. 1 vote

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  11. Financial Reports

    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

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  12. Financials - Order Management Pending Status

    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

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  13. Financials Reports

    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

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  14. Financials - Allow a Partial Cancellation

    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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