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  1. 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.

    3 votes

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  2. 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…

    2 votes

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  3. 1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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