January 15th, 2021

To allow your school more flexibility in the content that appears in the Parent Portal, we’ve added several new content widgets within Settings -> Portal -> Parent Portal Content. These include:

  • Summary Page Sidebar + Header

  • Contact Page Sidebar + Header

  • Billing Management Widget (for schools using SchoolAdmin Billing ONLY)

Learn more here.

January 12th, 2021

It is now possible to bulk ignore emails on the Failed Emails page. There is a new "Ignore All" button that will ignore every failed email (across all pages) so that your school can start fresh with monitoring your failed emails.

December 11th, 2020

Parent-facing Basic checklist items are now available. This type of checklist item will allow a parent to complete it by simply clicking a button labeled “Mark As Complete” on the checklist in the parent portal. This should streamline the process if your school just needs parents to complete a basic task as part of the admissions and/or enrollment process without requiring them to submit a form.

December 8th, 2020

Billing Update

The ledger report now includes billing category codes when exported.

December 4th, 2020

Released a new Duplicate Check & Merge tool that can help you force merge any two contacts in your SchoolAdmin system who are not showing up under the Duplicate Contact Matching page. You can learn more about using this functionality here.

November 19th, 2020

Billing Update

A new Billing Category Report is now available. This report is a summary of charges, credits, and payments by billing category. It has custom date ranges with up to 15 months of data and is filterable by term. To learn more, visit this help article.

November 3rd, 2020

Added new mappable fields to the SAO integration. Based on your feedback, we've added the following fields:

  • ApplyStatus

  • ApplyFinAid

  • FamilyCustody

  • StudentEmailAddress

  • CurrentSchool (including school name and address information)

  • InterestCategory

  • InterestActivity

October 29th, 2020

For bulk file uploads, we've added a button to "Skip to confirmation step" when reviewing the files included in the upload.

October 26th, 2020

Weighted Review Criteria is now available.

It’s now possible to bulk download all files for a particular student.

  • From the contact record page, use the new “Download” menu to select "All Forms", "All Admissions Forms" or "All Enrollment Forms"

  • The appropriate forms for the student will download into a zipped folder

Billing Payout Report has the following changes and additions

  • Payment detail shows the associated term

  • Export includes 3rd party IDs (Financial Edge, Quickbooks, etc)

  • Export includes all associated ledger codes

The ability to use Document Request Forms on Enrollment checklists is now live.

October 14th, 2020

New admin home page. When clicking on the settings page, administrative users will see a new home page that highlights new features, training hours, and additional content.

Billing update

  • Billing categories can now be updated for posted ledger items

October 7th, 2020

SAO Integration Update: We've made several enhancements to the SAO integration.

  • First, we’ve moved the configuration page to Fields & Data -> SAO Integration. This allows more self-service flexibility for component and field mappings (more on that below).

  • Second, applications that are imported will now support a second household, Important note: this will only work moving forward for any newly imported applications.

  • Finally, we’ve added field mapping for selected student information. By navigating to Fields & Data -> SAO Integration, and then clicking on “Edit SSAT Field Mapping”, you’ll be able to see a selected list of available student fields from SSAT to map to SchoolAdmin fields. Important note: the mapped fields will be updated retroactively for any applications that have already been imported (at the scheduled daily automatic update time), assuming a value doesn’t already exist in SA. If a value does already exist, that value will be preserved.

September 23rd, 2020

Billing Update: Billing category groups are now live.

  • Billing category groups allow credit category balances to sum up to charge groups.

  • Billing category groups are now displayed within the balance tab of a billing account ledger. The order from the billing category page will be displayed in the balance tab, including the years. This will make it easier to understand how payments are applied.

September 4th, 2020

We've added totals to the top of the Net Tuition & Fees page so you can easily understand the rolled-up amounts for Tuition, Discounts, Fees, Aid, and Net Tuition Revenue.

  • The totals displayed represent the cumulative total for each column across all pages.

  • The totals will update dynamically based on any filters applied to the page.

August 12th, 2020

Billing Module Update:

Reconciliation Reporting is now available!! We’ve added functionality to help you reconcile electronic payments and understand to which billing categories the payments have been applied. For more information, you can reference a help article here.

August 5th, 2020

We’ve added a date filter to the Sent Emails page. This will default to showing emails from the past 7 days to improve page loading performance, though you will have the option to display emails from the last 30 days, 60 days, 90 days, or a custom date range.

August 4th, 2020

You now have the option to display contacts’ middle names throughout the system! We’ve added a checkbox on Settings > General > Basic Setup called “Display Middle Names”. When selected, middle names will display in the following locations: Contact Records, List pages, Lottery results, Search Results, and Quick search autofill display. It will also be possible to search using middle names in quick search as well.

August 3rd, 2020

We’ve added a new feature that allows parents to use an online payment method (credit card or electronic check) for form payments that were previously submitted using an offline payment method (check or a custom option). This is a great option for parents who are no longer able to complete the offline payment method they originally chose, and would prefer to make the payment online instead. You can read more about this functionality here.

July 31st, 2020

It is now possible to include multiple Reply To email addresses when sending emails or creating email templates! We’ve also added a tool tip next to Reply To, CC, and BCC to note that this is possible by separating the email addresses with commas.

July 17th, 2020

We've released a new feature that allows each Schedule within a Calendar to have custom video conferencing links and text! This should be helpful for any schools that have multiple faculty members conducting virtual interviews or meetings, so each one can use their own video conferencing link. Click here to learn more about how to use this feature.

We’ve created a new Admissions Refresh Process page for schools using the Admissions module to ensure that they’ve covered all the necessary areas while navigating the yearly refresh process. You can access this page by going to Settings > General > Admissions Refresh Process. It includes a checklist of items to consider updating and links to helpful resources and documentation.

July 13th, 2020

We made some updates to improve the formatting of comments on the Candidates in Review page. Long comments are now more elegantly handled to improve use-ability of the page

June 30th, 2020

Various bug fixes.

June 24th, 2020

Blackbaud API Update: Added safeguards to prevent empty data in Blackbaud from deleting SchoolAdmin data in 2-Way Sync,

June 23rd, 2020

Bug Fixes:

  • Resolved an issue where contracts with $0 tuitions were triggering an error upon contract generation.

  • Fixed an edge case around financial splits where an error could be triggered if two people are trying to configure splits at the same time.

  • Fixed an issue where ledger items were not posting after contract submit.

June 22nd, 2020

Billing module update:

Field-based fees have been migrated to contract fees. This means:

  • Fields are no longer associated with Billing Categories; you need to create a Contract Fee for the Field for it to appear on a Contract.

  • Contract Fee Rules for Field-Contract Fees get created automatically.

  • This includes setting up Contract Fees for scholarship_amount and financial_aid_amount fields, which were previously managed on the Non-Fee Billing Categories page. That page is now deprecated.

  • A data fix has retroactively created Contract Fees for any Line Items for Field-based fees.

  • An additional data fix will ensure that Contract Fees are created for any Field that is currently associated with a Billing Category, for the current enrollment year.

June 17th, 2020

Bug Fixes:

  • Fixed an issue on forms where field dependencies based on selecting the Open gender option did not show.

  • Fixed an Online Review bug where users could not access some forms for children who had applied in multiple years.

June 15th, 2020

Released an update to restore the previous Contract printing options. When bulk downloading forms, users will see options for [Form Name] - PDF and [Form Name] - ZIP under "Enrollment":

  • [Form Name] - PDF will show the old interface that allows for choosing options to customize the PDF download.

  • [Form Name] - ZIP will maintain the current behavior of immediately downloading a zipped folder with separate PDF docs for each contract. This is the option to use when you need to access the snapshot of the originally submitted contract.

Bug Fixes:

  • Fixed long load times on the Billing module AR Aging report page.

June 10th, 2020

Billing module updates:

  • Total summaries across billing list pages are now available!

  • AR Aging report can now be filtered by term. Documention here.

  • Refunds automatically add chargebacks to accounts for billing.

Bug Fixes:

  • Fixed an issue where the billing payment submit button would freeze (side effect of having a current payment in pending).

  • Updated some logic around status precedence in contact merge to favor the status of the most recent contact.

  • Fixed an issue that was causing billing import jobs to fail.

  • Fixed an error for “guardian” relationships in Blackbaud exports.

June 9th, 2020

Added the ability to change locale settings to Brazil and support for Brazilian currency processing.

June 4th, 2020

Bug Fixes:

  • Fixed an issue where the Reminders section was not appearing consistently across SchoolAdmin.

  • Fixed an issue around the way Blackbaud API IDs are stored that was causing API ID Mismatch errors.

  • Resolved an issue where students at lottery schools had changing waitlist positions based on changing status within a different year.

June 3rd, 2020

Enrollment module update:

Made some minor changes to the Contract Fees page to support ongoing work on some billing categories updates. Specifically:

  • The contract fee list page now has a column for “Canonical Name”.

  • When creating a new fee, you can either specify a canonical name (canonical names must be unique and only contain 0-9, a-z, A-Z, or underscore), OR you can leave it blank and the canonical name will be created automatically.

This release should not have any functional impact on Contract Fees at this point, other than exposing the canonical name in the UI.

June 2nd, 2020

Two updates:

  • Fixed an issue with Blackbaud 2-way sync where changes made on the Blackbaud side were not carrying over to SchoolAdmin.

  • Added a validation that prevents users from generating a contract when the deposit line item has no contract fee.

June 1st, 2020

Resolved an issue where the Assigned Readers merge token was rendering contact IDs instead of readable names.

May 28th, 2020

Added support for family-only fees on contracts. Previously, this was only available on payment plans. When enabled, only the first sibling (Sibling Order = 1) will get charged the service fee by SchoolAdmin. We also added protections in the case where sibling order is recalculated due to a new sibling being added in a higher grade after the fee was assessed.

An update to reminders UX has been released. They are now easier to interact with, load faster, and have explicit actions for saving and canceling rather than previous ‘click away to save' behavior.

Bug Fixes:

  • Fixed a small issue to clarify the error message that appears when you assign a reader to a contact in a term where reviews are not set up.

  • Fixed an issue with year picker on “My Reviews” page sometimes displaying “Nothing Selected” instead of the term.

May 27th, 2020

Fixed a UTC Offset issue that was causing certain transactions on the payment history page to be off by one day.

May 21st, 2020

Two updates:

  • Fixed an issue where payment plans were not being copied to the new term when setting up and activating a new enrollment year.

  • Improved how rounding for payment plan installments are being handled when recategorizing contract fees and then regenerating the contract.

May 20th, 2020

Added a validation that stops AdHoc forms from being duplicated within the same SchoolAdmin site in the same year. This resolved an issue that was causing some Powerschool exports to fail.

May 18th, 2020

The ability to search on sibling order in Search & Reports is now live! This is a useful feature for schools who want to know the total number of families enrolling or attending. The 'Contact Record Data (everything else)' search criteria can be used to search on Sibling Order = 1.

May 13th, 2020

Some recent fixes & updates that have been released:

  • Fixed an issue where updates to a user notification page were not saving.

  • Fixed an issue where certain configurations of phone fields, default values, and show/hide dependencies could lead to a blank household.

In addition, we changed how printing works for contracts:

  • Previously we generated contracts ‘on-demand’ for printing, allowing the user to define some print settings. That is no longer the case for Contracts.

  • Contracts are now frozen and saved as a PDF upon sign and submit. To ensure SchoolAdmin users can download and access the saved submitted version, we no longer generate contracts on-demand for printing.

May 1st, 2020

Direct links to forms are now live! This will allow you to send families direct links to ad-hoc forms via email. This can be helpful for many use cases, but particularly any situation where the parent needs to complete a single form later in the process, such as intent-to-enroll forms or a follow-up enrollment form. A couple notes about this feature:

  • Families will still need to log in after clicking the link, but they will then be taken directly to the form and no longer have to locate the appropriate checklist item

  • These links can be inserted into an email by using the appropriate merge token: either select Contact --> Link to Form [Form Name] and insert, or enter {{contact.link_to_form_[Form Name]}}. Documentation can be found here.

April 29th, 2020

  • Checklist tokens have been redesigned for better readability. Additionally, there are new tokens for admissions and enrollment checklist that will only show the incomplete items. Documentation can be found here.

  • Parents now have access to a download a yearly tax statement document, displaying the tuition and other school fees paid for the selected year. 

April 28th, 2020

  • Updated the User Notification count. The new formula is:  forms to import + overdue reminders + reminders for today.

  • Fixed an issue that would prevent deleting a calendar because it may be referenced by a form template.

April 27th, 2020

You can now integrate Intercom directly into your school's parent portal to help support your families!

  • A help article with all setup details, including recommended plans for schools, can be found here.

April 24th, 2020

  • Email is now an option as a delivery method for Scheduled Exports.

  • Fixed a bug in the scheduled emails workflow where switching from “At a specific time” to “Immediately” blocked the user from proceeding

  • Fixed an issue where some scheduled emails weren’t being sent properly

  • Fixed an issue whereby when a new Consultant was created from the ‘Add a related contact’ menu on a returning student’s contact record, the is_legacy field was being set to ‘true’ for the Consultant, giving them the Legacy role. This will no longer happen.

  • Changed the way the Sent Emails page queries to load faster.

Prepaid billing categories will now update daily! A few tips related to this update:

  • The prepaid billing category will now redistribute every day, as opposed to waiting a whole billing cycle to be applied.

  • If a charge is added after the prepayment has been made on the same day, the redistribution will occur the very next day.

  • The prepaid billing category will only apply to open billing categories that are due today or in the past, not future charges.

  • Documentation can be found here.

April 17th, 2020

Family-based emails + texts are now live! A few notes on this functionality:

  • You will now have the option to send an email or text message from any list page as a family-based email/text

  • Emails and texts sent using this setting will only be sent once to each contact, even if they are responsible for multiple students selected within the batch

  • Family-based emails (but not texts) will display in the Activity History for all students included in the batch, even though contacts will only receive one copy.

  • If you try to include a Contact token in a Family-Based email or text, you will be presented with a warning that the token isn’t compatible with family-based emails.

Scheduled email communications are now live, making it possible to schedule a date and time for any email sent from a list page.

  • You will now be able to choose whether emails sent from list pages are sent “Immediately” or “On a specific date and time”

  • When scheduling these emails, they must be set at least 1 hour in the future to ensure the system can schedule it properly

We also created a new page to manage future scheduled email communications. 

  • The new page can be found under Settings > Communication > Scheduled Emails

  • All email communications scheduled from list pages will appear here until they are sent, at which time they will no longer be shown on this page

  • This page will not display emails scheduled to go out via Automated Communication Plans.

  • If you scheduled a bulk email send, each email in the batch will appear as a separate entry

  • It’s possible to cancel scheduled emails individually or in bulk

  • You can use the Filter Options to search for specific emails or groups of emails by criteria such as Subject or Receiver Email

April 10th, 2020

It is now possible to schedule a time when setting up Automated Communication Plan steps! A few notes about this enhancement:

  • All times are relative to your client site timezone

  • It’s possible to schedule a time for either emails or reminders

  • The scheduled time is when it will be sent, and cannot guarantee the time it will be delivered. Typically the time between send and delivery is negligible, though in rare occasions there could be delays in delivery

  • You can choose to schedule a time for “N days after trigger” or “On date” but not when selecting “Immediately”

  • The default time is 8am, and any previously existing steps with “N days after trigger” or “On date” have been automatically populated with this time.

April 3rd, 2020

  • We redesigned the bulk action controls on list pages to make them more intuitive. By default, all contacts are deselected across all pages, and you will have an option to choose selecting all contacts on the current page or all contacts across all pages.

  • We updated existing TextFields so that they will preserve line breaks on submitted text.

We also added a new field type called TextArea field with the following properties:

  • It will automatically preserve line breaks

  • The text entry box is larger by default to improve the experience for users entering long answers

  • It will always display submitted data across the full width of the page to make it easier to read long answers

March 20th, 2020

  • Fixed an issue where deposit payments could be mistakenly applied toward past tuition balances due to allocation rules. Moving forward, deposit payments will always be applied to deposits.

  • Added a new Payment Amount merge token. This token has been automatically added to the billing payment received email, billing payment failed email, and autopay failure email so recipients can better understand the amount that was paid.

CC/BCC email functionality is now available! This functionality includes:

  • The ability to define a default CC or BCC email on a template

  • The ability to add CC/BCC addresses to any email sent from a list page

  • The ability to send to multiple CC/BCC email address by separating them with commas

March 20th, 2020

  • It is now possible to update the Relationship field through the Blackbaud API.

March 12th, 2020

  • Fixed an issue where admins were not receiving Daily Summary emails, and added some better error handling to prevent similar issues in the future.

  • Parents trying to disable autopay when autopay is required will no longer cause errors.

  • Fixed an issue around multiple activity items getting created with the same name.

March 10th, 2020

  • We improved daily email error handling so that if a single email fails for some reason, it doesn’t prevent other emails from going out.

  • Improved the behavior of setting the former student flag when moving from enrolled to non-enrolling.

  • Improved the language in the confirmation modals of the require/disable autopay feature

We have a whole suite of updates around age in SchoolAdmin.

  • new tokens including: age_year, age_year_month, age_year_month_day, age_year_month_decimal

  • age_year_month is added to the header of all contact records for in workflow people next to birthdate

  • age_year_month is shown next to birthdate on personal tab

  • age_year_month is added to all form view and printing of forms with birthdate

  • all tokens are in search as columns under personal tab

  • age decimal formula is based on percentage of year complete. So 10 years 6 months = 10.5.

March 3rd, 2020

  • Checklist timezone discrepancy has been standardized.

  • Added support for Chinese/Korean/Japanese/Hindi characters so they can render properly on PDF generation. 

March 2nd, 2020

  • Added a pay-in-full option that's integrated into the payment plan configuration This payment plan allows tuition and additional fees to be due at the time of signing the contract.

February 28th, 2020

  • Fixed an issue where the overall percentage amount in the Review Module wouldn't sort in ascending/descending order

  • Fixed an issue where a few emails sent html instead of plain text. 

Billing Customers Only:

  • Autopay can now be required for all payers or disabled on a global or individual payer basis. 

February 27th 2020

  • Fixed an issue with incorrect/double chargeback amounts. 

February 24th, 2020

Billing Customers Only: 

  • Fixed an error with billing import files to strip out any white space and BOM's. 

February 18th, 2020

  • Fixed the performance of the tuition and fees page in the the contract and an error with the tuition token display that would duplicate amounts if the page was double clicked. 

  • The address scrubbing tool now ignores "la" within an address instead of changing it to "Ln" in certain address formats. 

  • Fixed a rare condition that could lead to multiple ssatb_folio_ids being created on a student record.  We fixed the code and performed a data fix to any affected student / school.  

February 14th, 2020

  • Fixed a contract submit error that was received by some parents.

February 13th, 2020

  • Made performance improvements to the 'Candidates in Review' page.

  • Fixed an issue where System emails were displaying in the 'Failed Emails' page.

February 12th, 2020

  • Fixed a bug in Billing so that deposit charges will post back to the Ledger if the payment fails. 

February 11th, 2020

  • The Google Translate feature has been updated to support Chinese languages

February 7th, 2020

Released a new and improved version of the PowerSchool integration. The primary functional changes include:

  • Support for PowerSchool “unlimited contacts” schema

  • New default configurations

  • New debugging tools

  • Improved error handle and test coverage

Existing clients will be migrated.

February 6th, 2020

  • Improved security with password creation for SchoolAdmin accounts with greater character limits and a new minimum requirement of 8 characters for password creation. 

January 31st, 2020

  • Admissions only schools can now see the 'Enrollment Setup' page.  This is useful because Admissions only schools may use statuses that reside in enrollment (for reporting and other purposes).

  • Deposit charges will now be deleted on contract regeneration or deletion. 

January 30th, 2020

  • Released an integrated screen capture and screen-sharing add-on into our Customer Support chat.  This will make it easier for our clients to send us screenshots and videos and also make it easier for our Support Team to see what our clients are seeing.

  • Made improvements to the export format of billing account names for billing import templates and for the AR Aging Report. Exporting the names in a consistent format of first name, middle name and last name will allow schools to do vlookups for billing account names so they can import billing late fees.

January 27th, 2020

  • Additional improvements to Bulk File Upload caching and reported results. 

January 24th, 2020

  • Fixed a minor time offset issue with parent checklist items.

  • Added helper text to enrollment year setup and active steps.

  • Fixed some back-end issues with SFTP time-outs, and failed import or Facts jobs. 

  • Bulk Change Term now includes an option to keep the checklist items / answers when copying between terms.

January 21st, 2020

  • Updated the Blackbaud > SA synch so that it will clear address 2 if that has been updated in Blackbaud.

  • Fixed an edge case that could case the FACTS config screen to pose an error.

  • When moving new students to a custom enrollment status (skipping the Enrollment In Progress step) now properly sets the enrollment type to 'New.'  

  • The 'Sent Email' page now loads much faster.

  • Fixed a problem when an admin tried to activate enrollment years when there was already an existing payment plan setup for that year.

January 17th, 2020

  • Fixed some minor issues with payment plans for non-billing customers.

January 16th, 2020

  • Added some additional validation error messaging handling for failed imports.

  • Fixed a rollover bug.

January 15th, 2020

  • Added rollover for financial responsibility assignments on billing accounts and responsibility percentages.

January 8th, 2020

  • Fixed the way apostrophe's render in email templates. 

  • Improved the load time for files in Bulk File Upload.

January 7th, 2020

  • Fixed an issue with the sending of internal daily summary emails to Admins. 

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