Charge Edit Functionality on Billing Accounts | Create Invoice and Charge in One Step | Admissions Document Uploads | Defects and Maintenance
This release includes several new features that we’re excited to share!
⚡
Charge Edit Functionality on Billing Accounts
⚡School Administrators with the Billing role will now have the option to edit school charges on billing accounts without needing to remove and re-add them!
This new feature can be found by clicking the 'Edit' icon under the Charges tab ‘Summary View’ of any TADS billing account. Clicking this icon will open a new page where the user can add, edit, and remove the charge on any invoice on the account.
Notes:
- Setting an amount to 0 or leaving it blank will remove the charge.
- Changing an existing amount to a different amount will edit the existing charge item. It will not remove and re-add a new instance of the charge.
- Adding an amount to an invoice that was previously blank will add a new instance of the charge to that invoice.
- For now, Payments and Credits cannot be automatically reapplied.
- If charges are reduced lower than Applied Payments or Applied Credits amounts, a warning will appear for the user. If the change is submitted, the payments and credits will be unapplied until the new charge balance is $0.00.
- If a charge amount is increased on a current or past due invoice, the invoice will be updated to Future Due status, so an invoice notice is triggered with the next batch of invoice notification emails.
- Charge notes can be freely edited, as well.
🔄
Add Invoice and Charge in One Step
🔄- When adding a charge to a billing account, the account must have an invoice due at least 11 days into the future from the current date. Previously, this necessitated a step of creating an invoice through a separate page, then adding a charge. Now, the user can do this in one step by creating an invoice directly from the Add Charge page.
- Additional invoices can also be created even if there are already existing invoices that qualify to receive the new charge.
- This update will save you time and allow schools to generate additional invoices quickly!
📚
Admissions Document Uploads
📚Supplemental Questions configured for TADS Admissions can now be set to a “Document Upload” format. This question format will be associated to an Admissions Document Requirement and can be set as either required or optional.
This new Document Upload option will appear like any other supplemental question during the parent/guardian completion of the Admissions Application, but instead of being asked to respond to a question, the user will be asked to upload a file to fulfill the document requirement. If the question is required, the user must upload a file in order to proceed with the application. If the user is resuming an application and has previously uploaded a document, they will not be required to upload additional documents in order to complete the application.
📋
Defects and Maintenance
📋- Re-added Grade Group support for the Admissions Application so that families can choose from several dropdowns of grade options when applying to schools with complex grade setups.
- Fixed an issue that prevented Admissions Application submissions from correctly saving consent text for Terms and Conditions.
- Fixed an issue with the WaitingList status that was not correctly redirecting users on the Admissions Application.
- Fixed an issue that prevented the TK grade from appearing on the Award Details filter.
- Updated Financial Aid Worksheet for 25-26 year.
- Updated Financial Aid 2025 Verification of Non-Filing.
- Fixed an issue with Financial Aid Application Section 4 ‘Percent Owned’ field that prevented correct entry and validation of responses.