Marketing & CRM

• CRM tasks now include predefined due date options (e.g. Today, Tomorrow, In X business days), speeding up task creation.

• CRM tasks can now be marked complete directly from the tasks table and lead detail pages, reducing extra clicks.

Enrollment & Paperwork

• Paperwork submissions can now be approved or rejected, with an optional rejection email, making it easier to manage valid vs. invalid documentation with families.

• The Paperwork tab on staff profiles is now a single combined table, making it easier to review a staff member’s documentation at a glance.

• Guardians will always have access to their paperwork submissions, even if a form is no longer actively shared with the student, on both web and mobile.

Billing & Finances

• Added quick filters for “No billing plan” and “Ending soon” on the Billing page to help surface plans that need attention.

• The payment disputes experience has been fully redesigned with clearer evidence upload and validation, making disputes faster and easier to resolve.

• The payouts list and individual payout views have been redesigned to be clearer and more consistent with the rest of the platform.

• Subsidy lists can now be sorted by student last name on the payment recording page, making reconciliation easier.

• Future debits can now be updated by matching the current item price or applying a relative increase across all debits, simplifying bulk pricing changes.

• An Active Students filter has been added to the billing plans page to reduce noise when managing plans.

• Added FT/PT attendance counts and rate amounts to subsidy deposit tables for clearer subsidy payment review.

Payroll & HR

• Added a “2% shareholder” earning type with predefined earnings for benefits and HSA, supporting compliant payroll setup for applicable employees.

Attendance & Ratios

• When a single-day schedule overrides a recurring schedule, the calendar now visually indicates the override to prevent scheduling confusion.

• The My Food Program attendance export now supports two in/out logs per student, aligning with real-world attendance patterns.

• The Attendance – Blank AM/PM report can now be grouped by Programs for easier review.

Food Program (CACFP)

• Kindertrack submission tables now support search and status filtering, making it easier to manage and review submissions.

Family Communication

• Group chat photos can now be updated, making it easier to distinguish conversations.

• The Changes tab in classrooms now includes sub-tabs to filter by relevant actions, improving readability for staff reviewing updates.

Reporting & Insights

• Fixed an issue where the “Nickname” field was not available in custom reports, restoring access to expected student data.

Platform, Integrations & Admin

• Weekends have been removed from the enrollment forecast date picker to better reflect typical enrollment timelines.

• Fixed an issue where birthdays in the upcoming calendar year were not shown when viewing the calendar near year-end.