Billing & Finances

• The mobile app now supports Tap to Pay on iPhone in beta, allowing you to accept in-person payments directly from an iPhone. Contact your Account Manager to enable it!

• Staff can now split invoice charges by percentage for split families, with separate previews and totals for each guardian group.

• Billing teams can now restore user-deleted debits, credits, and payments from the past 30 days, reducing the risk of permanent mistakes. This should make it easier to fix any billing issues on family accounts.

• Creating invoice charges now opens in the new billing experience by default, while preserving the option to switch back for users who previously opted out.

• Overdue invoice reminders now open in a review modal where staff can confirm eligible families and add an optional custom message before sending.

• Staff can now set post and due dates for expected subsidy deposits before marking them as received, with validation to ensure dates are complete and in the correct order.

Marketing & CRM

• CRM student and guardian boards now support additional grouping options, including a No Stage column so records without a stage remain visible.

• CRM automation setup is now faster with default condition branches and one-click branch creation for each remaining option on a single-choice property.

• Booked tours now appear correctly for CRM staff with access to a single location.

• CRM automation texts now send correctly when the configured sender number is stored in display format.

• Manual enrollment of a single lead into an automation no longer gets blocked by hidden trailing spaces in the lead’s name.

• Auto-created CRM call leads now inherit the program associated with the phone number that was called, ensuring program-level staff can see and manage those leads.

Payroll & HR

• The Total Staff Hours report can now break PTO down by time-off type, making payroll reconciliation easier from a single report.

Enrollment & Paperwork

• Roster uploads now extract embedded nicknames from child name fields and use cleaned names for duplicate matching.

• The Incomplete Docs report no longer marks documents as Not Started for students the document was never shared with.

• Enterprise users can now manage note tags across programs from Custom Values, while individual programs are protected from editing enterprise-managed tags.