Features - New for Release 3.0!

  • Billing Improvements - Ability to configure Sales Taxes and set up 3 sales taxes on any charge. New Sales Tax reporting feature. Added ability to charge for more than one item in Student Billing.
  • Student Maintenance Improvements - New "Billing" tab for address information.

  • Email Improvement - Automatically populate email address for statement, payment histories and transaction histories.

  • Export Improvement - Ability to create mail merge exports.

  • Class Setup Improvements - Create entire class roster for new classes.

  • Statement Improvements - New optional statement in Portrait format. Statements of all payment and invoice activity with calculated prior balance.

  • Reporting Improvements - New Report - Monetary Recap: recap at end of the day listing total amounts of receipts by payment method. Student Totals Report now alphabetically sorted.

  • Letter Merge Improvements - Make changes to the Letter Merge Utility to create custom Excel spreadsheet.

To view a short video walk-through of the 3.0 features, click HERE.

For a full list of version 3.0 features, please download the linked PDF here (Adobe PDF Reader recommended for viewing).