Fee Tracking Reports for Allocations
We recently introduced a new report that shows Payment Allocations (which incidentally has been renamed per screenshot below). We’ve created a similar report in QuickSchools that shows how Charges/Invoices have been allocated. Again, searching for the word “Allocations” in the Reports module, which should yield the following results:
Fees Tracking Allocations Report
If you find these reports useful, don’t forget to Star them as your favorites. Additionally, we’ve also added 2 new options filter by in the “Fee Tracking Transactions” Report: Read more…
Standard Charges as Invoices
We’ve just released a new improvement to the Fees Tracking module. When creating a Standard Charge in QuickSchools, you can now specify whether the standard charge should be applied as an Invoice. Just check the appropriate check box:
Apply a Standard Charge as Invoice
When you “Apply” the Standard Charge, instead of creating charges for each student / family, you can instead combine charges into an invoice. The resulting invoice can of course be printed.
Check it out, and let us know what you think!
Copy Report in Report Creator
You can now create a copy of a report in the Report Creator by clicking on the “Duplicate” link:
Create a Copy/Duplicate in the Report Creator
Enjoy!
BETA: Yearlong Attendance in Student Record
If you would like to have the Attendance tab in the student record show attendance data for the entire school year, this is now possible (in beta only) thanks to several requests we’ve received. You’ll need to contact us to set it up (you can just chat in or email us at support@quickschools.com), and we’ll be more than happy to enable this new capability.
Here’s a preview of what the attendance tab will look like using some dummy data:
Locking Student Numbers
Per several requests, it’s now possible to set student numbers to be non-editable. If this is something you’d like for your account, just chat in and let us know. Thanks!
Fee Tracking Allocations Report
We’ve just released a new “Fee Tracking Allocations” report that will allow you to track all Payment Allocations in your QuickSchools Fees Tracking module:
Fees Tracking Allocations Report
If you’re looking to track which fees have been explicitly paid, and which are outstanding, you’ll need to turn on the Payment Allocation feature in the Fees Tracking module (Check out the Features page in your QuickSchools account): Read more…
Locked Search
We’ve just released a new feature in QuickSchools that will allow you to save your search parameters as you move between screens. This would be helpful as you’re reviewing the a specific student record, and then moving to other modules like Discipline. Here’s how it works:
QuickSchools Locked Search
Simply click on the red Lock icon to turn on the feature. And whatever you type into the search box will be saved moving forward. You can unlock by clicking on the red Lock icon again.
We’re still adding the capability to our many screens. Right now, it’s only available on a few modules. But if you find this feature useful, and you’d like it enabled on specific screens/modules, do let us know. We’re looking to prioritize these.
Happy Searching!
