We are excited to announce the latest enhancements to our product, designed to elevate your experience with unparalleled convenience and efficiency. Here's what's new:
Seamless Adjustment of Electronic Invoice Payments
Available in Manage
Users can now void invoices after refunds or adjustments have been made to an active payment. This empowers users to void electronically paid invoices once all payments have been adjusted, refunded, or refused, and redirect payments to a credit memo or another invoice.
How this benefits you:
Mistakes happen, and sometimes incorrect invoices are paid by parents. Authorized administrators can now easily void such invoices and adjust the payment to either credit the parent's account or pay a corrected invoice.
Improved Workflow Automations: Hide Inactive Workflows
Available in Enroll
Introducing a new toggle on the "Workflow Automations" screen to hide inactive automations and reduce visual clutter. This feature allows you to focus on the automations you actively use, providing a cleaner and more organized interface. To view all automations, simply toggle the switch and include them on the page.
How this benefits you:
This new toggle enables you to quickly locate and manage the automations that matter most to you and eliminate distractions by hiding inactive automations that are not currently in use. No more wasted time or energy searching for the right automation!
Improved Workflow Automations: Location-Based Toggles
Available in Enroll
We've made a significant improvement to the Workflow Automation page by tying the active/inactive toggles to the page's org picker. Now, changing the status of active/inactive toggles won't impact all locations, providing better control over your workflow based on specific locations.
How this benefits you:
Easily toggle the active/inactive status of workflow automations for a particular location without affecting others. This feature simplifies the management and organization of your workflow automations, enhancing efficiency and ensuring each location's unique needs are met.
Effortless Management of Multiple Enrollment Paths
Available in Unified
Users with an Enroll-Manage integration can enjoy the convenience of our enhanced syncing feature which prevents the creation of duplicate accounts in Manage. Now when a new copy of the child's record is created in Enroll, the corresponding child record in Manage is automatically updated.
How this benefits you:
Effortlessly manage all additional opportunities for a child without worrying about creating duplicate accounts. This simple yet effective enhancement keeps things organized, saves you time, and eliminates the need for manual duplicate checks.
To learn more about previous launches and updates, visit our collected Release Notes.