In the past month, we focused on expanding our Niche integration for better data attribution, simplifying family financial management, and optimizing the direct enrollment experience for our public schools. We have also introduced a more robust embedding system for inquiry forms and enhanced administrative visibility across the platform.

What’s New

• Niche Inquiry Source Tracking: Joint Niche and EMS clients can now accurately track inquiries, not only leads, originating from their Niche profiles by using a unique inquiry form link, ensuring better marketing attribution and data clarity.
• Expanded Billing Payer Options: Grandparents can now be designated as billing payers without needing to be reclassified as guardians, providing more flexibility for families and the business office.
• Direct Enrollment Enhancements: For schools using Direct Enrollment, we’ve now opened up global usage of Inquiry forms and the Inquiry workflow. This is still optional, but it is now available to all public schools that don’t use a standard admissions workflow.
• Simplified Inquiry Form Embedding: A new shortened embed code ensures your forms stay updated automatically with the latest functionality and visual improvements—like improved error scrolling—without requiring manual updates to your website. The latest update here is that we’ve removed the form’s scroll bar, so that we avoid a double-scroll experience for parents who also see a browser window scroll bar.

Enhancements & Improvements

• Refined AR Aging Calculations: The Accounts Receivable Aging Report now references balances as of the current date, by better handling credits posted after an amount becomes past due (e.g. scholarships).
• External Payout Visibility: We’ve added tooltips and warning banners for transactions initiated through older Stripe accounts to distinguish them from internal EMS payments, and make it clearer why some transaction items have less information.
• Supersite Admin Reminders: Task reminders can now be assigned directly to supersite-level administrators, facilitating better cross-school management.
• Optional Explore Inquiries: The inquiry flow within Finalsite Explore is now optional, allowing schools to hide the inquiry button if the “More Information” url field is left blank.
• Search Engine Optimization: Custom scripts in the Parent Portal are now correctly placed in the page header to ensure Google Ads events fire successfully.

Bug Fixes

• Open Dates for Sent Emails: Resolved an issue with Postmark that was causing truncated responses and missing "Open Dates" in email tracking.
• Direct Enrollment: Fixed a bug where new contacts were created without an enrollment type; they are now correctly defaulted to "New".
• Weglot Widget: Corrected the positioning of the Weglot translation widget to prevent it from widening the navigation bar.
• Data Management: Resolved an issue where the delete button for Direct Enrollment drafts was non-functional.
• Dashboard: Removed an incorrect underscore in the "Application Complete" label on the dashboard funnel.
• Dispute Notifications: Corrected a logic error where dispute notifications were being sent to administrators at unrelated subsites.
• FACTS Integration: Resolved an error that prevented parents at billing-disabled schools from completing deposit checklist items without a payment plan.
• Merge Tokens: Fixed a time zone discrepancy where checklist completion merge tokens were displayed in UTC instead of the site’s local time.
• Financial Records: Resolved an issue where declined payment profile attempts incorrectly created blank orders in the financial history.
• Financial Responsibility: Fixed a logic error to ensure financial responsibility is correctly assigned to the signing parent when a $0 deposit is required.
• Form Payments: Introduced a "Pay Now" button in the student checklist for unpaid custom form fees to allow for successful resubmission.
• Split-Contract Payment Privacy: We’ve now hidden the "Total" column on split-contract payment plans to maintain financial privacy between separate payers.
• Field Dependencies in Forms: Improved field dependency behavior to ensure that hidden fields correctly collapse and disappear when no longer required.