April

projected balance in student summary release date april 1, 2026 the new projected balance option can now be selected as a display choice in the student summary a new show projected balance option is available under institution config → students → defaults → summary account display this allows you to display a forward looking balance that reflects upcoming charges, not just current amounts it appears alongside existing options such as amounts due and current balance this gives your team clearer insight into a student’s financial position and helps anticipate issues before they arise revise invoice (cancel & reissue workflow) we’ve introduced a new way to update invoices while preserving a complete history of changes the new revise invoice action allows you to cancel an existing invoice and automatically generate a revised version revised invoices retain the same invoice id, with version tracking added so you can clearly see changes over time when an invoice is revised, the new version opens in draft mode, allowing you to make adjustments before posting a new save & post option gives you more control over when updates are finalized any payments, credits, or deposits applied to the original invoice are automatically re applied to the revised version, reducing manual work to keep invoice lists clean, revised cancellations are grouped under a new cancelled with revisions filter you can also view all versions of an invoice, making it easy to track changes across revisions this update simplifies invoice corrections while maintaining a clear and traceable audit trail