---
title: February
slug: february
docTags: 
createdAt: 2026-02-24T14:55:40.521Z
---

# Security & Login Enhancements

**Release Date: **February 24, 2026

## Student Test Verification – Face Validation Update

When students complete identity verification during testing (selfie + ID upload), the system now performs a **face detection check on both images**.

Each image must contain:

- A single face 
- Clearly detectable facial features 

If multiple faces are detected or no face is recognized, verification will fail.

This strengthens identity verification and reduces impersonation risk during proctored testing.

## Enhanced User Login Tracking & Status Visibility

We’ve expanded visibility within **Students → User Logins** and **Staff → User Logins** to provide clearer insight into how users are accessing the system and why login attempts may fail.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/85mMLGjvuU9wPx3Xm_MvA_image.png)

The User Logins list now includes:

- A **Source** column showing whether the login was through the standard Application login page or via an SSO provider (e.g., Google, Microsoft, etc.) 
- A **Status** column indicating if a login attempt failed or was blocked 
- Clear reasons for blocked or failed logins, including: 
  - Bad Password 
  - Bad 2FA 
  - Blocked IP 
  - Blocked VPN 

## VPN Blocking

Institutions can now enable **VPN Blocking** under: **Institution Config → General → Login**

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/SsLh5jVbdAlynthbNbyMq_image.png)

When enabled, the system will attempt to block access from detected VPN connections.

To activate this feature, please contact [ampEducator Support](mailto\:support@ampeducator.com). Once enabled for your institution, the setting will become selectable in your configuration area.

# Tuition Statement Reporting – Simple Method

**Release Date: **February 24, 2026

We’ve introduced a new recommended **Simple** method for generating:

- Canada T2202 forms 
- U.S. 1098-T forms 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/GTN5OZzuPkEquQzQ78Hzv_image.png)

:::hint{type="info"}
Step-by-step guide: [New Tuition Statement Reporting Guide (T2202 & 1098-T)](docId:7pQOHIcKROmywI8inoFmF) 
:::

The Simple method:

- Determines tax year eligibility based on payment date 
- Pulls qualifying tuition revenue automatically 
- Recognizes eligible programs and standalone courses 
- Reduces manual corrections and year-end cleanup 

This approach simplifies setup while improving reporting accuracy.

# Tax Deductions Earned (Student-Level View)

**Release Date: **February 24, 2026

A new section called **Tax Deductions Earned** has been added under **Student → Account.**

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/hVLp4E6NlVDWYyzj_6ZJ-_image.png)

This section provides a year-based summary of tax-deductible amounts earned by a student and serves as the source for generating tuition tax forms.

The Tax Deductions Earned view:

- Groups deductions by **Tax Year** 
- Organizes results by **Program or Course** 
- Displays the total **Earned Amount** for each year 
- Allows users to expand rows to drill into: 
  - Individual invoice items 
  - Charges 
  - Related payment and deposit activity 

This provides full visibility into how a student’s eligible tuition totals were calculated.

### How Amounts Are Earned

Tax deductions are recorded when payments or deposits are applied to eligible invoice items or charges.

- **Payments** are earned based on the payment’s recorded date. 
- **Deposits** are earned when the deposit is applied to an eligible item. 

The earned tax year is determined by the earned date — not the original invoice date.

For example:

- If an invoice is issued in 2024 but paid in 2025, the deduction is earned in 2025. 
- If a deposit is made in 2024 but applied in 2025, the deduction is earned in 2025. 

The system also records applied and unapplied events to maintain accurate year-based totals.

### Generate Tuition Statements

Tuition statements (T2202 or 1098-T) can now be generated directly from the **Tax Deductions Earned** section.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/IoqlDp5LYsDKEOlA_JVl__image.png)

Generated forms are stored under **Student → Tuition Statements.**

# Tax Deductible Determination for Invoice Items & Charges (T2202 Update)

**Release Date:** February 24, 2026

Tax deductibility is now determined at the time an invoice item or charge is created, rather than dynamically during tuition form generation.

When a financial item is added, the system evaluates whether it is tax deductible based on the configuration set under:

**Institution Config → Accounts → Tuition**

The result is stored directly on the item and used during T2202 generation.

Each invoice item or charge now includes:

- A visible **Tax Deductible** indicator in the item list 
- A **Tax Deductible Source** (Auto Determined or User Override) 
- A detailed **Tax Deductible Policy** view showing: 
  - Policy version 
  - Evaluation source 
  - Evaluation date 
  - Eligibility result 
  - Reason for determination 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/gBXNmVlgvl_Kf4m1FPSis_image.png)

These fields are visible when adding or editing an invoice item or charge.

If needed, users can select **User Override** to manually enable or disable deductibility. A reason is required, and the override is recorded for audit purposes.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/ux3JqqKURp9XJ95wcpTbR_image.png)

This update improves transparency, ensures deductibility decisions are stored at the item level, and supports more accurate and auditable T2202 generation.

# Open Transaction History (Rolling Financial Lock Period)

**Release Date: February 24, 2026**

The Account History setting under: **Institution Config → Accounts **has been renamed to **Open Transaction History** and enhanced with a rolling open-period control.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/ry05glMFBtezmjczCOlSB_image.png)

This update strengthens financial controls by limiting how far back transactions can be dated, helping protect reporting accuracy and maintain clean audit history.

## Rolling Open Period

You can now define an **Open Period** (for example, Last 12 Months).

This period automatically rolls forward daily, updating the last allowable transaction date.

The Open Transaction History setting controls the earliest date users can assign to:

- Invoice dates 
- Charge dates 
- Payment dates 
- Adjustment dates 
- Refund dates 

Transactions dated earlier than the configured open period cannot be created or modified. This prevents unintended backdating and ensures historical financial reports remain accurate.

## Role-Based Controls

Different open periods can be configured for:

- Standard users 
- Admin roles 
- Finance roles 

Finance users may be granted longer access windows if required.

The maximum allowable open window is **2 years**. After that, changes must be made using proper adjustment workflows rather than modifying historical transactions directly.

# Refund & Adjustment Updates

**Release Date: **February 24, 2026

## Simplified Adjustment Options

Refund Adjustment and Debit Adjustment options have been disabled.

Credit-based adjustments are now the standardized method for handling account corrections, improving clarity and reporting consistency.

## Credit Card Refund Recording

You can now record credit card refunds within ampEducator for internal tracking purposes.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/yY5TLh4n1D9_RrbDDO0X-_image.png)

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/vxKMA1NOcZI83i0t9pulK_image.png)

:::hint{type="warning"}
Please note: Refunds must still be processed through your payment provider. This feature ensures accurate internal records.
:::

# Enrollment Billing Improvements

**Release Date: **February 24, 2026

## Select & Post Invoice During Program Enrollment

When enrolling a student into a program, you can now:

- Select an existing draft invoice to add charges to 
- Choose whether to post immediately or keep the invoice in draft 
- Use auto-post options if desired 

This gives institutions more control over when tuition becomes finalized.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/G-rG-JFdvDZ1lAHqr69ce_image.png)

## Select & Post Invoice During Course Enrollment

The same billing flexibility is now available when enrolling students into individual courses.

You can:

- Select which invoice to apply charges to 
- Decide whether to post immediately or keep as draft 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/uQnITSg1cvSrmD1ZqD9dW_image.png)

# Auto-Post Invoices

**Release Date: **February 24, 2026

Invoices can now be scheduled to automatically post at a future date while remaining in draft.

- Set auto-post timing when creating an invoice 
- A daily system job posts invoices scheduled for that day 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/efiv6UBniqGj2dGtfOyhi_image.png)

When creating a new invoice from **Home → Accounts → Invoices**, you can also select quick auto-post timing options (e.g., In 1 Day, In 1 Week, etc.).

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/VWV3Lc04T9HvOrMB3pxtJ_image.png)

# Cancel, Reissue & Reapply Improvements

**Release Date: **February 24, 2026

The Cancel Invoice dialog now includes an option to automatically **Reissue** the invoice at the time of cancellation.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Cupqj9at5V1Sf0igF6Qs3_image.png)

When the **Reissue Invoice** option is selected:

- The original invoice is cancelled 
- A new draft invoice is automatically created 
- Previously applied payments, credits, and deposits are carried forward into the new draft 

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/JrkYMw-hMd8D1wB4Uf1-i_image.png)

The reissued invoice opens in draft form, allowing you to:

- Review the existing charges 
- Make any necessary edits 
- Adjust items if needed 
- Repost when ready 

This streamlines corrections while preserving payment history and reducing manual reallocation work.

# Invoicing Enhancements & Workflow Improvements

**Release Date: **February 24, 2026

## Limited Editing on Posted Invoices

Certain non-financial fields (such as the due date) can now be edited on posted invoices.

- Financial line items remain protected 
- A warning message appears when attempting to edit a posted invoice 
- All changes are logged internally for audit purposes 

This provides flexibility while maintaining accounting integrity.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/tBjSyKp0egKPYaFim_uxe_image.png)

## Item Association Editing

You can edit invoice items and update their item associations directly from the invoice. This improves flexibility when adjusting how charges are categorized.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/w_VE8FM3D__FExAomvMyI_image.png)