🆕TUIO 2026.8.1 - What's New

Organization Experience

Filters

• Invoices, Enrollments and Donations now have a Payment method status filter beside the existing Payment method filter, offering Active, Expired, Deleted and None selected.
• The Payment method filter now means the payment method type only, because those status rules have moved to the new filter.
• The unpayable invoice tiles on the dashboard now open a list matching the number shown on the tile.
• The Enrollments > Payment plan filter is now hidden until you select an organization, and appears under More filters once you have.

Reports

• Reports used to require the Organization admin permission, so granting someone only Processor activity read never made the tab appear. It now appears for anyone holding any report permission, and each section shows only for the permission that unlocks it.
• The report now accepts a date range of up to 12 months. Days beyond the cap are greyed out in the To calendar, and a typed over-range date switches off Generate and Export. The From date stays freely selectable.
  
  

Credit Imports

• Files that arrive with only student details can now be imported. The parent ID column and the new parent first name and last name columns are all optional.
• The parent is matched from the student's own linked parents: a single linked parent is used outright, and several are narrowed by the first name on the row. A row that cannot be settled fails and names the columns to map.
• Two safety changes come with this: a parent ID that is not linked to that student now fails the row, and a credit is never assigned based on who happens to pay that student's invoices. Watch your first import after this release, because a file that imported before may now reject those rows.
• The mapping step used to list every field on your Parent and Student forms, including headings and addresses. None of those could ever match, so choosing one produced an import where every row silently failed.

Other

• The Refund button was disabled whenever the invoice's payment method had been deleted, forcing you to update the enrollment first even for a cash refund, which never touches that payment method. The button is now available, and the Refund dialog preselects Cash and explains why the other option is unavailable.
• Lists show IDs with a hash, for example #11880919, and pasting that back into the search box returned nothing. It now finds that exact record, on all 15 lists that search by ID.
• On the organization Students list, a plain number now matches the student ID or your own student number exactly. Any other term still searches your student numbers by fragment.
• Credits that came from a credit import previously had every field locked. The tax receipting setting can now be changed on those credits, while the import-owned details such as the name, amount, type and criteria stay locked.
• View details of Text messaging on the organization profile is now View history, and it lists completed months only, so the month still in progress is never shown as though it were a charge already made.
• The Compliance fees section has been removed from Organization > Settings > Transaction fees and from the organization export. Both values were only ever recorded there and were never used to bill, invoice or report.
• Field editor: The Description option has been removed. A description was never shown to the person filling in the form, so it only let you write text nobody would see. Text already saved is left in place, simply hidden.
• Terms and Conditions field: When the field takes its content from a URL, the URL and its label are now both required. A blank one previously produced an empty, unclickable link in the parent facing form and on the receipt PDF.
• Fixed the Collections report leaving the selected end day out of every figure on the page, and returning different totals for the same date range depending on whether the To field had been touched.
• Fixed the Processor activity report covering one day beyond the selected end date. Totals may differ from an earlier run of the same report. The new figures are the correct ones.
• Fixed clearing a mapped field on the credit import leaving the previous one in place, so every row came back as Parent not found.
• Fixed a broken image appearing beside each student in the Students selector on Parent profile > Credits > Credit.
• Fixed the form submission PDF showing an oversized Submitted line and a large blank area in the top right.

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Need Help?

If you have questions about this release or notice unexpected behavior, please contact support@tuiopay.com.