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🆕TUIO 3.21.0 – What’s New

Major updates across accounts, registrations, enrollments, forms, GL accounts, exports, and parent workflows

📧 General Improvements

  • Future birthdays can now be selected up to 5 years ahead to support early enrollment planning.

  • When adding a payment method, users can select an option to use the address as the receipting address.

    • If no existing address is on file, this option is preselected and locked.

  • Updated dialog behavior for editing credit cards with helpful next-step guidance.
  • All TUIO-generated PDF forms have been visually overhauled with standardized headers and layouts.
    • Existing PDFs must be regenerated to receive the update.

👨‍👩‍👧 Parent Experience

  • TUIO now enforces stronger safeguards to ensure that only the originally invited email can link to an invited parent profile.

    • If a different email is required, administrators must update the parent’s email or create a new parent.

  • When a user changes their account email, all linked parent email fields are updated automatically.

  • Signature fields prioritize the draw input option when completing registrations or forms.

  • After submitting a registration form, parents can no longer return to edit the form.

  • If a program reaches capacity during a parent’s registration process, the parent is redirected and shown a message indicating that the program is now full.

🏫 Organization Experience

Parent & Account Tools

  • Administrators can now filter by both parent status and account status.

  • When creating a parent, admins can mark the profile as donor-only.

  • Parent profiles have been revamped with new tabs for:

    • Related students

    • Enrollments

    • Invoices

    • Registrations

    • Submissions

  • Parent profile now displays expanded financial statistics.

Form Improvements

  • When duplicating a form, admins can now choose whether the copy becomes a registration form or a standard form.

  • Editing custom fields for forms now includes options to edit, duplicate, or remove fields.

Enrollment & Registration Enhancements

  • Exporting enrollments with financial data now requires Invoice-Transactions: Read permission or higher.

  • Donation funds can now be filtered on the Donations page.

  • Deleted programs no longer appear as options for receipt configuration or as filters on the Invoices page.

  • Editing invoices is now standardized and allowed even if the related student is inactive, provided:

    • The enrollment/invoice is not archived or deleted

    • There are no in-progress transactions

  • Bulk reminder actions have been improved:

    • For overdue invoices

    • For missing payment methods

    • Each action now shows the number of items eligible and requires confirmation.

New Registration Features

  • Dual fee model: Programs may now require both a registration fee and enrollment payment.

    • Registration fees require a description; capacity limits are optional.

  • Existing student–only registrations:

    • Restrict registrations to existing students, preventing creation of new student profiles.

  • Registration state notifications:

    • Programs can designate organization accounts to receive notifications when registration states change.

    • These accounts are prepopulated in the new Also notify field.

  • New Registration State: Reviewed

    • New and adjusted state transitions:

      • Reviewed → available from Pending review, Waitlisted, Enrolled, or Rejected

      • Enroll → always available

      • Reject → available from Pending review or Reviewed

      • Waitlist → available from Pending review, Reviewed, or Rejected

Enrollment Updates

  • New indicative state: Pending

    • When upfront or deposit payments are outstanding

    • Moves to Active automatically once payments are complete

  • Transaction refund notes now appear distinctly in the transaction details.

Accounting Export (Soft Launch)

  • The new Accounting Export provides highly customizable export templates.

  • Administrators can select from a wide array of fields related to:

    • Enrollments

    • Invoices

    • Transactions

    • Deposits

    • Students

    • Parents

    • Programs

    • GL Accounts

  • Parent, student, and enrollment custom fields can also be included.

  • Requires date ranges for proper data extraction.

  • Runs in the background; users receive a download link via email when finished.

  • Enabled by TUIO admins on an organization-by-organization basis.

GL Accounts (Soft Launch)

  • GL Accounts can now be activated for eligible organizations.

  • Serves as the foundation for custom GL coding for:

    • Products

    • Registration fees

    • Donations

    • Transaction fees

  • GL configuration is hierarchical:

    Organization → Program → Payment Plan → Enrollment → Invoice

  • Transaction GL data cannot currently be edited after creation.

  • GL settings appear on:

    • Program settings

    • Payment plan and payment creation

    • Organization discounts

    • Invoice creation/editing

    • Accounting export templates

  • Organizations should complete setup promptly after activation for data accuracy.

Student & Audit Enhancements

  • Custom student identifiers can now be added and imported.

  • Form submissions and registrations tied to a student now appear in the Student Profile.

  • Audit logs now show when users are reminded of missing payment methods or payment plans.

  • Receipts now display their creation date.

  • Invoices can now be sorted by amount.

Need Help?

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