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🆕TUIO 3.26.0 - What's New

Introducing Student Reports, enhanced financial permissions, workflow fixes, and refined invoice handling

👨‍👩‍👧 Parent Experience

  • Fixed an issue where refunded details appeared on invoice PDFs for invoices still pending payment.

  • Disabled payment methods will no longer appear during the registration workflow.

  • Fixed an issue where parents in multiple organizations could incorrectly be created as donor-only parents in new organizations.

  • Donor-only parents linked to enrollments now correctly become enrolled parents.

🏫 Organization Experience

New Feature: Student Reports

Organizations can now generate student reports directly from the TUIO app.

Creating Student Reports

  • Available to Organization Admins via:

    Organization › Reports › Students.

  • Reports can be exported in PDF, CSV, or either format, depending on the chosen settings.

Customizable Using Existing Fields

  • Report creation works similarly to the Form Editor:

    • Users may select student standard fields, student custom fields, and enrollment custom fields.

  • All selected fields are included in the exported PDF or CSV.

Enrollment-Aware Report Generation

  • When enrollment custom fields are included, the system automatically generates a separate report per enrollment for each selected student.

Flexible Student Selection

Student selection supports:

  • Bulk actions from the Students page

  • Individual selection via the student’s kebab menu

  • Applying the report to all filtered students via the main menu

Export Behavior

  • If both formats are permitted, the requester will be prompted to select PDF or CSV.

  • CSV exports download immediately through the browser.

  • PDF exports are queued in the background when:

    • More than one student is selected, or

    • A single student with multiple enrollments is selected

  • Single PDF exports without enrollments generate immediately.

Other updates:

  • Financial Permission Update:

    Users now require Invoices and Transactions (read or better) permission to view financial data on:

    • The Enrollments list

    • Enrollment details

    • Parent profiles

  • Bulk Fee Recalculation Limit:

    Fee recalculation can now only be performed on 25 enrollments or fewer at a time to improve performance and reliability.

  • Cash Transaction Date Handling:

    • Cash transactions always record the current time as the Create Date.

    • The Resolved/Completed Date is set based on user input. If left empty, it defaults to the Create Date.

  • Main Invoices Export Fix:

    The Payment Method Type column now correctly populates on the export.

  • Correct Participant Targeting for Conversations:

    Parents with archived or deleted enrollments will no longer be added to targeted conversations.

    Only parents with pending or active enrollments and active TUIO accounts are included.

  • Product Price Display Update:

    The Product Price now appears only on invoices in Discount Fee Mode.

  • Decimal Input Fix for Discount Mode Pricing:

    Fixed an issue where any number of decimals could be entered into Price fields in discount-mode invoices or payments.

Need Help?

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