🆕TUIO 3.27.0 – What’s New

🏫 Organization Experience

• Receipt Report Enhancements

  • Donation-Style Receipts for Enrollment Invoices:

    Enrollment invoices can now be presented using the donation-style formatted receipt, combining fields from both Report Settings and Organization › Donation Settings.

  • New Receipt Format Field:

    When creating a Receipt Report, administrators can choose the Format using a dropdown.

    • The default remains the existing Tax Receipt format.

    • All existing reports remain tax receipts.

    • Once at least one receipt has been generated, the report’s format can no longer be changed.

  • Receipt ID Visibility:

    • All receipt formats now display the unique receipt ID.

    • The ID is also shown on the Receipts page (not searchable).

  • Improved PDF Filenames:

    Filenames for individual, zipped, and consolidated PDF downloads now include:

    • Student name

    • Report ID

    • Report name (when applicable)

  • Parent Hyperlinking:

    Parents listed on the Receipts page are now clickable links that take administrators directly to the parent profile.

  • Sample Receipt Improvements:

    Sample receipt PDFs now include dummy addresses and dummy receipt IDs for easier previewing.

• Receipt Amount Adjustments — Percentage of Original

  • A new method allows adjusting receipt amounts based on a percentage of the original Paid Amount.

    • The percentage can range from 0% to 100%.

  • Data validation for all adjustment methods has been strengthened to prevent invalid values.

• Cash Invoice Date Logic Updates

  • Cash invoice Paid Date and Transaction Completed Date are now linked.

  • The Create Date for cash transactions continues to reflect the date the transaction is recorded in TUIO.

  • This aligns all cash handling with the updated logic used throughout the system.

• Correct GL Account Display:

  Fixed an issue where organization-level GL accounts appeared when editing payment plan payments, instead of program-specific GL accounts.

• Parent Fees After Credit Refunds:

  Fixed issues where parent fees were not recalculating correctly after refunding invoices that were fully paid by credit.

• Partial Credit Recalculation Fix:

  Resolved inconsistencies where parent fees were calculated incorrectly after applying partial payment credits.

• Typo Fixes:

  Cleaned up text in the Mark as Paid dialog for credit payments.

• Finance Dashboard Accuracy:

  Fixed a display issue where users with multiple roles saw incorrect incremental amounts on the Finance dashboard.

• Invoice Due Date Safeguard:

  Upcoming invoice due dates will no longer be recalculated automatically if the invoice was manually edited prior to its issue date.

• Conversation Permission Fix:

  Corrected an issue that caused access denied errors for some users trying to start conversations.

• Payment Plan Duplicate Display Fix:

  Fixed a display issue where manually adding payments to a payment plan appeared to create duplicate entries (visual only, not actual duplicates).

---

Need Help?

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