The following features and enhancements will be available on April 30, 2026.
New Features & Enhancements
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Scheduled Reports Supports SFTP File Delivery
Scheduled report delivery now supports SFTP (Secure File Transfer Protocol) alongside the existing FTP option. SFTP supports end-to-end encryption for all report transfers. Configure an SFTP server as your delivery destination when setting up or editing a scheduled report. Learn more.
Minor Enhancements and Miscellaneous Fixes
Resolved an issue causing an error when existing families attempted to register while the Driver License State field was set to required.
The Future Billings Detail Excel report now includes date validation on filters, preventing invalid date entries and reducing export errors.
The A/R Aging Report has been replaced with a faster, snapshot-based view for improved performance and consistency.
A new TE Settlement/Allocation Snapshot report is now available, providing a point-in-time view of settlement and allocation data.
The Allocation import and Reconciliation import now both support .xlsx files, making it easier to upload data directly from Excel.
Administrators can now view and update the SMTP user where applicable.