We improved the new Charge Editing functionality recently introduced on billing accounts:

We updated the “Start New Admissions Application” card on the household user dashboard, so users without an existing school to which they can start an application will now have a notice to contact their school for more information on their admissions process, rather than a link to start a new application. This update should reduce ambiguity on the dashboard and better direct parent users to action items relevant to their school.

In the above image, you can see the two possible cards:

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Check out this great new feature! School Administrators with the Billing role can now generate payment links from billing accounts. When generating a link, the user will input an email address to which the link will be delivered. The link allows users to make online payments to the specific TADS billing account from which the link was generated and does NOT require a TADS login to submit the payment.

To learn more, read below or check out our support article on Secure Payment Links!

Links can be set to expire after 1 hour, 24 hours, or 72 hours. Once expired, the link will no longer be accessible to any user. Links can also be manually cancelled while still active and will automatically cancel if the account is deactivated. Links are one-time use and will expire once used. Payment methods allowed with the links will match the online payment option on the account from which the link was generated. When generating the link, users can optionally suggest a payment amount, which will appear as the default selection for payment amount when users access the link. This way, we can offer payment amount suggestions that do not contain sensitive account information about current balances.

The payments tab of the billing account contains an overview table for all links generated on that billing account, along with logging for who generated the link, IP address each time the link is accessed, when and why the link expired, and IP address that submitted the link when payments are made.

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Following our modernized redesign of TADS Admissions last year, we continue our improvements to the parent/guardian user experience for TADS Enrollment.

https://venturedsolutions.navattic.com/yji0lsx

As with Admissions, the Enrollment update features a new progress bar and collapsible section headings for a clearer, less daunting experience, particularly for schools with lengthier enrollment processes. We have also consolidated pages to reduce clicks and page loads for quicker, easier completion. All Supplemental Question sections have been moved from their own page into collapsible sections within their base pages. For example, “Student Supplemental Questions” will now appear as a collapsible section on the “Student” page of the form.

Impacted pages:

The and sections have been combined into a single page, called . This new combined page removes duplication of effort, allowing users to quickly add contacts and mark them as a Grandparent, Emergency Contact, or both. The new Contacts page will appear when either the Grandparents or Emergency Contacts section are enabled, and required information will depend on which contact type(s) are selected.

Also mirroring last year's Admissions updates, the sections at the end of Enrollment have been consolidated into a single submission page for enrollment charges, terms and conditions, billing account selection/creation, payment method selection, and payment account information entry. This offers a simpler, faster checkout with less room for error.

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School Administrators with the Billing role will now have the option to edit school charges on billing accounts without needing to remove and re-add them!

This new feature can be found by clicking the 'Edit' icon under the Charges tab ‘Summary View’ of any TADS billing account. Clicking this icon will open a new page where the user can add, edit, and remove the charge on any invoice on the account.

Notes:

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Supplemental Questions configured for TADS Admissions can now be set to a “Document Upload” format. This question format will be associated to an Admissions Document Requirement and can be set as either required or optional.

This new Document Upload option will appear like any other supplemental question during the parent/guardian completion of the Admissions Application, but instead of being asked to respond to a question, the user will be asked to upload a file to fulfill the document requirement. If the question is required, the user must upload a file in order to proceed with the application. If the user is resuming an application and has previously uploaded a document, they will not be required to upload additional documents in order to complete the application.

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The TADS Home page for household users has been refreshed! Rather than the previous open‑ended module cards, Parents/Guardians will now see an action‑focused dashboard that clearly highlights any tasks requiring their attention.

Here is a where you can see the old Home page (left) compared to the new Dashboard (right).

Click here for a quick demonstration!

The and section will highlight any accounts the user has in TADS with any outstanding balance. Invoice due dates will be specifically listed unless there are multiple past-due invoices, as in the example above. If there is no past-due balance, the due date and balance of the next-due invoice will be listed instead.

For the section, we will show action prompts with a button to quickly navigate to the page requiring action (including Admissions Applications, Enrollments, Tuition Agreements, Ad Hoc Forms, and Document Requirements). Some of these modules may also appear with a “Coming Soon” status indicated if we are confident that the student will eventually have action required in that module but isn’t able to do so currently. An example would be a Streamlined Enrollment school where the student has not yet completed enrollment; in this case, Enrollment will appear with the link to complete the enrollment form while the “Agreement” bar will show the status “Coming Soon” (since the system requires that the enrollment step be completed before the family can access the agreement).

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We’ve restored several lesser‑used Admissions features that were not included in the initial rollout of the updated user experience in late 2025. We’ve also resolved a number of remaining defects.

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Starting with our December release, we are excited to share that TADS will begin validating bank account details (Account Type, Routing Number, and Account Number) when entered on payment pages across Admissions, Enrollment, Tuition Management, and Financial Aid.

User Notes:

ACH Verification will prevent payments from failing due to incorrect account details. It will also reduce delays and fees for families and schools by catching errors upfront.

We updated the Invoice Account Report for all schools with several quality-of-life improvements to make the report easier to use and manipulate:

Screenshot highlighting the impacted areas of the report:

Fixed an issue with Mass Billing that could cause batches to fail to bill to all accounts when using the option to spread charges over multiple invoices.

Fixed an issue with the updated Admissions Application that could cause terms and conditions and parent signatures to fail to properly save to the application.

Fixed an issue with the updated Admissions Application that was causing Student Override amounts on application fees to fail to properly update the amount due for families submitting applications.

Fixed an issue with the updated Admissions Application that could cause conditional supplemental questions in the Parent/Guardian section to fail to properly appear for families completing applications.

Schools can now quickly check charge and credit item GL settings, making it simple to identify whether items are mapped to a General Ledger account.

Charge examples with mapped and unmapped items:

Credit examples with mapped and unmapped items:

If your school is interested in using the QuickBooks integration or General Ledger Activity Report, let us know. We can provide more details on how it can be setup for you.

We’ve updated the side bar navigation and home page navigation tiles for parent/guardian users to hide items that are not relevant to that user. For example, if a user does not have any current or past Required Documents, they will not see a Required Documents tab on the left side bar or a Required Documents tile on their Home page.

No pages have had permissions changes, so users are still able to directly access module home pages via URL/bookmark. The main goal is to reduce confusion for new users, or users at schools that only use one or two TADS modules, and to keep their experience more clear and focused.

New view:

Previous view:

We are excited to reveal a new user experience in TADS for school administrators as well as parents/guardians! Released today:

For school administrators, we have added basic styling - such as header sizes, fonts, table formats, L-bar - across the entire site, for all users. These are broad, programmatic updates to establish a common design standard across all pages.

Here is a sample of the updated design for school administrators:

Our update to TADS Admissions completely overhauls the process for household users completing the Admissions Application. Parents/Guardians filling out the application will now have a more modern, consistent, and intuitive application experience. We'll be releasing overhauls of our other TADS modules over the coming months as well.

The following details how the application experience has changed:

The payment pages have been heavily updated, consolidating three different pages (the billing account information/terms and conditions page, the payment information page, and the final review page) into one page to reduce clicks and page loads. As with other pages, each section on the page has a collapsible heading.