Changelog
Follow up on the latest improvements and updates.
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ACH Verification | Invoice Account Report Improvements | Defects and Maintenance
ACH Verification
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:
- If the bank information is valid, nothing changes for users.
- If the information is invalid (e.g., incorrect routing or account number), users will see an error message immediately and can correct it before submitting.
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.
Invoice Account Report Improvements
We updated the Invoice Account Report for all schools with several quality-of-life improvements to make the report easier to use and manipulate:
- Date column will now be filled in for every row, rather than just the first cell.
- Replaced the TADS Student ID with the more visible and universal TADS Suite ID for better identification and reconciliation of students.
- Added a column to hold a school's unique External IDs to more easily identify students, particularly when comparing the report with external data.
Screenshot highlighting the impacted areas of the report:
Defects and Maintenance
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.
GL Account Setup Tracking | Defects and Maintenance
GL Account Setup Tracking
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.
- This update impacts schools using the TADS-QuickBooks Online integration, as well as those who make manual journal entries with our General Ledger Activity Report.
- We added a column on the Billing > Items page to show the current GL Account that each charge and credit is mapped to.
- If an item is not currently mapped, this will be indicated on the page as "Map to GL". A hyperlink will be provided to the applicable page where this can be corrected.
- This change should make it easier for admins to identify unmapped charges, as well as quickly review their mapping for all charges or all credits.
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.
Defects and Maintenance
- Resolved a display issue that prevented school name, location, and TADS ID from appearing for some school administrators.
- Fixed an issue that was preventing some users from using Multi-Factor Authentication (MFA) when logging into their account.
- Updated physical address in several locations that still referenced an old mailing address.
Navigation Updates | Defects and Maintenance
Parent/Guardian Navigation Updates
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:
Key details to note:
- Financial Aid will always have a tile on the home page to start an application, because Financial Aid applications can be started for new schools at any time without requiring a setup code to access it.
- Admissions will have a broader definition of ‘relevant’ for the user than other modules. Even if the user does not currently have an admissions application, they will still see the Admissions tab if they have any associations to a school (e.g., a previous or pending student enrollment) that has any year currently accepting admissions applications in TADS. This is to ensure that the user can easily apply for new siblings / additional students at their existing schools.
- Billing will always present the user with an option on their Home page to add a new billing account. This is to ensure that additional household members or 3rd party payers who may have received a setup code from the current account holder can still add the account to make payments. As an example, if both parents have separate logins, one may need to add the billing account after the other creates it. The process to add an account is unchanged, so they will need to get the account’s setup code from the school or from the existing account holder.
- Billing side bar navigation will only appear if the user has an existing TADS billing account.
- TADS Enrollment, Agreements, Required Documents, and Required Forms will only appear if the user has existing forms/documents within each of these modules.
Defects and Maintenance:
- Fixed an issue that caused incorrect date sorting on the Mass Processing batch history reports.
- Fixed an issue that caused Enrollment > Students list to not show any students for District Owner entities following the Enrollment Custom Contracts release.
- Updated the Create Account page to show the school logo when a parent uses a setup code to create a new user account. This should apply to ALL parent/guardian accounts created for Admissions, Enrollment, and Tuition Management. Financial Aid allows creating a login without a setup code, so in these cases the user will still see the TADS logo on the Create Account page, instead of a school logo. If the setup code being used to create the account is for a school that does not have a logo saved in TADS, then the user will continue to see the TADS logo on this page.
- Updated Financial Aid Applications in Progress Sheet and PAF6 for the 2026-27 school year.
We are excited to reveal a new user experience in TADS for school administrators as well as parents/guardians! Released today:
- School Administratorswill see improved styling on all pages as we aim for consistency across our platform. This is a purely cosmetic change and should not impact functionality on any pages.
- Parents/Guardianswill see a completely refreshed Admissions Application when applying to a school, complete with a progress bar, fewer clicks, and an improved UI experience. For a preview of the new process, click here or read our release notes further below!
School Administrators
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:
Parent Experience
Admissions Application Overhaul
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.
Admissions Application Updates
The following details how the application experience has changed:
- We’ve added a progress bar across all pages of the application, giving users an indication of where they are in the process.
- The Applications page has been updated to give more clarity on various functions like the PDF download and viewing the details of completed applications.
- School selection has been updated with better defaulting behavior for applying siblings to a school. School links to the application are unchanged and will continue to bypass this step.
- Student selection is largely unchanged but follows the new styling standards
- The Student Information section has been heavily updated, consolidating the supplemental questions into one page, adding collapsible sections, section completion indicators in the section headings, and clearer validation for required fields.
- Household pages have been cleaned up with a clearer and more intuitive interface, fewer clicks to add and review household information, and fewer page loads with the supplemental section consolidated onto the household page.
- The Supplemental Questions page has been updated with collapsible section headings for each question group, offering more manageable, less daunting feel for schools with lengthy applications.
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.
Mass Processing Batch Names
Users can now assign a name to mass processing batches. This includes both Mass Billing and Mass Crediting and is available for Billing Accounts as well as Agreements. The goal of this change is to allow for easier identification when reviewing old mass processing batches. Previously, users would generally need to click into each batch to see which charges were added as there was no clear identifier for prior batches and which charges and credits they added.
Additional Notes:
- When using your browser to manually select students and process a batch, the batch name must be typed in using your keyboard.
- When importing a spreadsheet to process a batch, the batch name will be automatically filled in using the file name of the uploaded file. It can still be edited after auto-filling, as needed.
- Within the Mass Processing Summary Reports (the historical reports that allow for reviewing previously run batches), the BatchID column will be replaced with the new Batch Name. The BatchID was not a useful identifier for users, so the batch name will allow for clear identification.
Note
: Previously processed batches will not
pull in the file name as the batch name. This change will only apply to new batches added after this release.Customizable Enrollment Contracts
We are excited to announce new functionality related to Enrollment Contracts! This update allows school administrators to configure multiple sets of terms and conditions and assign each set to specific groups of students. Once assigned, the contract would appear at the end of the student's enrollment process. Many use cases are possible; some ideas include custom contracts for new students, faculty/staff members, preschoolers, or families accepting financial aid.
There are 5 basic steps to enable and use this feature:
- TADS must enable the feature for your school.
- You will then have access to a new Contracting tab where multiple ‘Contract Templates’ can be created and customized.
- Enrollment Deposits/Fees can be assigned to charge either with all enrollment forms (with the standard TADS filters for student groups, grades, new/returning) OR to specific contracts.
- Once templates are created, you will assign a template to each student. This can be done in bulk for multiple students at once.
- Once set, each student’s parent/guardian will complete enrollment as normal, with the assigned contract text appearing for them to sign at the end of the process.
For more details, please see this support guide!
New Billing Statement Report
We've added a new school-branded Billing Statement Report! This can be found on each family's billing account under their “Reports” tab and is available to both School Administrators and Household Users as long as they already have permissions to view the account.
- Offers a clear summary of the account’s total charges, credits, and payments. Also includes the account's current balance at the bottom.
- Includes the school logo in the top left corner, and school name and year in the top right for clear visual cues.
- Includes the date that the report was run, as it is intended to serve as a point-in-time record to be downloaded or shared with a family.
Report Example:
Google Single Sign-On | Maintenance and Bug Fixes
Google Single Sign-On
We have added the option to sign into TADS using your Google account. Users must have an existing TADS account and must link their Google account to their TADS account. This functionality is available to all user types (school administrators and parents/guardians).
- Linking accounts can be done by clicking the Google SSO button on the home page, logging into or selecting your preferred Google account, and then logging in with your TADS login credentials.
- Alternatively, if already signed in, you can link a Google account from your My Account page.
- Multi-Factor Authentication controls remain in place. If setup on your TADS account, you will need to pass the MFA check during the initial account linking process. If setup on your Google account, you will need to pass the MFA check as normal when you login to your Google account in your browser.
- TADS login sessions will still log users out if idle for the allotted time, regardless of whether the user logged in using their TADS credentials or Google SSO.
Maintenance and Bug Fixes
- Fixed an issue that caused some students to be incorrectly omitted from the Forms Assignment page. Students should now correctly appear based on the selected filters on the page.
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Ravenna Admit
Ravenna Enroll
VenturEd Solutions 2025 Summer Learning Series
VenturEd 2025 Summer Learning Series
Free Online Training | July–August 2025
VenturEd Solutions is offering a
free virtual learning series
for K–12 private and independent schools. These one-hour sessions are designed to help school leaders and administrators sharpen their skills in:- Admissions & Enrollment
- Financial Aid & Contracts
- Billing & CampusPay Forms
- Family Engagement & Communication
Each session includes:
- Real-use scenarios
- Quick tips
- Live Q&A
- Downloadable guides and checklists
Key Dates & Topics:
- July 8: Admissions & Enrollment Best Practices
- July 9: CampusPay Forms & Billing
- July 15–16: Ravenna Workflows & Reporting
- July 22: Financial Aid Review with SSS & TaxStatus
- July 31: Creating a Standout Parent Experience
- August 7: Educate SIS Essentials for New Admins
Who Can Attend?
Open to all current partner schools using Ravenna®, TADS®, SSS®, CampusPay®, and Educate® SIS.
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Registration
- Sessions are free to attend.
- Visit the official page to register and view the full calendar:
- You can also visit the Official site
Charge Item Editing Performance Enhancements | TADS Classic Financial Aid Link Updates | TADS-Educate Integration Improvements
Charge Item Editing Performance Enhancements
Fixed an issue that caused slowness and timeouts when editing charge items from the Billing Items list. The Edit page should now load quickly and consistently for all users.
TADS Classic Financial Aid Link Updates
Updated the Financial Aid survey link in the confirmation email to use the correct URL for the new survey.
Removed an outdated "contact us" link on the Financial Aid Start Application page. This was previously linking to the Help Center page, which was not as useful. Our support team's contact information is available in the page footer for families to find.
TADS-Educate Integration Improvements
Updated TADS to better handle student merges from Educate. We've updated the integration to properly maintain the mapping between one of the existing students in TADS and newly-merged student in Educate.
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