This article explains how the Aeries Financials system is integrated into the Student Portal.
Portal Homepage / Student Profile
If a Parent or Student account has Read permission to the Financial Transactions Summary (FTS) security area, the Financial Information section will display on the Portal homepage and on the Student Profile page.
This section displays the Next Payment Date, Next Amount Due, and Remaining Balance for the student. Also, based on the Enable Campaign URL and Enable Billing Gate URL options from the School Options page, those links may display in this section, as well, but only if the student already has an Edbacker payment portal created.
Clicking the View Payment Portal link will open the student's Livingtree payment portal in a new browser tab, where details can be viewed, and funds can be donated. Clicking the Setup Autopay link will open the student's Livingtree payment gateway in a new browser tab, where a payment method can be established for automatic payments.
If the account also has Read permission to the Financial Transaction Details (FTD) security area, this section will display a list of the five (5) most recent transactions for the student.
Financial Information Page
Clicking the header of the Financial Information section will open the full Financial Information page for parents and students.
The Financial Information page offers parents and students a more complete view of the student's Aeries Financials data. The Summary section at the top displays the Next Payment Date, Next Amount Due, and Remaining Balance for the student. Also, if the Enable Campaign URL option is enabled on the School Options page, the Target Date and Payment Portal Total from LivingTree will display in this section, but only if the student already has an LivingTree payment portal created.
The View Payment Portal button can be used to access the LivingTree Portal if the function has been setup in School Options and the student has activated the portal
The View Payment Schedule button can be used to display a payment schedule that was setup under Financial Transactions in AeriesWeb.
The Transactions section displays the full list of transactions for this student, but only if the parent or student has Read permission to the Financial Transaction Details (FTD) security area.