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 Payment Portal link will open the student's Edbacker payment portal in a new browser tab, where details can be viewed, and funds can be donated. Clicking the Setup Payment Gateway link will open the student's Edbacker 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 URLĀ option is enabled on the School Options page, the Target Date and Payment Portal Total from Edbacker will display in this section, but only if the student already has an Edbacker payment portal created.


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.