Aeries Financials

Documentation of the Aeries Financials system that customers can use to manage billing and payments.

Introduction to Aeries Financials
Aeries Web Version now has an integrated Financials system that allows schools and districts to manage billing and payment of tuition and other fees charged...
Wed, Jun 20, 2018 at 10:51 AM
Security for Aeries Financials
This article explains the security areas and permissions used by the Aeries Financials system. The Aeries Financials system uses the following security ...
Fri, Jan 19, 2018 at 2:54 PM
Edbacker Integration Setup
This article explains how to enable Edbacker integration in Aeries. Note: Edbacker integration requires an API key from Edbacker that is unique to each ...
Fri, Jan 19, 2018 at 2:54 PM
Aeries Financials - Accounting Codes
Accounting Code Setup It is likely that the same types of fees will be charged to students over and over. To make this easier, you can create codes using t...
Thu, Jun 21, 2018 at 8:24 AM
Aeries Financials - Portal Integration
This article explains how the Aeries Financials system is integrated into the Student Portal. If a Parent or Student account has Read permission to the ...
Fri, Jan 19, 2018 at 2:54 PM
Edbacker Scheduled Process Setup
This article explains how to configure the scheduled process to submit automatic payments to Edbacker and import payments from Edbacker into Aeries as part ...
Fri, Apr 27, 2018 at 2:00 PM
Manage a Student's Financial Transactions
This article explains how to use the Financial Transactions page in Aeries to view and manage a student's financial transactions. Users with approp...
Thu, Jun 21, 2018 at 9:01 AM
Edbacker Payment Portal for Students
Part of the Aeries Financials system is the ability to create student payment portals on the Edbacker fundraising platform. This enables students and/or par...
Fri, Apr 27, 2018 at 2:10 PM
Mass Add Financial Transactions
This article explains how to use the Mass Add Financial Transactions page in Aeries to add a fee transaction for many students at once. Users must have ...
Fri, Jan 19, 2018 at 2:54 PM
Financial Arrears Report
The Financial Arrears Report will print a list of scheduled payments that are past due (i.e., in arrears). Running this report requires the user to have Rea...
Fri, May 4, 2018 at 4:49 PM
Financial Payment Listing Report
The Financial Payment Listing Report will print a list of all payments that have been made in the Aeries Financials system for a certain date range. Runnin...
Fri, May 4, 2018 at 4:49 PM
Financial Statement Report
The Financial Statement Report will generate a statement of each student's transactions in the Aeries Financials system, as well as information on the ...
Wed, May 16, 2018 at 8:37 AM
Financial Transaction History Report
The Financial Transaction History Report will generate a list of all transactions in the Aeries Financials system by student.  Running this report requires ...
Thu, Jun 21, 2018 at 8:45 AM
Financial Transactions by Date Report
The Financial Transactions by Date Report will print information about all transactions in the Aeries Financials system that occurred in a specified date ra...
Fri, May 18, 2018 at 3:47 PM