This folder contains 19 articles

Aeries Financials

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

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 n...

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...

Wed, Oct 3, 2018 at 4:32 PM

Import Transactions to Financials
The Import Transactions to Financials page allows for uploading of an Excel (.xlsx) or CSV (.csv) file as a method of mass adding transactions for Aeries Fi...

Wed, Jun 19, 2019 at 3:04 PM

Livingtree Campaign Advertising in Portal
The Livingtree Campaigns page for Aeries Financials customers will empower District/School staff and Teachers to connect to their Livingtree Campaigns by Di...

Fri, Nov 1, 2019 at 6:35 AM

Online Store Manager
Online Store Manager  (formerly Digital Store Manager) provides the ability to manage items and offerings for your Portal Users. Once individual items have ...

Fri, Mar 26, 2021 at 12:25 PM

How to add a payment method - Financials
The application that saves and manages these payment methods is the LivingTree Payment Gateway. Step 1: Access the LivingTree Payment Gateway Parents...

Wed, Jul 31, 2024 at 10:01 AM