This folder contains 19 articles

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, May 8, 2024 at 11:20 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 ...

Wed, Mar 13, 2024 at 3:37 PM

Livingtree Integration Setup
This article explains how to enable Livingtree integration in Aeries. Note: Livingtree integration requires an API key from Livingtree that is unique to...

Wed, May 8, 2024 at 11:21 AM

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 usin...

Wed, May 8, 2024 at 11:28 AM

Aeries Financials - Portal Integration
This article explains how the Aeries Financials system is integrated into the Student Portal. Portal Homepage / Student Profile If a Parent or Student ...

Thu, Aug 17, 2023 at 4:30 PM

Financials Scheduled Process Setup
Scheduled Process Configuration Settings   Treat Student as Adult   Auto Pay Settings   Payment Reminders   Late Fee Settings   Overview  This arti...

Tue, Jul 22, 2025 at 3:24 PM

Manage a Student's Financial Transactions
Transactions   Add a Fee   Add a Payment   Balance Adjustments   Edit a Transaction   Delete a Fee   Remaining Balance   Payment Details   Import Co...

Tue, Jul 15, 2025 at 1:49 PM

Livingtree Payment Portal for Students
Initialize Payment Portal   Payment Portal Information   Auto Pay   Submit Payment   Overview Part of the Aeries Financials system is the ability to...

Mon, Jul 14, 2025 at 11:44 AM

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 ...

Thu, Aug 17, 2023 at 1:36 PM

Imports Fees to Financial
This article explains how to use the Import Fees to Financial page in Aeries to import existing Fees and Fines data into the Aeries Financials system. U...

Fri, Aug 17, 2018 at 5:25 PM