Aeries Financials
Documentation of the Aeries Financials system that customers can use to manage billing and payments.
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...
Mon, Nov 25, 2019 at 8:59 AM
This article explains the security areas and permissions used by the Aeries Financials system. The Aeries Financials system uses the following security ...
Mon, Nov 25, 2019 at 9:08 AM
This article explains how to enable Livingtree integration in Aeries. Note: Livingtree integration requires an API key from Livingtree that is unique to...
Fri, May 8, 2020 at 12:06 PM
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...
Wed, Sep 18, 2019 at 11:09 AM
This article explains how the Aeries Financials system is integrated into the Student Portal. Portal Homepage / Student Profile If a Parent or Student ...
Tue, Nov 26, 2019 at 9:25 AM
This article explains how to configure the scheduled process to submit automatic payments to Livingtree (formerly Edbacker) and import payments from Livingt...
Thu, Dec 19, 2019 at 4:08 PM
This article explains how to use the Financial Transactions page in Aeries to view and manage a student's financial transactions. Users with approp...
Wed, Sep 18, 2019 at 10:35 AM
Part of the Aeries Financials system is the ability to create student payment portals on the LivingTree (Formerly Edbacker) fundraising platform. This enabl...
Tue, Nov 26, 2019 at 9:33 AM
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
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
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
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
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
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
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
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
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 (beta) (formerly Digital Store Manager) provides the ability to manage items and offerings for your Portal Users. Once individual items...
Wed, Mar 25, 2020 at 12:01 PM