Dear Gary,
Whether you are an existing ePayTrak 4.0 user, or have
been considering an ePayTrak implementation for your
organization, we think you will find the enclosed
information useful AND exciting! We have
made improvements to ePayTrak during the past month, and
just wanted to give you a brief overview of some of the
more popular new additions.
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Recent ePayTrak Upgrades & Improvements |
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ePayTrak Launches Billing and Fee Management Module
- ePayTrak
has recently launched a major new upgrade that includes
a complete fee management system. Schools now have the
ability to generate fees by district, grade, school, or
individual student ID. Schools can keep a running
balance of amounts due, send out mail and e-mail
statements, manage aging and accounts receivable, and
much, much more. Parents can log into their
ePayTrak account and see balances and history including
all payments for their students, then easily pay any
outstanding balances with a few simple clicks. New
reports have been added to complement that functionality
including a full suite of aging reports, invoices and
statements. We will soon present a Webinar of the new
functionality to anyone who is interested in
implementing this in their school. Stay
tuned for further details! Many thanks to the Franklin
Public Schools for their help in the development of this
exciting new upgrade!
- The
Admin Help files have been updated to include all
improvements made to ePayTrak. To locate the Help Files
go to Help>Online Support.
- You can
now export your products/classes in an Excel or .csv
format if you wish to create a Class catalog.
If you need specific reports that you don't see in
ePayTrak, or would like to see additions to existing
reports, please forward your request to
techsupport@edutrak.com and will do our best to
accommodate you! |
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ePayTrak Tips |
- Need to collect important information during a
registration? A Product Template can give you great
flexibility gathering that data, and the corresponding
Forms Report will display all of your captured
information (and it's easily exportable to Excel!).
- Do you need to create a large number of products or
classes in ePayTrak? There is an Import Product option
under Configure>Imports/Exports/Product Import that can
be a huge time saver for those schools with a large list
of classes or products to enter. Rather than entering
the data directly into ePayTrak, you can configure it in
an Excel spreadsheet and import the whole list at once!
If you need assistance with this functionality, contact
ePayTrak Tech Support.
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let us know. If you know someone who didn't receive
this newsletter, you can join by clicking on the 'join
our mailing list' link in this newsletter, or by
contacting us.
Sincerely,
Gary Borthwick
APT-Edutrak
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