Table of Contents
What data transfers from V2 to V3?
All V2 data transfers directly to V3, and will be reflected in the student's billing profiles as well as in reports.
What will V2 data look like in V3?
Bill Plans: All V2 bill plans (statement schedules) will be updated to V3 bill plans. Instead of sending statements in V2, we will send invoices with V3
Charges: All off-cycle (one-time) charges that were created together (same post date, due date) will be bundled into a single invoice. All non-off cycle (billing plan) charges grouped by statement (same post date, due date) will be bundled into a single invoice. One time charges will never be bundled in the same invoice with bill plan charges.
Payments & Credits: Payments and credits will be applied to the oldest open charges/invoice(s) preceding it first.
Refunds: Refunds will be tied to the original payment method.
Unposted, One-Time Charges: Any unposted, one-time charges that were meant to go on the next statement will go out with the next invoice.
Unposted, Bill Plan Charges: Any unposted bill plan charges that were meant to go out as a statement will go out as an invoice. We will carry over any changes that were made to just that invoice.
Reports: All V2 reports are exactly the same in V3, with the same data and the same level of granularity. We did add a NEW Invoice Report, which will show all invoices that have been posted; the status of those invoices; and original amount and the current balance. We will be gradually adding new reports over the next few months.
How do admins access historical billing data from V2 in V3?
As stated above, all V2 data transfers directly to V3, and will be reflected in the student's billing profiles as well as in reports.
Please see the Student Transaction Summary article for steps on exporting student transaction data over a given period, or see the Billing Transactions Report article for more comprehensive information about all of the transactions that have been recorded on the program's ledger during a specified date range
How do parents access historical payments from V2 for tax and/or reimbursement purposes in V3?
To access payment information on the web or in the app:
Navigate to the Payments tab
Confirm the Accounts tab is open
TIP: This tab should open by default
Click on a child’s name
Locate and click the Payments & Credits tab
Under the Transaction type field, remove 'Credit' to narrow down the data to only payments (if desired)
Click the grey Export button
Select a date range
Click Export, and a summary will be sent to your email address
Click Download in the displayed pop-up to download the report immediately as a PDF
Use the Total Payments tile at the top of the exported report to determine the payments made in the selected date range
Please Note: If you have multiple children, repeat these steps for each child.