GEGI Student Management System (version 2026.03)


Accounting:

  • Balance Due Calculation: The page now supports draft and populated document versions — drafts can be edited, deleted, or finalized into a populated version, while the PDF is only generated from the populated version.
  • Financial Reports: Added the "Stage of Pipeline in Group in Period" filter to "Student Balance Summary", "AR Aging Summary," and "Student Balance Detail" reports. The filter allows grouping by the enrollment stage (e.g., Dropped) within a selected date range. Renamed "Customer" to "Student" across report titles, permissions, and all related interface elements.
  • Financial Reports: Added the "Show All Groups Data" filter to the "Aging Summary Billing", "AR Aging Summary", "AR Table", "Student Balance Summary", "Student Balance Summary Billing," and "Deferred Revenue" reports. When unchecked (default), reports display only groups matching the applied filters; when checked, all student groups are shown regardless of filters.
  • Revenue: Streamlined manual revenue adjustment handling — related accruals are now updated and reflected in the "Revenue Report" instantly upon adding, editing, or deleting an adjustment.


Admin Reports:

  • Programs: Added the "Nevada Reports" section to program settings, allowing programs to be flagged for inclusion in Nevada state reporting.


Education: 

  • Withdrawal Worksheet: The "Hours Scheduled as of LDA", "Hours Absent as of LDA", and "Actual Hours Completed" fields are now automatically set to 0.00 and become read-only for the credit granted courses. If the status changes from "CG," the hour fields are recalculated based on the scheduled class hours up to the LDA date.


Enrollment:

  • CourseKey Integration: Improved enrollment accuracy during synchronization by excluding students from courses they have already completed in their previous group, unless the course has a "Tuition Repeat" charge.
  • CourseKey Integration: Updated attendance synchronization to process only students in active pipeline stages (ENROLLING/ENROLLED, ENROLLED Late Start, ACTIVE Pending, ACTIVE).
  • Leads & Students: Renamed the "Hide Irrelevant Groups" filter to "Show All Groups Data." The filter is disabled by default.


Financial Aid:

  • FA Plan: Updated the Direct Loan rounding for credit-based quarter programs to the "up-up-down" pattern.
  • Financial Aid History Requests: Added the automatic email notification to the requesting user when NSLDS returns errors or warnings in a Financial Aid History response.
  • ISIRs: Updated the "FISAP Program Summary" and "Student Eligible for FISAP" presets with a corrected "Show transactions" default filter and fixed totals consistency across report versions.
  • Originate and Disburse: Added the automatic calculation of "College Grade Level" for levels 0 and 1 when creating Direct Loan origination records.
  • Originate and Disburse: Updated the disbursement date calculation for disbursements updated after the FA Plan population — the date is now set based on the configured disbursement schedule instead of the FA Plan start date.
  • Originate and Disburse: Updated the Pell origination logic to use the same "Award ID" for all records within an award year — COD requires a single "Award ID" per student per award year, with "School Sequence #" distinguishing payments across groups.


Reporting System:

  • DFPI — California Residents Annual: Improved the data selection logic to filter students by their start date per enrollment group rather than full enrollment history. Added a new "PA in Reporting Year" column, while the "Total Amount of PA", "Number of Payments", "PA First Payment Date," and "PA Last Payment Date" fields now reflect the full payment agreement period. Excluded voided bills from the payment count.
  • IPEDS Reports: Added the "Fall Enrollment (EF) Report" (parts A–E) to the Reporting System.
  • IPEDS Reports: Added the transfer counting rules for "IPEDS Fall Enrollment" report implementation — students transferred within the same campus and reporting period are reported once based on their final group; students transferred to a different campus or a different reporting period are counted twice.
  • Students Grading Report: Added the three attendance columns — Outstanding Absence ("A"), Made Up Absence ("PM"), and Tardies ("L") — each displaying the total count of that attendance code per student in the course.


Student Folders:

  • E-Sign Templates: Added the new field types to the DocuSeal Template editor (number, multiple checkboxes, radio, select).


We continuously work on bug fixes and performance improvements. The information about such fixes and improvements is usually not included in the release notes. If you encounter a bug or performance issue that prevents you from working or makes your work difficult, please contact us to ensure we know about it.

The release process and the rules of enabling new features are described in the following article: GEGI Release Process.