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School Point Person Responsibilities
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Transferring School Data for Implementation
Veracross Community Transition
Enhancement Request
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How can clients ensure they can access the support portal?
How can I reset my Support Portal password?
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Veracross University
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FAQs for VU Team Leaders
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2021 Q1 Live VU Sessions
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Onboarding Training
Intro to Veracross
Axiom and CRM
Query Design 1
Query Design 2
Exam: Intro to Veracross
Academics
Academics Orientation
Class Schedules and Rotations
Managing Class Enrollments in Axiom
Student Enrollment Manager
Attendance
Learning Management System
Posting, Locking, and Publishing Grades
Transcripts
Behavior and Comments
Academics Exam
Communication
Communications Orientation
Groups and Distribution Lists
Email Management
Channels
Create a Composer Email
News, Themes, and Templates
Security Roles and User Accounts for Communications
Parent, Student, and Teacher Portals
Calendars and Group Events
Communication Exam
Business: Student Billing
Creating Invoices
Person Charge Items (PCIs)
Splitting Charges
Marking Charges Ready to Invoice
Invoice Charges
Business: Accounts Receivable (AR)
Posting Invoices
Invoice Record Review
Invoice Adjustments & Changes
Invoice Payments
Deposits
Parent Portal
Issuing Refunds
AR Other
Cash Processing
Business: VC Pay
Payments Processing
AutoPay
Business: Development
Development Accounting Adjustments
Development - Accounting Configuration
Business: Accounts Payable
Introduction to Accounts Payable
Accounts Payable Vendors
Accounts Payable Invoice Workflow
Accounts Payable Processes
Business: Purchase Order
Purchase Order
Business: Online Enrollment Integration
Online Enrollment Integration with Student Billing
Business: General Ledger for Student Billing
Introduction to General Ledger
Webinars
Upcoming Webinars
Webinar Recordings by Product Area
Core Foundation
Academics & Student Life
Admissions and Enrollment
Development
Business
Webinar Recordings by Topic
Academics & Logistics
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Axiom
Communications
Development and Online Giving
Event Registration
Function Fields
Portals: Faculty
Portals: General
Portals: Parent
Products and Services
Project Management
Scheduler
School-Year Management
Student Life
VC Pay
Session Recordings
Veracross Connect Europe 2020
Product Roadmap and Strategy Spring 2020
Veracross Connect 2020 Session Recordings
All Webinar Recordings
Veracross Updates
All VC Product Updates
Core Foundation
Academics and Student Life
Admissions and Enrollment
Development
Business
Product Roadmap
Client Digests
Client Data Confidentiality and Privacy
Documentation Articles
Core Foundation
CRM
Data Management & Integrity
Axiom Record Overview
Detail Screen Overview
Adding Files to People in Batch
Attaching Links to Person Records
Deleting Person Information (GDPR-Related)
Deduping Categories
Duplicate Record Management
Managing Related Records in Axiom
Merge Duplicate Records
Person ID Field
Record Action Menus
Transaction (Audit) Log
Going Remote with Veracross: A UNIS Hanoi Case Study
When I’m merging records, should I merge the Household or Person records first?
Why is this data integrity check still appearing, even after I cleared it?
How do I merge adult and child records?
How can I see a history of changes on a record?
Why are some integrity checks not being identified during the nightly scripts?
Are the end dates on Department classification types managed manually or does the system update them automatically?
If I don't merge records on the duplicate record queries, will they remain there forever?
What is the best way to deal with organization duplicates that aren't actually duplicates?
What does the "Inter-Household Donation Soft Credit without Soft Credit Type" integrity check indicate?
What do the numbers and letters signify in the dupe groups listed in the Duplicate Record queries?
Where/how can we store Social Security Numbers in Axiom?
How do I remove a record from the Duplicate list once I see that they are truly not a duplicate?
How do I keep the system from automatically creating relationship records between individuals?
What happens during the nightly scripts?
Is the audit log ever deleted?
How do I merge records when encountering the “cannot merge person records, protected by surviving_record_fk matching person_pk” error message?
Person, Household, and Organization Management
Person, Household, and Organization Management FAQ
Can I run the "Create Alumni or Former Student Households" procedures at any time?
How can I customize Person Salutations on Address Labels for Faculty and Staff?
How is parent hierarchy determined (i.e. parent 1, parent 2, parent 3, and parent 4)?
How can I check to see which person records don't have a photo?
Can I add a new title option to the Title drop-down on a person record?
Where can I view and update the sort order for titles?
Can I send emails to faculty who are also parents using separate email accounts?
How can we keep track of news and media articles published about members of our community?
How do I manage the person and household records in divorce cases?
How do I mark someone as deceased and what happens when I mark them as deceased?
What is the functionality of the ‘Lost Address’ procedure on the household action menu?
Where do the "Do Not Solicit", "Do Not Email", and "Do Not Call" fields live on an organization record?
How do I batch update address information?
Why does the Business Phone continually populate after the field is cleared on a person record?
What is the "Sub" tab on Faculty/Staff person records?
How can I find a list of students who have two households?
What is the Legacy Person ID?
Does the Head of Household designation show up anywhere client-facing?
Is it possible to add new Organization Roles?
What file types can be used for person photos?
Does the "Receives Invoices" flag on a related person record have any functionality? Is that how parents see an invoice in their portal?
How is the Primary Email Address updated on a household record?
How do the nightly scripts determine who is the head of a household?
How do I hide individual relationship types from being viewed on the HPU form?
Where is organizational education information stored on a person record?
How do we designate someone as an alum if they are not a graduate of the school?
Why is the number of resident and non-resident students blank even though the person is a parent of a current student?
Is it possible to add new or edit existing Education Degrees and Education Majors?
Adding Custom Genders and Pronouns
Assigning Child Custody to Guardians
Create New Household For Person Procedure
Creating a Person/Household in Axiom
Custody Statuses
Deceased Persons
Generate Missing Relationships
Number of Children Calculation
Parent 1-4 Definitions and Logic
Parent 1, 2, 3, and 4 Fields on Student Records
Person Reference Numbers
Person Relationships
Process for Managing Divorce
Profile Codes, Person Roles & Person Classifications
Profile Codes, Person Roles & Person Classifications FAQ
Adding School Awards to Person Classifications
All Roles Person Role Field
Alumni Equivalent Profile Code
How to Use Person Classifications
How to Use Profile Codes
Person Role Definitions
Profile Codes vs. Person Classifications
If a person enrolls after the "Start School Year Procedure" has been run, do they automatically get the student role?
When is the Department Classification automatically assigned to a faculty record?
What determines how faculty receive email for a given department?
How do I determine if I can add a new Person Classification?
Why does the Coach role reset during overnight scripts?
When adding a profile code, does the system automatically generate a person classification for it?
How do I add a new faculty type?
How can I indicate a record has a particular profile code without filtering the results to just records with that profile code?
What security role(s) allows users to add person classifications to records?
Can I remove person roles in batch?
What determines a faculty or staff member’s Primary School Level?
Can unused person roles be disabled or removed from drop-down menus?
How/who can add new awards within an award type?
Can we add custom person roles?
People and Salutations
Salutations — Overview
Formal Salutations
Informal Salutations
Addressee Salutations
Dynamic Salutations
Data Importer
Data Importer Overview
How To: Set up Academic Schedules and Rosters Using Import Types
Admission Candidate Import Type
AP Invoices Import Type
Athletic Events Import Type
Athletic Setup via Importer Types
Behavior Import Type
Calendar Events Import Type
Class Attendance Import Type
Class Data Import Type
Class Enrollment Import Type
Class Permissions Import Type
Class Schedule Import Type
Comment Import Type
Contact Information Import Type
Continuing Education Import Type
Course Booklist Import Type
Course Import Type
Course Request Import Type
Department Import Type
Donation Import Type
Entity Event Import Type
Financial Aid Application and Award Amount Import Type
Financial Aid Application Financial Details Import Type (SSS/TADS)
ARCHIVED: Gateway to Prep Import Type
Immunization Import Type
Locker Import Type
Master Attendance Import Type
Numeric Grade Import Type
Parent/Teacher Conferences Import Type
Person Citizenship Import Type
Person Classification Import Type
Person Interest Import Type
Person Language Import Type
Person Organization Import Type
Person Profile Code Import Type
Person Link Import Type
Person Reference Number Import Type
Person Volunteer Hours Import Type
Race Import Type
Resource Import Type
Standardized Test Score Import Types
Subject Import Type
Time Off Balance Import Type
Transfer Grade Transcript Item Import Type
Transportation Import Type
Where can I see a list of the import types available in the Data Importer?
When using the importer to import financial aid details, how does the data appear in Axiom?
When importing Financial Aid details, how does the system determine the school year when matching to an existing or creating a new financial aid application?
Why am I receiving the generic “we’re sorry, but something went wrong.” error message when trying to process a data import?
Where do I find the data after I process a Parent/Teacher Conference import?
How do I enable or disable standardized test import types?
How long are original datasets for imports retained?
User Accounts and Security
User Accounts and Security FAQ
How do I convert an account to a staff account?
How do I create staff/faculty accounts in batch?
Are future faculty/staff automatically updated to faculty/staff when their hire date passes?
How can I remove multiple user accounts at once?
Do the "Create User Accounts" procedures overwrite existing user accounts?
Where can I see and edit username conventions for my constituents?
How do I enter a termination date and remove user accounts for staff/faculty who are not returning?
Why can't a new teacher who is also a parent access the faculty portal?
How do I update a person's security role?
Who can view the 'Communication' tab on a faculty/staff person record?
How can I tell which user account types have AD/LDAP enabled?
How can I give someone update permissions for our portals?
Is there a way to update security roles in batch?
Is it possible to create Veracross accounts for Future Students?
Can I send change password links on a person-by-person basis?
Can files on student records be viewable only by certain people?
Can users change their own username?
Which security roles have access to birth date data?
We have a new staff member at our school. How do I create their user account so that they can access Axiom?
Who is able to create Alumni accounts?
What security role do I need to give someone that needs to assign MFA status for users?
How can I see which area of Veracross a user logged in to?
Why can't faculty members view the results in a Behavior/Comments query?
When is the Parent of Applicant security role removed from a user account?
Does Veracross support Transport Layer Security (TLS) 1.2?
Who can impersonate a user with the SysAdmin security role?
I have the SysAdmin security role, why can't I add a new OAuth application record?
I tried enabling a scheduled job but got an error message about not having the right security role. Who can enable/disable scheduled jobs?
Can we change the text or instructions on the “Reset Your Password” page?
Are usernames updated if someone’s email address changes when {email} is used as the username convention?
What does the User_Account_Admin security role provide access to?
Does Veracross track what IP address is used when logging into the system?
What security roles allow a user to post/lock grades?
Security Role Overview
User Account Management Overview
Creating Future Parent/Student Accounts
Creating User Accounts in Batch
Disabling/Re-Enabling Portal Accounts
Email Domain Security Check
File Security
GDPR Information
Granting Accounting (VCA) Access
How To Impersonate Users
Identity & Access Management Homepage
LDAP/Active Directory Setup
Multi-Factor Authentication (MFA)
Password Expiration Management
Switching to Active Directory (AD)
External Google Accounts
Username Conventions & Account Redirecting
Veracross (VCX) Homepage Access
reCAPTCHA Protection
OAuth Applications and Veracross Overview
Creating an OAuth Application: School Workflow
Creating an OAuth Application: Vendor Workflow
Okta OAuth Setup and Use
School Year Management
School Year Management FAQ
Can I run the "Start School Year" procedure multiple times?
How do I copy athletic teams to the next school year?
Do I have to manually enter the entry date for future students?
How do I add/remove year options from drop-down menus?
What happens if I need to change my schools start date after I have already run the Start School Year procedure?
Do grading periods get recreated for each year once we roll forward the school year?
Do Coaches become Former Coaches when the "Team" has been completed?
How is the Graduation Date field populated?
How does the system handle students who withdraw from a class versus students who withdraw from the school?
I need to adjust the last day of school. What should I do in Axiom?
How do I enable additional Fiscal Years so they can be selected on an annual fund detail record?
Close School Year Considerations
Closing the Admissions Year
Copy Classes for the Next School Year Procedure
Copying Athletic Events for the Next School Year
Creating Alumni and Former Student Households
End of School and Summer Processes
Hiding Student Schedules from the Parent/Student Portal
Launching Faculty, Parent, and Student Portals for Existing Schools
Managing the School Year (Administrative and Academic Tasks)
Reporting on Remote Learning Participation
Rolling Directories Over to the New School Year
Rolling the Portal and Reports Year Forward/Back
Scheduling Reference Date Parameter
Start School Year Procedure
Starting Re-Enrollment for Students
System Parameters
The "Cost" of Switching Grading Periods
The Self-Service Close School Year Procedure
Axiom
Axiom FAQ
How do I change the background image or school logo on the Veracross login page?
Why doesn't the classification list show all classifications as options when uploading a file?
Who can view 'Destination' data in the Data Packages module?
How do I delete workspace folders?
How do I create new file classifications for gifts?
How do I create a new personal workspace for a new user at my school?
Do I need to create a new school-defined group every year?
Can we add banner messages on login pages?
Who has access to the Communications: SMS homepage?
Is there a way to add additional options to the list of search choices on the Axiom Launchpad search?
How do I set up my own query to work with the Launchpad Quick Search?
What is an Audit Log?
Why does the Pronoun field in a query display a value when the field on the record itself displays “No Selection”?
Who can adjust branding configuration settings?
Navigation and Configuration
The Axiom Launchpad
Axiom Launchpad Search
Branded Login Pages
Configuring Banners in Axiom and Portals
Homepages
Communications Homepage
Keyboard Shortcuts in Axiom
Navigating Axiom
Use Child Name Prefix Parameter
Troubleshooting Axiom Speed
Managing Extended Closings in Veracross
Query Design and Results
Query Design and Results FAQ
Why doesn't the student group query sort properly?
How do I format the "TODAY" field in a query?
How do I rename a query?
What's the difference between the Classifications Exist (by Date) and Classifications List (by Date) function fields?
How can I change the name of a column in my query results?
How do I add static text or placeholder columns in my data package queries?
What does the "a provided value is too large to be processed by the database" error mean?
What are function fields?
How do we make nametags?
What is that yellow bar that appears at the bottom of some query design pages?
Can a query that has subtotal headers be automatically collapsed when the query is run?
Can I filter a query based on record count?
How is the ‘My Student’ field used?
How do I exclude pledge payments from a Gift or Donation query?
How do I see student birthdays in a query?
What does “P1”, “P2”, “P3” and “P4” mean in reference to attendance in a Class Enrollment query?
Why is my query returning incorrect results when I use the Classification Exists (by date) function field?
When building a query that actively updates based on the Active Grading Period, which Grading Period parameter should I use?
What records are returned if I filter a query on the "most_recent_school_year"?
We recently moved from a custom GPA to a 'Veracross Standard' GPA. Do we need to edit any of the function fields we've been using related to GPA within our queries?
Advanced Conjunctions in Queries
Advanced Display Options
Advanced Query Options
Batch Adding
Batch Adding Files
Batch Updating Data
Building Basic Queries
Copying Cells and Columns in Axiom
Display Options
Exporting Data to Excel or CSV File
Function Fields
Grid Column Menu
Managing Queries and Action Menu Options
Printing in Axiom
Printing Name-Tags from a Query
Properties and Visualization Options
Query Action Menu Items
Query Design and Results Overview
Query Results Page Toolbar
Saving, Renaming, and Deleting Queries
Using System Parameters in Queries
Field Properties and Style Adjustment from the Query Results Page
Query Practice
Query Practice — Overview
Academics and Student Life Query Practice
Admissions and Enrollment Query Practice
Business Query Practice
Communications Query Practice
Development Query Practice
Technology Office Query Practice
Workspaces
Organization and Management for Workspaces
Using Workspaces
Workspaces Overview
Is there a way to leave instructions for our faculty/staff that access shared workspaces?
Charting
Axiom Charts — Tutorial
Chart Design — Technical Documentation
Function Fields
Function Fields Overview
Admissions/Enrollment Checklist Items Function Fields
Admissions Review Function Fields
Demographic Function Fields
Development Function Fields
Enrollment Policy Function Fields
Individual Event Function Fields
Person Classification Function Fields
Schedule Function Fields
Standardized Test Function Fields
Integrations and Applications
Veracross API
Setting Up New Integration Partners in Veracross API
Adding Internal Integrations in Veracross API
Legacy API
API Configuration Overview
Update: School Route Name in API Documentation
Can Person Reference Numbers be pulled through the API?
Can we use profile codes through the API?
Do we have API feeds for cohorts?
Does Veracross support raw SQL data exports or provide ODBC (Open Database Connectivity) support?
What is an API feed and how do we set up a new API feed?
Calendars and Group Events
Integrations & Applications FAQ
How do I delete files?
Can we set up single sign on (SSO) for our Canvas Integration?
Can I change a file’s classification?
Can I share admission files with my teachers?
Why does my API feed timeout return fewer results when setting the results return parameter to 10000?
How do we know what information syncs from Veracross to Canvas?
Does Veracross support raw SQL data exports or provide ODBC (Open Database Connectivity) support?
Can we download all files attached to students in batch?
Adding Files to Records
Third Party Integration Overview
Address Validation and Geocoding
Administrator Mobile Directory App (for iOS and Android)
Blackboard Connect Integration
Blackboard Connect Parent Export
Blackboard Connect Staff/Faculty Export
Blackboard Connect Student Export
Canvas Integration
Canvas Integration — Data Synchronization
Class A Scheduler Integration
Clever Integration
Data Packages
eFollett Integration
Exporting Data from Rediker
Generating an HAR File to Measure Veracross Performance
Google Drive Integration for Class Websites
Google Recommendation Forms for Internal Axiom Use
Mailmatch Integration
Personal iCal Feeds
Ravenna Integration
SAO Integration Module
Setting Unicode for Mail Clients
Third Party Payment Provider Integration
SchoolPass and Veracross Integration
Restrict Access to Axiom
Portals
Portals FAQ
How can I post phonetic spelling of students' names in the teacher portal?
How do we display phone numbers in the faculty directory?
How can I share student IDs with parents through the parent portal?
What is maximum file size that can be uploaded to a class website?
How can parents see their giving history from previous years?
Does Veracross have a way to share a book list with parents and students?
Why are classes not displaying in the portals?
How can a grandparent get access to the parent portal?
Why isn't a policy form appearing in the parent portal?
How do users edit their home phone number in the HPU?
How many emails are displayed in the parent portal?
What does the orange dot on the Grades and Comments tab mean?
How do I display the Course Request document in the parent or student portal?
Why can't students see their class grades on the portal homepage?
How do I add colors and images to portals?
Can students submit audio/video files for assignments in the LMS?
Can I disable certain classes from parent teacher conferences?
How can alum/former students continue to pay tuition after the school year is closed?
Can I remove the outcome section of the Behavior Event form on the Faculty Portal?
How can we manage families choosing the display status of their information on the directories in the portal?
How do you get the class' schedule to show in the pop-up message when you hover over the class name in the faculty portal?
How can we post links in the faculty/staff directory?
How can we link an event registration form to a component screen on the portal?
Is there a list of portal component icons so we can see what our options are?
How do we update the way classes are sorted on the "Student Overview" section of the Parent and Student portals?
How can I give access to invoices on the Parent portal to a non-resident parent?
How do I set the default portal platform to Version 3 for certain security roles?
Can a Teacher who is also the parent of a student make Parent/Teacher Reservations without creating a conflict with their student’s parents attempting to reserve time slots for the same time?
If we have portal users in different time zones, will the portal display their local time?
When future parents transition to parents, do they lose access to the future parent portal?
Can a portal be configured for both Future Parents and Future Students to use?
Are users automatically logged out of portals?
Can I add a logo and background image to our portals login pages?
Why is the system allowing parents to sign up for parent teacher conferences that have conflicting schedules?
How can I add directories by grade level or other categories?
What determines the order in which classes display in the portal?
Can we show historic report cards on the portal?
How do I give a staff member access to edit portals?
Where can I find a list of icons available for use on navigation links in the portal?
How can I configure directories to allow printing to a pdf in the portals?
What is the character limit for student-specific comments in the portal?
Why are my parents unable to view their invoices on the Portals?
What security roles can access the Administrator Mobile Directory App?
How can I batch update directory preferences for the Faculty & Staff Directory?
Where is the Meeting URL and what does it look like?
How do I make Zoom links visible for both Students and Parents via the Faculty Directory?
Can we publish transcripts to portals the same way we can publish report cards?
How do I enable an HPU form to allow edits to existing contacts?
What do parents see in the portal when they submit a Household Profile Update?
Portal Planning and Management
Portal Planning and Management FAQ
What is the URL for the mobile portal?
How do I update the school year on a portal record?
What security role is needed to add and edit portal links?
How can we provide access to a staff/faculty member so they can adjust the 'Primary Portal' for our constituents?
If I check the "Enable Portal Schedules" flag on the Grade Levels query, does that display schedules on both the Student and Parent Portal?
Portal Admin Homepage and Detail Screens Overview
Additional Portal Screen Examples
Mobile Portal
Personal Messages in Portals
Portal Configuration Options
Portal Link Configuration
Portal Membership
Portal Membership Management
Portal Planning with a Sitemap
Portal Shortcut Links
Portals 3.0 Launch
Screen Builder
System Screens
Hiding Information in Portals
Demo Portal Walkthrough — Webinar Documentation
Portal Components
Portal Components FAQ
How do I copy portal component screens between different portals?
General Components
Veracross Feature Components
Article Components
Content Components
Embed Components
Event Components
Parent Portal Components
Personal Components
Student Portal Components
Teacher Portal Components
News Management
News Management Overview
Portals & News Management Overview
Publishing in News Management
News Management Quick Start Guide
Parent & Student Portals
Household Profile Update (HPU) Form Overview
Parent/Teacher Conferences Setup & Overview
Daily Student Schedule
Gathering Parent Information Through the Portals
HPU Form Activation
HPU Form Configuration
HPU Form Contexts, Categories, and Card Options
Invoices for Future Parents
Invoices in the Parent Portal
Launching Parent & Student Portals for the First Time
Publishing Student Files and Links to the Parent Portal
Manually Reserving Timeslots for Parent/Teacher Conferences
Student Course Enrollment Document
Student Logistic Requests in the Parent Portal
Parent/Teacher Conference Troubleshooting
Teacher Portal
Teacher Portal FAQ
How do we see the advisor dashboard on the faculty portal?
Can I add the proper pronouns for a student so it is visible on the teacher portal?
How can we display important custody notes in the faculty portal?
What can a sub see in the faculty portal when they are assigned to a teacher's class for the day?
How do I get the Report Card viewer to show up in the gradebook on the teacher portal?
How do I add the Faculty Daily Schedule to the Teacher Portal?
Why isn't the assignment dropbox available in the portal for a teacher?
Can teachers edit queries that are published in the Faculty portal?
What does the heart next to a student's name mean?
Why does a student who withdrew from our school still appear in the teacher portal?
Can the Alert icons be hidden from showing up in the Faculty Portal?
How can I update my rotations in the Faculty Portal after switching to a new one?
Where are student bus schedules displayed in the faculty portal?
How can we display class schedules on the All Classes list in the teacher portal?
Why is a faculty schedule document showing the incorrect rotation/school days?
How can I hide a class from the portal?
How do I get my school's report cards/progress reports to appear on the Grades & Comments tab?
Alerts
Exam Calendar
Faculty Daily Schedule
Launching the Teacher Portal
Lesson Plan Management
Lesson Plan Viewing Options
Publishing Query Results in the Teacher Portal
Resource Library Management
Learning Management System (LMS)
Gradebook Overview
LMS Article Directory
Advisor Dashboard
Class Migrator Assistant
Notifications Tab
Student Profile
Tracking Master or Class Attendance
Resource Reservation App
Assignments
Assignment Annotations
Assignment Dropbox
Assignment Management Through the Parent Portal
Assignment Management Through the Student Portal
Assignment Workflow
Completion Statuses for Assignments
Extra Credit Assignments
Gradebook Icon Legend
Weighting by Assignment Type
Class Website
Class Website FAQ
Can I copy a single class page from one class website to another?
Can I hide/disable the "Discussions" tab from certain classes' class websites?
How can I hide the directory from the class website?
Is there a way to hide the parent's contact information from the student directory on the class website?
Class Website Overview
Camera and Files Application on a Class Website
Class Discussions on a Class Website
Content Management on a Class Website
Embedding Media on a Class Website
Homepage Management on a Class Website
Managing Photo Galleries on a Class Website
Timelines on a Class Website
Directories
Directory Overview
Directory Preferences Overview
Alumni Directory
New Directory Configuration
Communications
Composer
Composer FAQ
Why isn't my new channel appearing on the Communications homepage?
Can I create an anchor link in a Composer message?
How can I automatically CC users in a Composer email?
Can I send a welcome email through Composer?
How can I send a Composer email to soft-credit individuals who give through an organization?
How do I refresh my recipient list for a Composer message using a query?
Can I use the "Target Parent/Guardians" feature of Composer to email former parents?
What is Composer?
How can I move a composer template from one channel to another?
Why doesn't the hyperlink work correctly in composer?
Can I put a GIF in a composer email?
Can you include a signature image in a Composer message?
What merge field can I add to Composer in order to link the users to the Select Password page?
How can I indent text in Composer?
Is there a file size limit when adding content to a Composer message?
Can I use a query to exclude recipients if I’m using the Included Groups feature to create my Composer recipient list?
Is there a way to upload an external list of email addresses to be able to send to in Composer?
How can I add customized pronouns to a Composer message and is it possible to capitalize the merged text?
If any of the Do Not flags are enabled on a record will the person still be included in a Composer message if the Included Groups option is used to select recipients instead of starting with a query?
Composer Overview
Channel Update Form in Composer
Click-Tracking in Composer
Communication Channel Management in Composer
Composer Review Process
Composer Templates and Themes
Emails with Customized Merge Data
Fonts in Composer
Launching Composer
Writing a Composer Email
Groups, Email, & SMS
Groups, Email, & SMS FAQ
Why is my school-defined group not displaying in the 'Find Groups' query?
How do I prevent someone from receiving a welcome email?
How can I control channel permissions?
If I run the "Send Welcome Emails" procedures, will this send a welcome email to users that have already received one?
When someone sends an email via a distribution list, where to the replies go?
Can I add my own custom group if there is a group that I need to have in the database that is not in the Find Groups query?
How can I allow an email address not associated with a person in Veracross to use distribution lists (i.e., whitelist it)?
Which VC Welcome Email gets sent to Parents of Prospects?
How do I create a query showing all individuals who unsubscribed from emails?
How do I add a non-parent to a class distribution list?
What do the "550" and "554" email bounce errors mean?
Why can't I see all groups in an advanced report group list?
Why did Google flag a message as potentially unsafe?
Why can't coaches send emails to distribution lists?
How do I prevent access to group distribution lists?
Does the "Do Not Mail" flag on the Person Record apply to E-mail?
How is the banner/logo for system email templates updated?
Why does the "From Name" on a sent email display something different than what was sent by the school?
How do I make sure a someone does not receive an email?
Why doesn't my school defined group have a distribution list generated?
Where can I find SMS cost information?
How can I track an email in Axiom that I send with my own email?
Which security roles can view and edit text templates?
If someone replies to an SMS message, what is the response sent to them?
What is the distance range of the Local Parents/Grandparents/etc system group?
How are Faculty/Staff added to Campus group membership records and distribution lists?
If someone unsubscribes from SMS messages, do they get unsubscribed from only that particular communication channel?
Can we configure caller ID settings on SMS messaging so the school name is displayed instead of a number?
Can I copy an existing school-defined group and does this affect the original group?
What security roles allow users to create new school-defined groups?
How do I batch add records to a school-defined group?
Where can I view a list of all individuals who have unsubscribed from school communications?
Why isn’t someone included in the group membership list for a group created from an advanced report?
What does the mailbox response “No MX for [RecipientEmailDomainName]” mean?
How do I resend a Composer message to someone on the bounce list?
How does Preferred Communications Method function with Composer and Distribution Lists?
SMS/Text Messaging Overview
Advanced Report Creation
Email Delivery Statuses and Resolutions
Email Open Tracking
Person-Communication Detail Screen
Preventing Unwanted Emails
Removing People from the Bounce/Spam List
School Cancellations, Delayed Openings, and Early Dismissals Communications
School-Defined Groups
Welcome Email Configuration
Troubleshooting Emails
Using Standard Merge Fields in Email
Template Formatting for System Emails
Mail Merge
Configuring Mail Merge For Any Record Type
Running and Batch Printing Mail Merge
Calendars and Events
Calendar Management
Calendars Overview
Benefits of Veracross Calendars
School Cancellations, Delayed Openings, and Early Dismissal Calendar Workflows
Group Event Management
Group Event Management Overview
Attendance Tracking in Group Events
Email Communication for Group Events
Entry and Copying Options for Group Events
Group Event Detail Screens
Individual Events
Managing Event Types for Group Events
Use Individual Events to Track COVID-19 Cases
Online Event Registration
Online Event Registration Overview
Configuration for Event Type, Checklist and Email Notifications in Online Event Registration
Common Form Scenarios for Online Event Registration
Email Templates for Online Event Registration
Event Association in Online Event Registration
Form Configuration for Online Event Registration
Parent/Student Sign-Up for Online Event Registration
Supported Payment Methods
Event Registration Header Photos
Does the Calendar_Reader security role allow users to see submissions on an Event Registration form?
What security role is needed to create online event registration forms?
Employment
Continuing Education Tracking
Employee Leave Tracking
Employment Module Overview
Granting Substitute Teacher Permissions
Hiring Management
Human Resources Information Tracking
Job Title and Employer Fields
Time-Off Request Workflow
Where can you add a faculty/staff member biography?
Why are faculty/staff biographies not showing on the portal?
What portal link do we use for faculty/staff to submit time-off requests within the Employment module?
Where can I find a link to the employee Online Job Application?
Are faculty/staff able to submit a time-off request for multiple categories (e.g. 4 hours comp time and 4 hours PTO) for the same day?
Academics and Student Life
Classes and Assessment
Classes and Grading Configuration
Classes and Grading Configuration FAQ
Does changing a scale used on a rubric criteria record affect historical report cards?
When does the system change a class's status from Future to Active?
When does an active class become closed?
How do I remove qualitative criteria from a report card?
How do I add/update the department chair?
Can a class begin later than the first day of the grading period?
If Refresh Cohort Days is triggered, would this wipe out any manually-added student-specific overrides on particular days?
How long will a student appear in the faculty gradebook after withdrawn from a class?
Why can't I see the Primary Score on the Test Scores tab of a student record?
Can we use Class > Notes for internal notes, or will those show up anywhere outside of Axiom?
Can teachers copy assignment weighting across all of their classes?
If there are AP students in the same class as standard level students, can we calculate their GPAs differently?
How many school levels can a single school database have?
Do schools have the ability to add enrollment levels?
What's the difference between the different types of grading periods?
How do I add a new rotation?
Do the "Comments" fields on grade records have a character limit?
How do we grant substitute teachers class permissions for the day?
How can I review curriculum comments?
How do I use batch updating to show that all comments are ready for review?
Why is the new class I created missing scheduled days?
Where can I see how our Honor Roll is set up in Axiom?
Why isn’t a faculty/staff member included in the advisor group if they have been assigned as a primary teacher?
Can we add courses mid school year?
Can curriculum comments be locked to prevent further editing in the faculty portal?
What is the difference between a transcript course and an academic course?
Can a class be scheduled in two different rooms at the same time by adding two class schedules for the same day/block/time but different rooms?
Assigning Faculty Type
Configuring Assignment Groups for Courses
Configuring Assignment Types
Configuring Classes
Curriculum Comments
GPA Configuration
GPA Troubleshooting Document
Grade Conversion Scales
Learning Management System Quick Start Guide for Teachers
Setting Exam Type & Weighting
Term & Final Grade Calculation
How can faculty know what the rubric scale proficiency levels represent?
What security roles can edit class curriculum records?
What security roles allow access to the Website Configuration section of a class detail record?
Can we add our own grade statuses?
Can I roll a school year forward for a class?
Can I add or edit Course Types?
Configuring the Student Assignment Submission Interface
Grading Period Processes
Posting and Locking Grades Overview
Posting/Locking Grades to Transcripts
Major and Minor Grading Periods
Posting and Locking Grades
Setting the Active Grading Period
Start/End Grading Period Processes
Is there a way to communicate our grading window to faculty at the end of a grading period?
It's the end of the term and we need teachers to post grades for the report card. How do we "open" the report card form?
What is the difference between Current Reporting Period, All Active Grading Periods, and All Current Grading Periods?
Can I import numeric grades for students?
What are Grade Distribution Reports and how can I update them?
Behavior and Student Comments
Behavior and Student Comments FAQ
Is there a way to have Behavior Incident Types & Comment Incident Types only apply to certain school levels?
How can I ensure notifications are sent with specific behavior reports?
Can we display student comment or behavior notifications in the Parent Portal?
Behavior and Student Comments Overview
Adding a Behavior Incident
Configuring Behavior and Student Comments
Email Template Configuration for Behavior and Student Comments
Automated Incidents
Report Cards and Transcripts
Academic Document FAQ
What security roles do I need to access the configuration and publishing options on the Academic Documents homepage?
When should the "Document Layout" field should be "None" during academic document configuration?
How do I see report cards from previous years?
How do I publish report cards?
How do I batch print documents from the Academic Documents homepage?
How do I hide a certain class from showing on a Student's report card?
On the school configurable report card, can we show the teacher's or student's preferred name?
What is the best way to notify Veracross that we need to make changes to our custom Report Cards, Progress Reports, or Transcripts?
How do we hide a student's report card from the student and parent portal?
On the new academic document layout, how do I get the student advisor's name to appear without adding the advisory class to the numeric grades table?
I have configured the academic document layout record to display the Qualitative Scales key. Why won't they display on the document?
Our GPA reports are showing an equation, but the calculated value is "0." What are we missing?
Do I have to add transfer transcript items one at a time?
Do the Refresh and Confirm Filters procedures for an academic document record change any publishing statuses manually set for the documents listed in the "All Existing Records" list?
How does a Pass/Fail grade calculate into the cumulative GPA on the transcript?
What controls the order of classes on a school-configurable academic document?
How can I get started building an academic document?
How do I batch print VC-configured custom documents?
Can a school use the school configurable academic document for IB report cards?
I tried publishing a student's report card, but when I impersonate the student or their parent there is no link to the document on their portal? What did I miss?
Can I configure the attendance document to show a student's attendance from the previous year?
Can we make transcripts available on portals?
Where does footer text display on the school-configurable academic document?
Why isn't the grading period I want to post transcript grades for showing as an option?
When I ran the Post Transcript Grades procedure, 0 records were affected. Why did it not work?
Why can't users with the security role 'academic_document_reader' view report cards and transcripts?
Can we adjust the sort order for homerooms in the document browse tool?
Why does the change I made to the posted grade display on the report card but not the transcript?
Why is a class displaying twice on the transcript?
Why is there a big space after the header on my school configurable report card causing the first class to print on a second page?
On the school configurable report card, why won't the All/Final grading period display on the S2 report card?
Why are classes that only run in the next grading period displaying on the school configurable report card for the current grading period?
Why won't comments from the previous grading period display on the current reporting period document on the school-configurable report card?
How can I adjust the Header Introduction Text on a school-configurable academic document layout so that different text displays on report cards for each grading period?
How do I display Introduction Text on a school configurable academic document?
Can engineering change over the document layout of a previously-existing academic document?
School-Configurable Academic Documents
Document Layouts
The School-Configurable US Transcript Document
The School-Configurable "Academic Document" Document
The School-Configurable Final Grade Summary Document
The Academic Documents Homepage
Academic Document Publishing: Quickstart Guide
Adding Transcript Courses and Items
Browsing Academic Documents
Historic Report Card Links Document
Posting/Locking Report Card Grades
Report Card Form Display and Template Configurations
Importing Historic Non-Transfer Transcript Grades
Grade & Comment Review
Grade & Comment Review Process
Grade & Comment Review Administration
Grade & Comment Review Configuration and Management
We've created our Grade Review configurations, why can't we see the reviews in the faculty portal?
If a student transfers classes, why can't the original class teacher see the student's name in the LMS on the Grades & Comments tab?
Where can teacher keep track of their review progress?
What determines the default Grading Period in the faculty portal on the Grades & Comments tab?
IB and Qualitative Configuration
Qualitative Grading Overview
IB MYP Grade Detail Report
Qualitative Grading Best Practices
Qualitative Grading Configuration
Summer Intensives
Summer Intensives vs Summer Programs
Configuring Veracross for Summer Intensives
Transitioning Between the Academic Year and the Summer Year
Student Life
Student Life FAQ
Will marking a student group as "Obsolete" remove students from that group?
How do I show athletic meeting locations in a query?
Why are athletic events not appearing in athletic pages/calendars?
What determines whether someone appears in the person dropdown for the covid screening page?
Who can view data stored on medical visit records?
How do we access and configure the Emergency Profile document?
What is the purpose of the "Copy Schedule" field on transportation schedule records?
How should we track student immunizations in Axiom?
Why don't I get any results when using the "Assistant Coach" field in the Find Teams query?
Can I use the Class Data Import Type to add new sports teams?
How can I find which students belong to which dorm?
What is the best way to enter volunteer hours?
How do I assign a job to a volunteer?
What is the Health Kiosk?
How can I add Volunteer categories?
How can I configure volunteer information?
Why isn’t the team practice calendar populated if the practice schedule has been populated to the team detail record?
How can we change how the system flags students as either major or minor academic concerns?
What are the Academic Concern queries (Major and Minor) on the Upper School homepage?
Is the Guidance module an extra cost module?
What security role(s) allow a user to delete course requests?
Why can't I update a student's locker number?
Athletics
Athletic Award Tracking
Athletic Injury Tracking
Automation Options for Managing Athletic Events
Configuring Athletic Events
Configuring Sports, Teams, Rosters, and Event Information
Boarding
Student Travel Requests
Extended Care
Extended Care Overview
Guidance
The Guidance Module
Graduation Credit Check
Configuring Academic Concern Statuses
Health
Health Configuration Overview
Health Kiosk Overview
Health Module Overview
Emergency Profile Document
Emergency Contacts
Frequently Asked Questions about the Health Module
Health Information Document (HID) Configuration
Managing Student Immunizations
Managing Student Medical Conditions
Managing Student Medications
Managing Student Physical Exams
Medical Provider Configuration
Medical Visit Email Templates
Patient Detail Screens
Tracking and Administering Medications
Tracking Medical Visits and Screenings
Tracking Medical Visits via the Online Kiosk
COVID-19 Screening Form
Transportation
Transportation Overview
Configuring Transportation Schedule Exceptions
Copying Transportation Schedules for Next Year
Daily Transportation Management
Volunteer
Volunteer Module Overview
Class Enrollment and Scheduling
Class Enrollment & Scheduling FAQs
Where can I find student schedule conflicts in Axiom?
How can I see who a student has come into contact with?
Do M-F rotations naturally skip no school days?
Why aren't some of the rotation days showing up on the school calendar?
How do I create a query to find students' free blocks per school level?
How do I choose the colors on the schedule document?
Can the Scheduler tool help identify conflicts for faculty that teach in Middle and Upper School?
Can I use the class migrator tool to migrate more than one class into my new class?
How do the Batch Add queries determine which class to enroll a student into?
Not all of my classes have meeting times, but they all have class schedules. What should I check?
Is historical data affected when I change the name of a course?
How do I duplicate assignments across all versions of a class?
How do I remove an unenrolled student from the gradebook of a class?
Why aren't new students appearing on class lists?
Can the Student or Faculty schedule document show an alternate block schedule?
How do I switch to a different rotation mid-year?
How do I create a new Block Group?
How can I view a teachers schedule on a day that we use an Alternate Block Schedule?
Which security role can update the enrollment level fields on a class enrollment record?
Do the M-F Day Schedule flags on the Schedule tab of a class enrollment record reflect that child's schedule on the schedule document?
Why are late enrollee schedules showing their classes as "unscheduled" on their schedule document?
Are class statuses updated automatically to ‘Completed’ at the end of a class?
How do I add an alternate block schedule to my rotation calendar?
What are the implications of adding a Date Withdrawn and a Late Date Enrolled to a student enrollment record?
Can we edit or change rotations that have been previously used?
How do I adjust the start time and/or end time reflected on the schedule document?
How do I designate the colors of blocks on the schedule document?
Can I use the Scheduler mid-year for the next grading period?
How can we access student schedule documents from previous years?
How does the system determine what to display on the schedule document when classes have conflicting schedules?
How can I display course requests for students in the portal?
How can I schedule a student back into class they were previously transferred from?
When should I update class assignments when a staff/faculty member’s employment ends mid-year?
Why didn’t a qualitative grade move over after a student was transferred to a different class?
Why is my student's homeroom changing after I've set them up in a new homeroom?
We recently changed schedules, but this change isn't reflected on our schedule print outs. How can we fix this?
Course Configuration & Requests
Course Configuration Overview
Course Request Overview
Adding Courses
Course Request Document
Course Requests v2 Configuration
Entering Course Requests in the Teacher Portal
Entering Course Requests in the Student Portal
Managing Course Classifications
Enrollment
Class Enrollment Levels
Class Enrollment Manager
Classes, Schedules & Rosters
Enrolling by Homeroom or Student Group
Late Enrolls/Withdraws from Classes
Transferring Students Between Classes
Withdrawing a Student from the School
Scheduling
Schedule Document Overview
Alternate Block Schedule Configurations
Calendar Day Rotation
Schedule Document Troubleshooting
Scheduling Options for Schedules and Class Enrollment
Block vs. Period Scheduling
Schedule Template Types
Maximizing Flexibility with Multiple Class Schedules
Scheduler
Scheduler Overview
Scheduler Scenarios and Results Overview
Auto Block Scheduling
Configuring Constraints in Scheduler
Copy Classes Scheduler Procedure
Course Distribution Report
Enrolling Students into Classes with Scheduler
Frequently Asked Questions about Scheduler
Initial Pre-Scheduler Configuration
Integrity Checks Report in Scheduler
Manually Scheduling Classes in Scheduler
Reviewing Class Schedules with Scheduler
Scheduling Method Options In Scheduler
Reviewing Student Schedules
Single Student Scheduler
Scheduler Tune-Up and Quick Start Guide
If a course request is submitted with the ALL Grading Period will Scheduler be able to identify the actual grading period?
Daily Logistics
Attendance & Location Tracking
Attendance & Location Tracking FAQ
What should I do to start troubleshooting when attendance is not working properly for my school today?
What does the Imperfect Class Attendance status mean?
How can a teacher see their student’s master attendance for the day?
How do I configure a class to set master attendance?
How can parents report student absences via their parent portal?
How do I find attendance from a previous year?
Which all-day group event types affect attendance?
Does my Cohort need to have a Begin & End Date on its main configuration on the General tab?
Can students be on different rotation days based their cohort?
On a cohort record schedule, what does the ALL grading period refer to?
How do "Late Arrival" and "Early Dismissal" Statuses Work Together on the Student Location Log?
Is it possible for Faculty to utilize the Student Location Log to check themselves in or out?
Who do Attendance Reminder Emails get sent to?
Why isn't imperfect attendance triggered when I set a student's master attendance to one of our unique attendance statuses in the Present category?
How do I batch add students to a cohort?
Can you adjust attendance reminder emails to be configured for class attendance instead of master attendance?
Can we configure attendance so that it doesn't trigger “Imperfect Master Attendance” if a student is late/tardy for class?
Why is the Attendance Detail document blank?
When are master attendance records created?
Is it normal for faculty/staff attendance to generate on "No School" days?
We are using an alternate block schedule for today. Why are our student schedule documents not reflecting the correct classes/times?
Should I delete generated attendance records after adding a ‘No School’ event for a snow day?
Attendance Overview
Configuring Attendance Reminder Emails for Teachers
Imperfect Class Attendance
Knowing When Attendance Has Been Taken
Managing Future Attendance
Managing Student Dismissals
Student Location Log
Troubleshooting Attendance Issues
Where Is Student/Faculty Now?
Cohorts
Resource Scheduling and Reservations
Resource Scheduling and Reservations FAQ
How can I edit the list of resources that teachers can pick from in resource reservations?
Resource Scheduling Overview
Resource Reservations
Program Registration
Program Registration FAQ
On the Program Registration configuration record "Allowed Roles" field; what should I do if I want any and all Roles to be able to register for the program?
How can I enable advanced accounting on the program registration config record?
If we use deposits on our program registration forms, does the paid registrations enrollment strategy still work?
Can we use deposits on our Program Registration forms?
We want our classes/teams/programs to display on the browsing and registration pages in a certain order. What options do we have?
A parent was charged an incorrect amount for their current year program registration. Why did this happen?
Can I control how many people register for a program class?
I can’t find the Min/Max Grade Level fields on my program classes. Did I configure them wrong?
Can I hide the schedule from appearing during the registration process for Other Programs?
Can we have additional information about each class/team/activity display during the registration process?
We use one Program Registration config for students and their parents. Can we set it up so that some options are available for just the students and other options are available for just parents?
How do we setup a waitlist for other program registration forms?
How do we ensure that only people who have paid are enrolled in program classes?
How do we set up a discount code for use on an Other Program registration form?
Are the "Jersey Size" dropdown options on Program Registration forms configurable?
What does the Accounting School Year field indicate on a Program Registration Config record?
Configuration
Other Program Registration Configuration Overview
Course/Class Configurations for Other Programs
Email Receipt Configuration in Other Programs Registration
Fee and Discount Configuration
Registrant Payment and Enrollment Option Configuration
Summer Camp Configuration
Supported Features for Other Programs Registration
Management
Managing Other Programs Registrations
Implementation and Launch Timeline for Other Programs Registration
Implementation Questionnaire for Other Programs Registration
Public Registration for Other Programs Registration
Waitlist Management for Other Program Registration
Admissions and Enrollment
Admissions
Admissions Configuration and Management
Admissions Configuration and Management FAQ
Can I filter my admission checklist items with groups?
Why does the Likely To Yield field on an Admission Candidate record revert to 'None Specified'?
On the Admissions: Candidate Changes homepage, why are some of the "Submitted By" fields blank in the Recent Activity section?
Is there a way to accept a student without having the family fill out an application?
Our AP3 Inquiry Form submission failed. The error message in the submission log was "Cannot insert duplicate key row in object in "dbo.Application_checklist with unique index.
How do you populate or configure the list of names under the "Admission Counselor" dropdown?
What happens to waitlisted candidates when the admission year is closed?
Is it possible to filter the relationship list in an AP3 form?
Is it possible to edit the text that displays on the success page of an inquiry form submission?
How do I switch from Google Recommendation Forms to Veracross Recommendation Forms?
How do I include a specific message in the Admission Portal about a single checklist item for an individual candidate?
How do we waive an application fee?
Which files can be seen on the ‘File Preview’ tab of a candidate or application review record?
Can we configure application fees to be per household?
How do I change which candidacy is flagged as the 'current' one on the Admission History tab of the Candidate record?
What is the difference between the fields Application Status Category and Application Status?
Where can I set the payment gateway for our application fee?
How can we add different tuition amounts in Online Enrollment for different grade levels?
Is there a way to have students be involved with application review?
What does the Admission Decision "Cold" do?
Do ethnicities sync as part of the Ravenna Integration?
Why are some languages displaying with the record ID instead of the description in query results?
Why was an applicant automatically assigned a student role?
How can I add in new admission application statuses?
Does making changes to a font on a text template in HTML also change the font on the Admissions Portal for the Admission Decision Letter?
How can I add a new "current grade level" for admissions if we do not have that grade level in our school?
Is it possible to display the Gender field as a drop-down on inquiry forms?
What does the Admission Decision ‘Accepted’ do?
Admissions Candidate Detail Screen Overview
Activity Log Tab on the Admissions Candidate Detail Screen
Admission File Preview
Admission Source on Admissions Candidate Detail
Admissions Terminology
Application Review
Application Review Homepage
Admissions: My Reviews Homepage
Configuring Application Statuses to Display Decision Letters
Copy/Migrate Candidate Info to a Different Year Applying For
Creating Text Templates for Decision Letters
Field Glossary on Applications and Applicant/Prospect Screens
How to Process an Inquiry
Process Flow from Prospect to Student
Standardized Test Score Configuration
Using Admission Checklist Items to Create Applications
The Application Summary Document
Admissions Portal
Admission Portal FAQ
Why are parents saying the admissions portal is closed?
Admission Portal Overview
Admission History Portal Status
Admissions Checklist Configuration and Display Options
Admissions Portal Account Lookup
Admissions Portal Message Communication and Tracking Individual Events
Benefits of Using the Admission Portal
Configuring Admissions Event Sign-Ups
Configuring and Publishing Decision Letters to the Admissions Portal
Configuring Web Form Options in the Admission Portal
Online Response Options to Decision Letters
Planning and Timeline for Launching the Admission Portal
Prospect Checklist Item Configuration
Publishing Decision Letters in the Admissions Portal
Veracross Recommendation Forms for Admission Portal 2 Schools
Admissions Portal 3.0
Admissions 3.0 FAQ
What controls which season is listed as ‘current’ in the regisration season type?
Can I resend a recommendation form email to a teacher?
If I'm converting from AP2 to AP3, how can I add new checklist items to my registration season in 3.0 without adding new checklist items to existing 2.0 candidates?
What is the Portals Form URL link for on Recommendation forms?
Is it possible to copy a registration season back one year?
How can I make a recommendation form question with a grid or likert scale options?
How do I update the logo on the Veracross recommendation forms?
What are the minimum required fields on an inquiry form?
If a parent begins an inquiry in AP3 but doesn't complete it, could I see this information in Axiom?
I got an error adding an admission fee or demographic form widget.
How do I adjust the insert or update status of a form element?
I added a checklist item, so why isn't it displaying in the admission portal?
Can we include a link directly to the admission portal from an AP3 inquiry form?
How do I copy a registration season in AP3?
How do you add "none" as a organization drop-down option in a collection in AP3?
Why can't I enter a name or email for a VC recommendation form in the portal?
How do we allow faculty and staff to review applications?
Which widget types in Admission Portal 3.0 respect the group event's max capacity?
What does the Admission Portal 3.0 'Refresh Candidate Checklists' procedure do?
In AP3 how can I convert an admission detail record to AP3?
What is the “Accomplishment” System Form in AP3 for and how do I use it?
In AP3, can I adjust the grade applying for (GAF) value in Axiom?
When the ‘Refresh Checklist Items (AP3 Only)’ procedure is run, what happens to existing checklist items?
What do the Admission Portal 3 supplemental security roles give access to?
How do I allow parents to make edits to their school forms after submitting it in the Admission Portal?
How can I view the data added to Admission Portal 3.0 school forms?
What's the difference between a school form and a system form in AP3?
Can I change the 'Add Another Candidate' button on the inquiry form in AP3?
If parents add more than one candidate on an inquiry in AP3, will they receive multiple email confirmations (one per child)?
How do I add a new checklist item to a particular registration season in AP3?
How do I delete test candidate records in AP3?
How do I include a response that does not assign a profile code in an AP3 profile code element?
Why do I receive an error message stating "the records you are trying to create already exist and cannot be created" when I run the "Refresh Candidate Checklist" procedure from the action menu of the registration season record?
How to I convert a candidate from AP2 to AP3 (after I have launched AP3 with a configured Registration Season for the given Candidate's year-applying-for)?
How I add our school logo and a photo to our inquiry form in AP3?
How can I capture a candidate's current school?
Does AP3 offer functionality for candidates’ schools to upload transcripts directly to our school?
Admission Portal 3 Updates
AP3 Update - New Element Types, Candidate Demographic Form, & Parent 2 on Inquiry
Make Current School Prior
Implementing Admission Portal 3.0
The Registration Season Type Record
Admissions Portal Record
Web Form Elements
Checklist Items and Widgets
Inquiry Forms
Web Forms
Testing Guide
Troubleshooting Form Submissions
Veracross Recommendation Forms
Candidate Portal Account Configuration
Admission Leads Inquiry Configuration
The Demographic Widget Type
Related Person Cards Guide
Security Roles for Admission Portal 3.0
Admissions Portal 3.0 Overview
Admissions Reporting
Admissions Reporting FAQ
At what point in the application process are the "Legal Custody" and "Custody Status" fields assigned?
What do each of the colored squares next to different events on the Admissions calendar represent?
What does the red star icon mean in the Admission Candidate Profile Document?
Admissions Cube and Field Logic
Admissions Cube Stored Information
Admissions Goals
Admissions Reports on the Admissions Homepage
Admissions Visits
Admission Interests Trigger Interviewer Email
Admission Visit Configuration & Overview
Admissions Visit (Light) Record
Interview Management in Admissions Visits
Scheduling an Admissions Visit
Configuring Admissions Event Sign-Ups
Should I use series master and series occurrence events to create admission visits in batch?
Enrollment
Enrollment Configuration & Management
Enrollment Configuration & Management FAQ
Why didn't the "Contract Complete" email send?
Where do I find student policies?
What does the enrollment status of "RNA" mean?
How do I update the "Grade Applying For" (GAF) on an application we've already accepted?
How do I update an enrollment contract after adjusting signature requirements?
Why didn't the "Contract Complete" email send?
Why can't I modify override amounts on the Enrollment Detail screen?
Why are override amounts not displaying on a student's enrollment record?
Why can't a parent view or sign an enrollment contract amendment?
How do I add a new withdraw reason?
How can I update Grade Level, Resident Status, Student Group, and Campus for an Accepted Student?
Why can't I modify enrollment amounts after resetting enrollment contracts?
If a filtering group is applied to an enrollment amount, and we change that filtering group year-over-year, does that impact historical student billing charges?
We have a new Enrollment Checklist Item to add to our ORE/OE process this year, how do we add it?
How does the 'Start Re-Enrollment' procedure affect the students' current grade level and school year?
When do charge items get created during the enrollment contract?
How do I add links to a policy?
If we have to update the language on our contract, will applicants enrolling for this current school year see it?
How do I copy current school policy forms forward to the upcoming (Re)Enrollment year?
When is the (re)enrollment "Contract Complete" email sent out to parents?
Is it possible to customize the font in the amounts table on enrollment contracts?
How do I manually update a school policy response?
What security role provides access to enrollment history queries?
Why is the policy form step missing from the enrollment portal?
Why does the system keep marking our "Payment Received" checklist item as not required when I set it as required?
Why are the enrollment checklist items for a student missing?
A re-enrolling student has the enrollment type of "New Enrollment". How can I adjust this?
Why are the override amounts missing from enrollment detail screen?
How can we create enrollment checklist items for students who enrolled after we ran the Start Re-Enrollment procedure?
Can an enrollment deposit be split into multiple payments?
Online Re-Enrollment Tune-Up Quick Start Guide
VC Pay Tuition Management Tune-Up Quick Start Guide
Enrollment Status Definitions
Configuring Leave of Absence for Students
Enrollment Capacity Planning for Rolling Admissions
Enrollment Status Troubleshooting
Entry Date and Exit Date Fields
Managing Admissions, Enrollment, and Re-Enrollment Exceptions
Managing Student Enrollment
Mid-Year Enrollment
School Policy Configuration
Financial Aid
Financial Aid Overview
Financial Aid Configuration
Financial Aid Process Management
Financial Aid Decision Letters
How do I connect a financial aid category with a fee type?
Can we have more than one financial aid text template?
How can I control what years are selectable as options?
I ran the “Copy Current Student FA Applications” procedure, but it said only a few (or zero) records were affected. Why weren’t all students’ FA applications copied?
How can I add a new "Scholarship Type"?
What does the "Financial Aid Display Status" field on an Enrollment record control?
Online Re-Enrollment
Online Re-Enrollment FAQ
Can I change the name of the Enrollment Intention form?
How do we start re-enrollment if we don't use the Online Enrollment module?
Can we display Online Re-Enrollment Contracts on the Parent Portal?
How can I hide a payment plan from the ORE/OE Portal?
How do we configure a certain Student to be On Hold for Re-Enrollment?
Can I limit ORE/OE Policies to the Resident Parent only?
Are Amounts & Catalog Items the same thing?
What is Online Re-enrollment?
Is it possible to filter the payment plan options on the Online (Re)Enrollment contract?
What will families see if their student's enrollment portal has been closed?
Can I close the Enrollment portal completely for certain students so that families cannot access it?
What do Incomplete, In Progress, and Completed Checklist Statuses Mean?
I’ve run the Start Re-Enrollment procedure but have changed my mind. Is there any way to revert the changes that have been made?
How do I add/edit/view enrollment policy form responses?
Can Contract Amendments render text merges (like Contract sections)?
How do I make sure the 'Grade Applying For' is correct for a student that is repeating a grade?
Can I change the question text on the enrollment intention form?
How can we add or make changes to the “School Chosen” list on the withdrawal/decline form during OE/ORE?
Can I enroll a student mid-year using the Online Enrollment portal when I have already started online enrollment for the upcoming school year?
I am testing online enrollment, but I am unable to edit the contract, why is this?
If I have both Veracross Accounting and the ORE module, which database do I update my tuition amounts in?
How do I remove a re-/enrollment override amount? When I try to clear out the value, “.00” remains.
Enrollment Contract and Access Overview
Online Re-Enrollment Overview
Administration, Troubleshooting, and Maintenance for Online Re-Enrollment
Configuring Confirmation Emails for Online (Re)Enrollment
Configuring Tuition, Fees and Deposits in Online (Re)Enrollment
Deposit Payment & Enrollment Checklist Item Option Configuration
Enrollment Intention Form
Financial Aid Integration
Launching Online Enrollment to Parents
Launching Online Re-Enrollment to Parents
Online Enrollment Contract Merge Field Options
Online Re-Enrollment from a Parent's Perspective
Online (Re)Enrollment Improved Features
Testing Online (Re)Enrollment Before Launching
Online (Re)Enrollment, VC Pay and Student Billing Testing
Withdrawal and Decline Forms
Homepage and Contract Text Configuration in Online (Re)Enrollment
Development
Development 3.0
Development 3.0 FAQs
How is the HoH determined when creating constituent records in Dev 3.0?
Where do I set up giving categories in Dev3?
Why aren't the changes I made on the General tab of my Development 3.0 Summary Report reflected in the results?
Can I merge Constituent records just like Person records?
Why would two people be listed in the same Constituent record when they are in different Household records?
How can I add a new Summary Report in Development 3.0?
What are the different solicitors for?
How can I update a gift to change the fundraising activity for a previous fiscal year?
How can I add new Gift Payment categories?
How do you change the Primary Development Role in Dev 3.0?
Why is the giving history not populating on constituent records?
Why do constituent records display both individuals if they are separated?
What is the difference between Lifetime Giving and Lifetime Donations on a constituent record?
Development 3.0 Updates
Development 3.0 Overview
Development 3.0 Homepages Overview
Development: Comprehensive Campaign and Annual Fund Homepages
Development: Configuration Homepage
Development: My Opportunities Homepage
Fundraising Activities
Moves Management
Objectives
Opportunities
Rating, Scoring, and Screenings
The Household Constituent Record
The Organization Constituent Record
Associating General Campaigns with Comprehensive Campaigns
Opportunity Import Type
Person Screenings Import Type
Development 3 Webinars
Development Introduction and Configuration
Development Homepage Overview
Development Terminology Overview
Campaigns, Funds, & Event Terminology
Configuring Funds
Configuring an Annual Fund Campaign
Development Classifications
Development Roles
Online Giving Form Configuration
Primary Development Role
How do I update the Campaign Summary Reports on the Development homepage?
Development Events, Communication, & Reporting
Appeals & Fundraisers
Constituent Reports
Individual Event Tracking in Development
Summary Reports
What is the difference between a Summary Report and a Constituent Report?
What is the Classification Value function field and how is different from the other Classification function fields (Classification Exists and Classification List)?
How can I make changes to the Annual Giving Summary document?
On the Development Homepage what does the “My Events for Review” report show?
What criteria are used to determine local and non-local Alumni group members?
Gift Management
Gift Management FAQ
Why are donations not being created for a pledge that has recurring donations configured?
How do I link a pledge to an installment paid by a third-party?
Why do the PTD Owed and PTD Outstanding fields show a balance when the pledge has been paid in full?
Can I configure the "Reward Type" field on a gift record?
What is the difference between the Acknowledge Letter Templates and Receipt Letter Templates on gift records?
What is the "From Both" flag on a gift record?
Can the donor information on a posted gift be updated without unposting the gift?
If a gift is unposted to allow for adjustments to a campaign, fundraising activity, fund, etc. can it be re-posted with the original posting date and journal entry number?
Can I add new payment methods for online donations (e,g, Venmo, PayPal)?
Do we support online giving for organizations?
When are donors charged for their first donation when submitting a recurring online donation?
Why am I encountering the error message “Valid GL accounts are required. No action taken.” when trying to set a gift as Ready to Post?
Our recurring donations for today are still marked as 'Not Processed', how can we make sure those get taken care of?
How can I associate an online donation with one or more campaigns or funds?
Can donors apply a recurring donation to an existing outstanding pledge?
Why is the annual giving summary document missing gifts that were received during the corresponding calendar year?
When merging duplicate records, are soft credits also merged?
Acknowledgement Letters
Auto-Recurring Donations
Donations
Donor Giving Categories
Foundation & Organization Soft Credits
Gift Batch Entry
Making an Online Gift
Management of Matching Gifts
Pledge Totals
Pledges
Processing Online Gifts
Soft Credits
Giving History
Giving History Overview
Giving History Maintenance
Annual Giving Summary Document
Why does a household display a Giving History for a campaign with no corresponding gifts listed on the Gift Detail tab?
What is Giving History record in the Development module?
Does the Annual Giving Summary document include gifts-in-kind?
Online Giving 2.0
Online Giving FAQ
Does every online gift need to be processed?
Can users make a recurring donation without a user account?
How do I cancel a recurring donation?
Online Giving 2.0 — Overview
Configuring Online Giving Forms 2.0
Online Giving 2.0 Gift Types
Canceling Recurring Donations
How do I find recurring donations that I have set to inactive or archived?
Online Recurring Donations
Recurring Donation FAQs
Prospect Management and Solicitation
Prospect Management Overview
Solicitation Group Overview
Configuring Solicitation Groups
Do Not Solicit Field
Donor Profile Document
Financial Aid Provided Field
Solicitor Portal (Legacy)
Development Office Workflows During COVID-19
Solicitor Portal
How do I add new development roles?
How do I send separate pledge reminder emails to both the HOH and Spouse?
How do I send a thank you email for one donation to a donor with multiple donations on their record?
How do I change solicitation group membership (Dev 2.0)?
How is the "Is Matching Org" status determined in development queries?
Where can I go to view any changes made to the Solicitation Group for a household?
Can a constituent's Primary Development Role change over time?
Where is a constituent's Primary Development Role recorded in Dev2?
Can a constituent have more than one development role?
On the Development Homepage what does the "Pending Tasks" report show?
What are the donor cultivation stages?
When people get married, how do I manage their constituent, household, and person records?
Business
Accounts Payable (AP)
Accounts Payable FAQ
Can AP payments be scheduled by “Input Batch”?
What is the field “Payment Category” on the Schedule AP Payments action screen?
I'm receiving an error that says “There is another AP payment cycle in progress” when trying to Print Checks. What does that mean and how do I fix this?
Accounts Payable (AP) Overview
Adding and Updating AP Vendors
AP Invoice Adjustments
AP Invoice Batch Scheduling
AP Invoice Manual Scheduling
Cancelling an AP Invoice Item
Correcting AP Invoice Item Amounts
Creating AP Invoices from a Purchase Order
Creating Recurring AP Invoices
Credit Memos
Entering and Editing AP Invoices
Entering a One-Time AP Vendor
Entering Prepaid AP Invoice Items
How to Enter an AP Invoice
Accounts Payable Workflow - Decision Tree
How to Enter an AP Vendor
AP - The Void Matrix
How to Post an AP Invoice
Issuing Multiple Checks to the Same Vendor
Merging Duplicate Vendors
Posting Invoices
Preparing and Printing 1099 Forms
Printing & Posting AP Payments
Printing & Posting Vendor Checks
Refunding an AP Invoice with a Credit Unpaid Amount
Scheduling Vendor Invoice Payments
Step-by-Step AP Invoice Cycle
Step-by-Step AP Payment Cycle
Correcting AP Invoice GL Accounts
Transferring Prepaid AP Invoice Items in Batch
Transferring Prepaid AP Invoice Items Manually
Un-Scheduling AP Payments in Batch
Un-Scheduling AP Payments Manually
Voiding an Unissued AP Check
Voiding AP Checks
Enter a Payment for AP Made Outside of Veracross
Processing Positive Pay and ACH Files
Cancel an AP Invoice Header
How to Add an AP Invoice for a One-Time Vendor
Can I create an asset from the AP Invoice?
Paying a Credit Card Statement before Receipts have been Received
Processing AP Invoices with HST/GST Tax
Accounts Receivable (AR)
AR FAQ
How can I have payments default to apply in a particular order?
Why doesn’t the total amount due display on the invoice document?
Can I create an AR Aging Report as of a certain date?
What does the Posting Process Date represent?
What's a quick way to change the VCPay registration status on an AR Invoice from "N/A" to "Required?"
Accounts Receivable (AR) Overview
Portal Invoices 2.0 Overview
The Accounts Receivable Invoice Cycle
Adding Student Charges to AR Invoices in Batch
Applying Charge Items to Invoices
AR Invoice Items
AR Invoice Processing
Cancelling AR Invoice Items
Cancelling AR Invoices
Charge Item Processing
Creating AR Invoices in Batch
Creating Catalog Categories
Creating Catalog Items
Creating Charge Items in Batch
Creating Charges from an Event
Creating Finance Charges
Creating Student Charges in Batch
Maintaining Student and Household Data
Marking Charge Items as "Ready for Invoice"
Marking Charges "Ready to Invoice" in Batch
Posting AR Invoices
Posting AR Invoices and Items
Catalog Item Listing
Removing Offsetting AR Items
Running AR Aging Reports
Setting Up the "My Invoices" Link
Splitting Charge Items into Installments (Manually & Batch)
Splitting Student Charges in Batch
Writing Off an AR Item
How to process a Withdraw with Student Billing
Configuring Split Charge Items
Transfer balances to next School Year Invoice
Composer for Student Based Invoicing
Composer for Household Based Invoicing
Non-Resident Payer Billing
What does the 'Reference Number' column represent on the Import Template for Purchase requisition?
How can I record a forfeit deposit in Veracross?
Can one applied payment/receipt be moved to another AR Item on the same Invoice?
How can I hide the Invoice from the parent on the Parent Portal?
Student Billing Module Journal Entry Flow
The School-Configurable "AR Invoice" Document
Business Data Importing
AP Invoice/Item Importing
Importing GL Budgets
IPS Payment Importing
Journal Entry Importing
Person Charge Item Importing
Point-of-Sale Transaction Importing
Receipt Importing
General Ledger (GL)
General Ledger FAQs
Can we write-off a pledge in Axiom that was written off in our legacy system without impacting the General Ledger?
How can Budget Managers download the 'GL Budget Detail' reports to an excel file instead of PDF?
How can I change the Cost Center for the GL Account?
How can I give access to a non-Business Office member to view specific GL Accounts when looking at Budget Reports?
How can I add a new GL Account?
How do I delete a GL Account that was just added by mistake?
In what order should the Accounting Year End process be performed?
I'm running a custom GL report that is subtotaled by GL account. How can I insert page breaks after each GL account number transition of the printed PDFs?
What does it mean when you receive an error that states "Posting prohibited for this GL Account"?
How do I prevent users from posting to future fiscal periods in Accounting?
Financial Statements
Running a Financial Statement ("FINS")
Navigating the Financial Statement Spec. List ("FINS")
Navigating the Financial Statement Report Log ("FINS")
Creating and Duplicating a Financial Statement Spec. ("FINS")
Creating a Financial Statement ("FINS")
Maintaining and Editing a Financial Statement ("FINS")
Posting Type in Financial Statement Specs ("FINS")
Formatting a Financial Statement Spec. ("FINS")
Adding Lines to a Financial Statement Spec. ("FINS")
Account Types and Cost Centers ("FINS")
How to Use Total Levels ("FINS")
Running and Creating Cost Center Reports ("FINS")
Statement of Functional Expenses
Chart of Accounts: GL Function Categories
Chart of Accounts: GL Function Codes
Assigning a Profit & Loss (P&L) Closing Account
Closing an Accounting Year End
Creating a Recurring Journal Entry
Generating GL Detail Reports
How to Set Dates in Accounting
I posted quite a few AR Invoice Items to the wrong GL Account, how can I update the GL account on the Journal Entry?
Payments
Payments FAQ
How do I know when a refund has been processed through the Payments Processing homepage?
Online Invoice Review and Payment
Braintree Custom Fields
Where I can specify the GL account for the Event Registration?
Processing
Cash Processing
Cash Reconciliation Overview
Applying Deposits to Invoices
Cancelling a Cash Receipt Header
Creating a Deposit
Entering a Simple Receipt
Issuing a Refund for an AR Invoice with a Credit Balance
Preparing and Printing Miscellaneous Checks
Bank Reconciliation
Posting Applications of Deposits
Refunding an Unapplied Deposit
Voiding a Cash Disbursement
Cash Reconciliation Overview
Entering a Cash Receipt Batch
Payment Processing
Applying Deposits to AR Invoices in Batch
Clearing Tentative AR Receipts in Batch
Entering AR Payments
Entering AR Payments via the Input Grid
Entering Tentative Receipts to Invoices
Invoice Payment Service (IPS) Processing
Manually Applying Deposits to AR Invoices
New Cash Receipt Process Changes
Posting the Application of Deposits
Processing Over-Payments to AR Invoices
Undoing Tentative Deposit Applications
How to Enter a Misc Cash Receipt
Purchase Order Processing
The Purchase Order Cycle
Purchase Order Workflow by Role
Purchase Order Processing Overview
Adding and Editing Vendors
Adding and Updating Purchase Requisitions/Orders
Completing and Reviewing Purchase Requisitions
Manually Reducing Open Commitments on Purchase Orders
Posting Purchase Orders
Printing Purchase Orders
Recording Purchase Order Receipts
Purchase Requisition Import Type
Blanket Purchase Orders
Purchase Order "Change Orders"
Property Control Processing
Adding an Asset
Disposing of a Fixed Asset
Property Control: Attaching Files to a Fixed Asset Record
Posting Property Control Depreciation Transactions
Running Transaction Summary Reports
Project Accounting
Project Accounting Overview
Adding a Project Type
Assigning a Project Manager
Entering/Editing a Project-task Master
Entering Project-task Numbers on Other Transactions
Project Reports
Project-task Activity
Property Control
Asset Categories
Asset Types
Depreciation/Property Classes
Fixed Asset Record Overview
Development
Donation Fund Transfer
How to Post a Donation
How to Cancel a Donation
Pledge Adjustments
Development Configuration
How can you refund a Donation?
Can parents make a donation the same page in the Parent Portal where they pay for the Invoice?
Recording a Donation From a Prior Period
VC Pay
VC Pay FAQ
Do our families need to register for VC Pay every year?
Does VCPay work with credit cards that are issued outside of the United States?
How do parents update their payment account?
Is Bluesnap, the payment provider used with VC Pay, available for international schools?
Does Veracross report late payments made through VC Pay to any credit bureaus?
How can I create missing VC Pay registration records?
Are convenience fees refunded when issuing a Credit Card or ACH refund?
How we edit the the message on VCPay Registration page?
I tested my VC Pay gateways — where is the bank transfer and my payout records in Veracross?
When will payments hit a school's bank account?
Is there a way to make our parents enroll in AutoPay when they choose a certain payment plan during ORE?
AutoPay
AutoPay Batch Header Record
Enrolling in AutoPay
AutoPay Schedule Builder
AutoPay Schedule Best Practices
AutoPay Communications
AutoPay Processing Workflow
AutoPay Payment Accounts
AutoPay Tune-Up Quick Start Guide
Non-Resident AutoPay Functionality
Weekend and Holiday AutoPay Processing Rules
How can I get a list of households that are not on AutoPay?
What happens if a payer enrolls in AutoPay late?
AutoPay Integrity Checks
Can parents enroll one student in AutoPay and not another?
How can I see the families/invoices that are not enrolled in Autopay?
AutoPay Automatic Approval
VC Pay Registration and ORE Integration
VC Pay Registration
Resetting Failed Enrollment Deposit Payments
Truth in Lending Act
VC Pay Action Menu Items on the Enrollment detail screen
Truth in Lending Act with Veracross
VC Wallet and Portal
Manage AutoPay Tab
Manual Invoice Payments with AutoPay
Giving Future Parents Access to Invoices
Saved Payment Accounts
VC Pay Processing
VC Pay Processing Overview
Mixed Payout in VC Pay
Payout with Only Donations in VC Pay
Payout with Only Receipts in VC Pay
Self-Service Refunds
VC Pay Payouts
VC Pay School-Paid Fees Billing
Guide for Business Offices during COVID-19
Managing the Fiscal Year (Business Office Tasks and Timeline)
Billing Portal Configuration
Online Enrollment Integration with Student Billing Support Workflows
Full PDF Download
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Webinars
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Updated Sep 12, 2019
Published 07/01/2019
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