Hi Pam,
We've made a full round of updates based on your feedback from the past few weeks. Everything is live right now. Do a hard refresh in Chrome (Cmd + Shift + R) and you'll see all of these changes.
Here's a walkthrough of every change, what it does, and what you need to do (if anything) to take advantage of it.
The floating ✨ Ask AI button has moved from the bottom-right corner into the top navy bar, where it's always visible no matter what screen you're on. When you're inside a school, 📧 Inbox and 📁 SharePoint also appear there so you can jump directly without going back to the main menu.
✨ Ask AI
📧 Inbox
📁 SharePoint
⚙ Firm Profile
Sign Out
↑ Top bar when viewing any school — Ask AI is always visible on every screen
- Ask AI is now on every screen — ask general AUP or Step Up compliance questions anytime
- When inside a school, Ask AI uses that school's documents for context-aware answers
- Inbox and SharePoint links appear in the top bar only when you're inside a school
You can now see binder completion without going back to the Season Grid. Progress shows in two places:
Academy of Excellence
DOE #5266 · Fiscal Year 2025-2026
35% complete 12/34 items
34 files across 15 tabs
↑ Top right of every school header — always visible, no need to go back to the grid
Document Sections
↑ Every tab in the left sidebar now shows a mini progress bar (items done / total)
If you accidentally mark a binder item as received, you can now undo it. Hover over the green ✓ Received button — it turns red and shows ↩ Undo Received. Click it to unmark.
For the bank statement issue: You mentioned you accidentally marked bank statements as received before you had them all. Go to Tab 3A, find the bank statement items, hover the green button, and click Undo Received. The system will treat them as still pending.
The status email draft now shows editable To and CC fields directly in the modal.
To
Eunice Williams <ewilliams@theaoejax.com> ×
Lureen Laster-Kee <lkee@theaoejax.com> ×
+ add email, press Enter
CC
Keith <keith@jaxflacpa.com> ×
+ add CC, press Enter
Subj
Step Up AUP – Academy of Excellence – Document Status Update
- Keith is automatically added to CC on every email — you can remove him with the × if needed
- Remove any school contact from the To line by clicking the × on their chip
- Add additional recipients by typing an email and pressing Enter
- Email body now uses the correct fiscal year (2025–2026) instead of hardcoded 2024–25
Once you import an attachment from the inbox, that email disappears from the list. The inbox now only shows emails that still have work to do.
- Emails where all attachments are imported are hidden — keeps the list clean
- A "▾ Show X already imported" toggle appears if any are hidden — click to see them
- The ↻ Refresh button crash is fixed — it was passing a click event as a search query, causing a JSON error. Now works correctly.
Searching for Eunice's emails: The inbox only loads the 20 most recent emails on first open. If Eunice's emails aren't in that batch, type her name in the search box and press Enter — this searches your entire Outlook mailbox, not just the recent 20.
The bank rating lookup was failing for any multi-word bank name (Wells Fargo, Bank of America, JPMorgan Chase, etc.) because the FDIC's search engine doesn't handle spaces in name queries the way we expected. The lookup now uses a smarter approach that works for all bank names.
- Wells Fargo, Pinnacle Bank, and all other banks now resolve correctly
- The "Open Bauer Report PDF" link now opens the correct page on BauerFinancial.com (was pointing to the wrong URL format)
What to do: Go to Tab 3A for any school → scroll to the Bauer Financial section → type the bank name and click Look Up. Wells Fargo should now resolve to "Wells Fargo Bank, National Association" with the correct Bauer link.
After you confirm the star ratings for a school in Tab 3A, a 🖨 Print Bank Rating Report button appears. This replaces what you currently print from Bauer and write on by hand.
- School name and DOE number pre-filled — no handwriting needed
- Each bank listed with its confirmed star rating and FDIC certificate number
- The Bauer star rating definitions table is included
- A certification statement and signature lines for the school representative — not Keith. The school administrator certifies that those are their accounts.
- Print from the browser or Save as PDF
How to use: Tab 3A → type bank name → Look Up → click the stars to confirm the rating → the 🖨 Print Bank Rating Report button appears at the bottom → click → print the new window.
Tab 5A (Financial Statements) now has a fourth item: Payroll Reports, alongside Balance Sheet, P&L, and General Ledger.
Tab 5A: Financial Statements
Balance sheet, P&L, full General Ledger, and payroll reports from QuickBooks
Balance Sheet (as of June 30) School
◻ Mark Received
Profit & Loss Statement School
◻ Mark Received
General Ledger (full year) School
◻ Mark Received
🆕 Payroll Reports School
Payroll summary or detail reports for the fiscal year (July 1 – June 30)
◻ Mark Received
- Files named with "payroll," "payroll report," "payroll summary," or "payroll register" auto-route to Tab 5A
- Works for SharePoint imports, zip imports, and email imports
The AUP Report has been completely rebuilt. It now renders as the actual SUFS form with clickable Yes/No checkboxes right where they appear in the official template — no separate readiness form, no separate steps.
Section III.B — Bank Reconciliations
1. Obtain the bank reconciliations associated with the bank statements inspected in step III (A) (2) above. Verify whether reconciliations of all bank accounts holding scholarship funds were completed for these three months within 60 days of each month end and if reconciling items were resolved prior to the bank's deadline for reporting errors.
☑Yes
☐No — Material Exception
Click an option to select it. Click again to deselect.
- Every Yes / No / Material Exception / Reportable Exception is clickable directly on the form
- All changes save automatically as you click — no Save button needed
- School name, DOE number, bank names, GL totals, student counts, and instructional days auto-fill from the portal
- All procedure text is verbatim from the 2024-2025 SUFS template
- Printed output: clean black-and-white ☑/☐ checkboxes — no colors, no portal branding
How to use: Open any school → click 📋 Generate AUP Report in the header → work through each section clicking Yes/No → Print / Save as PDF when complete. Changes are saved as you go.
The student roster parser was treating all non-UA students as FES-EO because it couldn't find the scholarship type column in Step Up's export format. Three issues fixed:
- FTC (Florida Tax Credit) is now its own category — was silently counted as FES-EO before
- ProgramName column now recognized — Step Up's export uses "ProgramName" which the old parser couldn't find
- Title row skipped — the "ReportingExport_2_6_2026…" line at the top of the export is now ignored automatically; the parser finds the real header row
↑ Academy of Excellence correct breakdown: 107 FES-EO · 26 FES-UA · 4 FTC · 10 required sample
Action needed: Go to Tab 4A for Academy of Excellence → Student Sample section → click ↻ Parse Roster on the existing file. The breakdown will update to show 107 FES-EO / 26 FES-UA / 4 FTC correctly.