Information to Run Your Program

January 2023  ●  Issue #122  ●  SM 8.0.118  ●  AW 3.5.072 / 4.0.072

Upcoming Events

For Directors

Join us in the ACEware Virtual Café in 2023 for coffee and conversations with your colleagues. This gives you the opportunity to talk about what’s on your mind related to ACEware software and processes. Establish connections with other CE professionals who do what you do!

Register Now!

January Webinar

To start the new year, we are going to share best practices that are universally applicable to all programs. We know each program is unique and that based on your program goals, mission, staffing and visions, you can and should adjust to meet your unique needs.

Register Now!

ACEweb Emergency Emails

With ACEweb version .72, staff can send emergency emails to registrants in classes meeting on a specified date.

For this example, we sent an emergency email for classes meeting on February 2. The inset is an example of the email the student receives.

The feature has a text file with a default message built for you. You can modify the message and subject line before sending, if desired.

New ACEweb Design Templates

With ACEweb .72, we are also releasing an updated Responsive Web Design template set.

See the updated design on our ACEware University Website.

Contact Sharon for pricing if you are interested in updating to the new template set!

ACEware Cloud Development Update:

Payment Service

With the Holidays behind us, we're diving into the new year with payments as our next milestone!

Brandon has been diligently working with Braintree, which will be our first payment gateway option.

This robust platform will allow you to accept many different payment types, from PayPal balances, credit cards, and even other options through PayPal like debit cards and bank accounts!


Gone are the days of AW-Pending payments and the, "fire and forget," system of sending off the transaction to the gateway and hoping to hear back. Payments in the cloud environment are immediately authorized (or declined). This space-age smart tech will automatically determine that, if a CC payment is not eligible to be voided, it will allow you to refund to the student without having any extra steps as with redirect payment gateways!

Contributed by Jason

ACEware New Goodies

Student Manager

Student Manager 8.0.118, released January 11, 2023:

  • We've added a Gift Card optional module to sell and use Gift Cards.
  • We added the Staff dropdown to the Email Instructor Roster and Name Quick Email areas so you can send a copy to a staff member.
  • We fixed a few bugs and routines.


ACEweb 3.5.072/4.0.072, will be released by January 31, 2023:

  • We've released a new Responsive Web Design Template Set.
  • Staff can send Emergency Emails.
  • We added support for the new Gift Card optional module.
  • We added several enhancements to the Quick Pick module.
  • We fixed a few bugs.

See the full list of features and fixes in our Forums:

Tip of the Month: Resources

Happy New Year, everyone!

With the start of the new year, we have seen and heard that there are many new faces in your offices. If you have new staff members that need to get up to speed (or if you need a refresher for yourself), we have plenty of resources to help you along the way! Most of these resources can be accessed via our website:

Webinar Archives – Is there a recent webinar that you couldn’t attend? Our webinar archive has a tab for our most recent webinars, so you can still get the information! In addition, there are tabs for specific roles, including Keepers of the Flame, a SM 101 for new users, marketing and registration staff, and more. If there is a slide deck available for the webinar, that is also available in the archive.

Online Help Guide – You can access this via our webpage, through the Help > Help Menu selection in Student manager or by clicking the Help button  on the toolbar in Student Manager.

This knowledgebase is filled with so much information! Do you need to know the name of a field for a report? You can find that in the Student Manager Screen Layout Section. Do you want to modify a report? That information can be found in Student Manager Topics > Reporting > Modifying Reports.

ACEware Forums – Our Forums are the best way to get information on updates. You can see a detailed list of items that were added and fixed for each update, and there are separate threads for Student Manager, ACEweb, SQL, and QuickPick. If you create an account, you can subscribe to the threads that you would like to be notified about.

ACEware Newsletter Archive – You can review previous monthly newsletters, which include a Tip of the Month and a Report of the Month. You can also send new staff members to this page to sign up for the newsletter, so they get all the new information sent directly to them.

If all of those resources don’t get you the answers that you need, you can also reach out to your technician.

Wishing you all the best in 2023.

Contributed by Susan

Report of the Month:

Invoice Summary with Totals

Happy New Year!

Hopefully 2023 is off to a great start for each of you. And what better way to start off the year than by catching up with the folks who still owe you money from last year?


If you’re looking for something easy, I’ve created a report titled Invoice Summary with Totals. It’s run under Reports >> Invoices >> Aging Report, and it gives you a summary that includes invoice number, firm/payer, number of registrations associated with the invoice, due, paid, and balance. You’ll also get a total at the end of the report.


Does this sound like something that might help you? Contact visit your technician or visit our report templates webpage to download the report!

Contributed by Lindsey

To your continued success,

- Chuck, Sharon, Cheryl, Jason, Joe, Lindsey, Matthew, Stein, and Susan

Newsletter Archive   Demos   Events   Webinar Archive   Online Help

Facebook      LinkedIn      YouTube      Email

We appreciate hearing from you! If you have questions, comments, or

suggestions about this newsletter, please contact

Celebrating 35 Years of Partnership

with Continuing Education