Financial Permissions – Finalsite Enrollment

The Financial permission gives admins and users access to financial data: tuition and fees reports, contract management, financial-grouped fields, and (for Billing Module schools) the entire Billing tab and tools. Often paired with Admissions Permissions for fuller access.

💡Quick Answers

What list pages does it unlock? The Net Tuition & Fees Report under the Enrollment tab (requires Enrollment Permissions too).
What does it unlock in Search & Reports? Searching and displaying Tuition & Fees, Tuition Assistance, and Scholarship grouped fields, plus bulk generating or downloading contracts.
What does it unlock on the contact record? The Manage Contract menu (Generate, Preview, Delete), submitted contracts under Form & Document Submission History, and notes/activities/emails with the Financial visibility permission.
What about communications? Submitted contract notifications go only to admins with Financial permission, even if other accounts have opted in.
What extra access do Billing Module schools get? The Billing tab and list pages (Accounts, Ledger, Students, AR Aging Report), the Billing import tool (Admin/System Admin only), the Billing tab on contact records, and the ability to adjust financial splits.
Can fields in the Contact Widget be restricted by Financial permission? No. The Contact Widget shows fields regardless of which permissions are set.

The Financial permission option provides access to:

Communications

User notifications for submitted contracts. These will NOT be sent to admin accounts without financial permissions, even if the account has opted in to receive them.

List Pages

Tuition & Fees Report under the Enrollment tab. Note: Enrollment Permissions are also required to view this report.

Search & Reports

Searching or displaying columns for field data that are grouped under the Tuition & Fees, Tuition Assistance, or Scholarship grouping.

Bulk generating or downloading contracts.

Contact Record

Manage Contract quick actions (i.e. Generate/Regenerate, Preview, Delete).

Any submitted contracts under Form & Document Submission History.

Notes, Activities, and Emails that either have no visibility permissions set within the Recent Activity section, or that have the Financial visibility permission set.
Please note: Fields that are added to the Contact Widget section of the contact record will be displayed regardless of which permissions are set.

Settings

Financial Settings pages (Admin and System Admin roles ONLY).

Billing

For clients using the Billing module in Finalsite Enrollment, the Financial permission option also provides access to:

Billing tab and associated list pages (Accounts, Ledger, Students, AR Aging Report)

Billing import tool (Admin and System Admin roles ONLY).

Billing tab on the contact record.

Ability to adjust financial splits.