Claire Frank

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Activity overview

Latest activity by Claire Frank
  • Claire Frank created an article,

    Rollover for Continuous Enrollment Schools

    Overview Schools using the Continuous Enrollment feature will have additional workflows to consider when it's time to rollover returning students in preparation for the next term. This article outl...

  • Claire Frank created an article,

    Communication Permissions

    Overview Permissions give your admins and users access to different components of the SchoolAdmin system. They can be configured by any System Admin. To learn more about how to configure Admin Acco...

  • Claire Frank created an article,

    Billing: Reports and List Pages Overview

    Overview Within the Billing Module, there's a variety of reports available to track financial data in different ways. Read below to understand how you can utilize each of these reports to fit the n...

  • Claire Frank created an article,

    Reapplying a Large Payment

    Overview When a parent makes a large one-time payment and then wants to have that payment spread across their plan so that it reduces each monthly charge rather than applying all at once, you will ...

  • Claire Frank created an article,

    FACTS: Unique Workflows

    Overview Some schools may have workflows that require a workaround for an efficient connection between SchoolAdmin and FACTS. These workflows include but are not limited to the following: Differen...

  • Claire Frank created an article,

    FACTS: SSO Integration

    Overview With the FACTS SSO integration, tuition and fees are NOT passed over from SchoolAdmin to FACTS. This means that all FACTS agreements will be manually set up and you will simply be offering...

  • Claire Frank created an article,

    FACTS: Overview and Integration Options

    Overview FACTS is a software that offers tuition management through different platforms. The SchoolAdmin platform has a partnership with FACTS to offer an integration for Tuition Management. Please...

  • Claire Frank created an article,

    FACTS: Web-Provided Integration

    Overview With the FACTS Web-Provided integration, there is a one time push of tuition and fees are passed from SchoolAdmin to FACTS. This integration option is for schools that have yearly contract...

  • Claire Frank created an article,

    SchoolAdmin Payments: How to Manage Customer Disputes

    Overview Payers have the option to dispute a payment directly to their bank or card merchant. Continue reading to learn more about the process of disputes and where/how they can be managed within y...

  • Claire Frank created an article,

    Billing: How to Make Changes to Past Charges/Payment Plans with Contract Regeneration

    Overview In some cases, it is necessary to regenerate a contract in order to adjust past charges on a parent/payer's ledger. There are different ways to accomplish this, depending on certain scenar...