Claire Frank
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Recent activity by Claire Frank-
Forms: Advanced Editor
Overview At various points throughout the year, you may need to make changes to your existing forms. A few common changes are updating form text or key dates, adding fields (questions), and adding/...
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Required & Optional Fees
Overview Required Fees and Optional Fees are both types of contract fees that can be set up in your Finalsite Enrollment site and triggered on the contract for students using contract fee rules. Th...
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Saving & Exporting Searches
Overview Within the Search & Reports tab, you can create a variety of custom searches and reports, each of which can be saved for repeated reference at various points in your process to get the mos...
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Financial Responsibility Overview and Best Practices
Overview When enrolling your families, it's important to have flexibility with contract access and financial communications. This is managed through the Financial Responsibility column, located on ...
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Autopay Best Practices
Overview Providing Autopay is a valuable time-saving feature for parents and schools. It reduces the burden of managing account receivables and speeds payment times for schools. For parents, it is...
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Billing: Setting the Financial Split
Overview Finalsite Enrollment Billing is built with the flexibility to support many custodial scenarios. The Financial Split percentages, which are found within the Parent Portal Access tab of a st...
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Billing: Accounts List Page
Overview The Accounts page is found within the Billing menu. Within this report, you can view the details of all billing accounts including payment methods, overdue accounts, upcoming payments, ...
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Creating a Test Student
Overview It's smart to have a test student or two in your Finalsite Enrollment system. This helps you see things from a parent's perspective and assist families. This guide will show you how to set...
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Billing: Import Billing Transactions
Overview Schools often need to import a .CSV file of ancillary transactions such as charges, credits, or payments. Read below for details on importing billing transactions in Finalsite Enrollment. ...
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Admin Portal Accounts: Permission & Access Controls
Overview When setting and managing Admin Portal Accounts, there are several options to grant permissions to users. This article covers how these permissions work in more detail. Enabling each of th...