Claire Frank
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Articles
Votes on activity by Claire Frank-
SchoolDoc Export
Overview SchoolDoc is a health record system designed specifically for K-12 schools and educational institutions. If your school is using SchoolDoc, we can build you an export that will allow you ...
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Billing: How-to Merge or Delete Contacts with Billing Accounts
Overview Parent/Guardian records with Billing ledgers attached to them can be merged or deleted if necessary. In this article How to Merge Billing Records How to Delete Billing Records How to M...
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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...
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FACTS: Unique Workflows
Overview Some schools may have workflows that require a workaround for an efficient connection between Finalsite Enrollment and FACTS. These workflows include but are not limited to the following: ...
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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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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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Payments: Refunding a Payment
Overview One of the benefits of Payments is the ability to issue full or partial refunds to parents/guardians directly within the Finalsite Enrollment system. Electronic check or credit card paymen...
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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...
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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...