Jessica Lara
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Activity overview
Latest activity by Jessica Lara-
Jessica Lara created an article,
Billing Setup Page Validation Errors: What They Mean and How to Fix Them
This article covers the validation error messages you may see when saving the Billing Setup page (Settings > Financial > Billing Setup). Most come from the billing email notification schedule and t...
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Jessica Lara created an article,
Autopay Payment Failed: Why It Happens and How to Resolve It
This article covers why an autopay charge fails in Finalsite Enrollment, what the system and the payer see when it does, and how to resolve each cause. Most autopay failures are resolved by the par...
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Jessica Lara created an article,
Refund Failed or Won't Process: How to Troubleshoot
This article covers two situations: when you cannot issue a refund (the option is missing or returns an error) and when a refund was issued but later failed. It explains the causes, where to see a ...
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Jessica Lara created an article,
Forms Troubleshooting: Red Error Banner in the Form Editor
This article covers the red error banner that can appear at the top of the page when you edit a form in the Advanced Form Editor. The banner always describes the specific error in its message. This...
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Jessica Lara created an article,
Finalsite Explore Settings: What You Can Do vs. What Support Needs to Do
Some parts of Finalsite Explore you can update yourself from your site's settings, while others are configured on the backend by our support team. This article breaks down which changes admins can ...
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Jessica Lara created an article,
Export Recommendation Form Data
Information collected on teacher recommendation forms does not write through to the student's contact record. This means the responses can only be seen in two places: on the submitted form itself o...
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Jessica Lara created an article,
Finalsite Leadflow Troubleshooting
Use this article to diagnose common issues with Finalsite Leadflow, where form submissions from your Finalsite Composer (CMS) site are not creating the expected records in Finalsite Enrollment (EMS...
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Jessica Lara created an article,
Duplicate Contacts & Households: Merge, Delete, or Leave Alone?
This decision guide walks you through whether to Merge, Delete, or Leave Alone a potential duplicate contact or household. For the step-by-step merge mechanics, visit the articles "Duplicate Contac...
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Jessica Lara created an article,
Search & Reports Cookbook: The 10 Most-Requested Lists
The Search & Reports tab in Finalsite Enrollment is one of the most powerful tools for pulling lists, tracking progress, and exporting data to other systems. This cookbook provides a ready-made "re...
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Jessica Lara created an article,
Troubleshooting Guide: Parent Cannot Access the Parent Portal
When a parent contacts your school because they can't log in or can't see their child's checklist, use this guide to identify the cause and resolve it quickly. Most issues fall into one of five sym...