Financial

The Ledger

• Deleting Batch Transactions
• Adding Transactions to Ledger
• Viewing Batch Transactions History
• How do I enter transactions in Financial?
• Adding Batch Transactions By Family
• Adding Batch Transactions By Student
• Editing Batch Transactions
• AutoPost for Gradelink's Financial Payments

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Billing Sessions and Periods

• Balance Transfers
• How do I extend the Financial session?
• Billing Sessions
• Can multiple sessions be open at the same time in financial?
• Changing Transactions from Previous Years
• Billing Periods
• I'm getting a balance transfer error, what do I do?

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Statements

• How to Run a Statement for a Student
• Online Statements
• How to Run a Statement for a Family

Overview

• Tuition Billing Overview

Fee Types

• Copy Fees and Types
• Convenience Fees
• Fees and Fee Types
• How do I add convenience fees for the parents?

Reports

• AutoPay Reports
• Donations
• How do I print an enrollment contract?
• Receipts Report
• Financial Reports Overview
• Account Balances Report
• Aging Report
• Child Care Expenses Report
• Contract Post Warnings Report

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Pay Plans

• Pay Plans and Installment Charges
• How do I set up a payment plan?

Settings

• Batch Transactions Sibling Setting
• PaySimple PCI Compliance Questionnaire
• Payment Methods

Billing Categories

• Billing Categories