Module 7 - Financials - Contents

The Financial Module is intended to teach admins how to set up Financials for a given academic year and then the basics of how to charge customers and record payments.  Additional topics and Financial Agreements are covered in the appropriate KBA sections.

1. Financials - Overview
2. Financial Set Up, Pt. 1 - Enroll Customers
3. Financial Set Up, Pt. 2 - Accounts and Categories
4. Financial Set Up, Pt. 3 - Payment Plans
5. Customer Accounts
6. Charges, Pt.1 - Manual Charges
7. Charges, Pt. 2 - Transaction Batches
8. Charges, Pt. 3 - Financial Agreements (Intro only)
9. Charges, Pt. 4 - Custom Financial Forms
10. Payments, Pt. 1 - Online Payment demo
11. Payments, Pt. 2 - Check Payments
12. Payments, Pt. 3 - Cash, etc.
13. Editing Transactions