Pending Dashboard
Changes
Electronic Reenrollment
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100
What are the 5 things the school is able to change/update for an individual customer while the payment plan is in the Pending status?
Demographics, banking information, change or customize the payment schedule, POM, add a student, edit a student, enter charges
100
Add the following transactions in for Millie Banks (101 031 237) for the AAM Training Academy 13/14 After School (Pending Screen): Willie: $5250.00 Tuition; $575.00 Financial Aid; $355.00 Books-Math Book; $100.00 Sports Fees-Uniform
Whoever enters correctly first - wins!
100
Would you be able to rollover all of the grade information for Christian Montessori School in St. Simons Island, GA prior to your 13/14 reenrollment training, or would you have to discuss the grades first?
You would be able to rollover 1st-6th grades prior to the training, but you would have to discuss the grades the Primary Half Day and Primary Full Day would be moved into.
100
When do you need to create an invoice profile?
When the school is utilizing Incidentals or Initial Invoice.
100
What important information can you put/find on the Online Payment Plan Profile page, that may help AAM's with a payer call?
Electronic Reenrollment information, specifics on the customer and/or student ID's, other information the school may want to relay to their customers.
200
Donna Frank from AAM Training Academy (13/14 School Year) was calling in to find out why her customer John Lemon is not showing up on her reenrollment list. What information can you give her? What would need to get done to get this customer setup for the 13/14 School Year?
This customer has not been assigned a payment plan. You would be able to enroll them into a payment plan and then they would show up in the list.
200
101 030 206-Bell Donna from the school calls to apply some Financial Aid - Good Student Award to this payment plan for Tim. $1000.00, to all remaining payments.
First to enter correctly - wins!
200
Dianne from Chaminade-Madonna in Hollywood, FL wants to know why student-Delia Wade is not showing up on her reenrollment list (13/14) What information can you give her? Could we get him on the reenrollment list?
His student information has not yet been rolled over. You would be able to roll over that student, assign him a payment plan and then he would show up on the reenrollment list.
200
How would you tell your school to view their eCashier page, but not actually create a payment plan - to verify that their eCashier page is setup correctly?
You would want to guide them to the Online Payment Plan Profile and have them click the Evaluation Mode link, or email the link to them.
200
What are the 3 ways the school can enter charges/credits to Pending payment plans?
1. In Mass (Open Column or Selected Records) 2. In the individual payment plan screen 3. Import the charges/credits
300
Donna from the AAM training school wants to send out a letter to her reenrolling customers before she starts entering balances to see if any changes are needed for the upcoming school year, prior to her change deadline. She already knows their payment plan choice, since that was included with their registration packet. Do we have anything she can use? If so, what? How would this be configured?
She would be able to send the Preference Letter. We would make sure that the Payment Options message said 'No', since she already knows their payment plan. She could also put her deadline for changes in the custom school message.
300
101 030 872-Robertson Donna from the school calls in stating that she input the Tuition amount incorrectly for Timmy. She entered $75,987.00, but it should have been $7,598.70. Please fix this change.
The first person correct - wins!
300
Francesca from St. Gregory School in Phoenix, AZ is calling to find out why she is not able to reenroll Shellie Lemm. What would you tell her is the reason? Is there a report that you can suggest to help Shelly with this situation for the future?
Shellie cannot be reenrolled until she pays her unresolved FACTS fees, and her financial account is not active. Shelly would be able to view the Invalid Status Report to see all of her customers that cannot be reenrolled and why.
300
101 030 216-Duo Donna from the school calls and stated that she should have charged the customer $300.00 not $250.00 for the registration fee on 8/1. Please fix this change.
First to get this correct - wins!
300
Can we add or remove the POM option once the payment plan has been finalized by the school?
ADD: Only if the school has something in writing from the customer, dated prior to the payment plan being finalized - document must be sent to us in order to add the POM. REMOVE: Only if the RP requests to remove the POM in writing, prior to the POM being sent to the bank.
400
Megan from Lancaster Catholic High School in Lancaster, PA wants to know if she can find out what address she who she sent her Preference letter to for Benjamin Pratt on 4/11. Is that something we can help her with? If so, where and how do we find this information.
Yes, we can find this by going into the Pending Dashboard, and by clicking 'View' under Notices. We can then click on the date/time link for 4/11 to see how and where the letter was sent for Benjamin Pratt.
400
101 030 531-Sylvester Donna calls and would like you to recalculate the payments so they divide evenly 11/5-6/5.
The first person to enter correctly - wins!
400
Kathi from North Hills Christian School in Salisbury, NC wants to know why her parent Ralph Baker is not showing up on her reenrollment list. Ralph has a new student who would like to attend 10th Grade for the 13/14 School Year. What information can we give Kathi? Can we get this new student on her reenrollment page? If so, how?
Ralph's student (Ashlyn Baker) that was on the payment plan last year graduated, therefore, they did not show up on the reenrollment list. We would find the old student under the Student Reenrollment page, roll that student into 10th Grade and assign them a payment plan. Kathi would then need to go into the student information for the old student, and edit it to show the new student's information.
400
101 030 224 - Jones Donna calls in and would like to add $500.00 to Air's Books to be redivided over the 10 remaining payments. Please make this change.
We would not be able to redivide the balance to include the 8/5 payment, as this invoice has already been generated. The school would be able to divide it over 9 remaining payments or make a new payment date, with an invoice to be generated for the difference tomorrow.
400
Pat Curly from Arcadia Christian School in Arcadia, CA calls in stating that her student Miriam Bilshalat is going to be attending the school for 13/14 School Year, but she terminated her payment plan. Can we reactivate it for her?
This payment plan was not terminated, it was deleted while in the Pending screen. She would be able to change the status back to Pending, then add the transactions for Miriam, then she will be able to finalize the payment plan.
500
What is the way that we recommend that the Preference or Verification Letters are sent out (if they want a good response) and why?
We recommend sending them out via paper. With email, we cannot guarentee the letter would be received (due to a bad email address - since we don't get bounce backs, or if it would go to the customers spam folder). The customer would also have to print off the letter to sign and return (if signature needed), in order to get the changes back to the school - since they are sent from a no-reply email address.
500
101 030 876-Bentley Donna from the school calls to add a new student to the payment plan. Please recalculate the payments to include the new student. Mary Bentley:Tuition $5444.00; Books $330.00
The first person to enter correctly - wins!
500
DOUBLE JEOPARDY!!! Allison Steed from Beacons of Hope, in Birmingham, AL would like to know if we can provide a report that includes the payment plan name - as their school has their campuses name included in the plan name. She would like to focus on the school Our Lady of Fatima that includes the details of their start date and balances. Is this something we can help her with. If so, how?
Yes, she would be able to pull up the Agreement Details Report and filter 'Our Lady of Fatima' in the payment plan name field, and select the Contains filter. This will include all payment plans including the name of Our Lady of Fatima and the details she would like on the report.
500
101 030 355-Grouch Donna calls in stating that the father of Ana came in and paid her balance in full with cash. Please make this change.
The first person to enter this correctly, wins!
500
What are the MOST IMPORTANT things that you would want to cover with a school during a reenrollment training - to ensure that they know what to do in their Pending Dashboard?
1. How to delete a payment plan 2. How to make changes on an individual payment plan (demo, banking, student info, POM, payment schedule) 3. How to enter charges 4. Reports for ER 5. Preference & Verification Letters
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