Show:
School Setup
Changes
ER/In Process
Random I
Random II
100
If the Institution would like their Pre-School and their Elementary Schools reporting to show seperately, do we create 2 different schools or just create 2 different terms?
Since they would like their reporting to be seperated, we would need to setup 2 schools.
100
What do we called the hold where we stop any attempts, including FACTS EF's and RPF's?
Inactive-NBS Hold
100
What is the purpose of Electronic Reenrollment?
To rollover customers/families demographic, payment plan and banking information without the family having to create a new payment plan.
100
If the school would like to add an adjustment reason for there next change, what are the two ways they could do that?
Either in the adjustment reason tab on the term, or when making a change they can choose new adjustment reason in the drop down menu.
100
Why do we recommend requiring the student grade?
Because that information is used in the Reenrollment Process to rollover the students.
200
How can we identify if the school migrated from 1.0 to 2.0 on Enterprise?
If the school has a TMG 1.0 ID listed on the General Information page.
200
What information do we need in order to do a bank change for an Institution?
1. Voided check or something on Bank Letterhead including the account information (acct #, rt # and checking or savings) 2. Effective date of change on school letterhead-signed or email from a contact at the school with the effective date.
200
What would be the process to add a new student in the Pending process?
Go into the individual agreement, select the 'Student' tab and click 'Add' to add the new students information.
200
What all should we do when there is a Primary Contact change for a school?
We should inactivate the contact, deactivate their user account. Check eCashier and correspondence information to see if the contacts name is listed to be changed as well.
200
What format do we use for the user name for contacts at the school?
First three letters of the first name, then first three letters of their last name and their school ID. Mary Smith: marsmi111
300
What Intitution Account needs to be created if an Invoice product is offered?
Overpayments.
300
When would you Reallocate a Balance on a payment plan? Give me an example.
When a balance was entered to the incorrect sub-account. Ex: $1000 balance for tuition, but $100 should have went to books. You would do an adjustment to move $100 from the tuition sub-account to the books sub-account.
300
What does the Change Payment Plan do, than modifying the payment schedule does not?
Changes the Payment Plan name listed on the Agreement
300
If the school would like to add a late fee to their late bills, what information would you need to ask them?
Flat dollar amount or a percentage? Do you want a grace period?
300
What file do we need to use to upload transactions for billing?
CSV File
400
What are the 4 Payment Plan Integration Methods?
1. Institution Finalized 2. Consumer Entered 3. Institution (School) First 4. Consumer Entered-Initial Invoice
400
Name 4 different ways that you would be able apply a balance adjustment decrease.
1. Off the end of the balance (End of Payment Plan) 2. Off the next scheduled payment 3. Payment Schedule Manually 4. All remaining payments
400
What would you do if the school calls you to tell you that the parent's check you applied returned back as NSF?
Reverse the payment.
400
Name the 4 different ways you can clear the balance.
1. Agreement (entire balance) 2. Student (Joe Smith) 3. Sub-Account (Books on entire agreement) 4. Student/Sub-Account (Joe's Books)
400
Where can you adjust multiple agreements at one time?
Mass Balance Adjustment screen
500
If an Institution is stating that they would like to have their policy on delinquent tuition listed on returned payment letters from FACTS. Where would you update this information?
Custom Returned Payment Payment Fee Notice
500
What specific information is housed when we apply a payment compared to adjusting the balance?
Payment Method, Number (if check or money order)
500
How do you move an Unresolved Balance to available?
Decrease the balance on the unresolved payment, and add it to an existing payment, or add a new payment date.
500
What are the 3 ways that we can add Billing Transactions?
1. Manually Add 2. Import Transactions 3. Export then import Transactions.
500
What happens if the school does not run their Month End Process in a timely manner?
The system will run it automatically.