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Finance Management System
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Knowledgebase Finance Management System

Chart of Accounts
  • Setting up the Chart of Accounts
  • Chart of Accounts: Setting up the 1098T
  • Chart of Accounts: Tuition Type and Assigning Course Tuition Rates
  • More topics »
1098T Tax Form
  • Chart of Accounts: Setting up the 1098T
  • 1098T: Tax Identification Number
  • 1098T: Releasing Tax Receipts
  • More topics »
General Ledger
  • Reports: Point in Time
  • Reports: 30-60-90
  • Reports: General Ledger Reports
Invoicing
  • Invoices: Manual Invoices
  • How do you invoice the registration cart?
  • Invoices: Batch Posting
  • More topics »
Emailing PAY NOW Invoices
  • Setting up PAY NOW Invoices (email and pdf)
Payment Plans
  • Setting Up Payment Plans
  • The Payment Plan Contract (Custom Letters)
  • Manual Plans vs Automated Plans
  • More topics »
Payments
  • Creating Scholarships: Athletic Scholarships
  • Setting up Scholarships
  • Creating Payment Types
  • More topics »
Registration
  • Registration: The Registration Cart
  • Dropped Courses
  • Batch Posting to the Registration Cart

Articles in this category

Navigating The Dashboard

The Finance Dashboard WIDGET: Receivables

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