Product Category
Financial Management
Top Elevate Sessions for Business Managers
Have you started planning your schedule for Elevate 2023 yet? To help you get started, we’ve handpicked some sessions perfect for the Business Manager in your school.
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Getting Started with FACTS
Whether you’re just getting started with FACTS or looking to refresh your skills, it’s important to have a resource to turn to for basic training. Learn more about the New Contact Training center and what modules are available for users.
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How to Record an Institution Issued Refund
Are your refunds accurately captured in your system? This helpful step-by-step guide shows you how to get started with updating your school refund records.
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The Importance of Financial Literacy and Its Impact on Students
Financial literacy isn’t just for adults. We’re taking a closer look at how teaching students to manage their finances from an early age can set them up for higher education and future financial success.
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How to Update Your Roster in Tuition Management
It’s always a good idea to make sure that your records are accurate. Let FACTS walk you through how to clean up your tuition management roster and ensure that student data is correctly reflected in your system.
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Financial Aid Trends for Independent Schools
The numbers of financial aid applications continue to rise and the complexity around assessing families does too. In this report, we’re helping to break down the factors contributing to trends you may be seeing at your own school. Get your copy!
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Help Families Manage Their Finances with FACTS
FACTS makes it easy for schools to help families manage their finances. Whether you’re making tough aid decisions or adjusting fees, these tools will keep both schools and families on track.
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Creating More Efficient Financial Aid Award Committees
Creating efficient processes for your award committee process helps save your school valuable time, better serves your families and more.
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Tuition Management: Agreement Status Changes
This month, we’re explaining payment plan statuses to help manage agreements during the summer and early fall. Inactive Hold vs. Terminated Placing an agreement on hold will stop institution payments from processing until the status is changed back to active.
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