Customer Stories

Financial Management

The implementation process was fantastic. Everyone was so gracious and so wonderful and there were no stupid questions – every time we needed help, we were either a phone call or email away.

– Cynthia Boaz, Business Director, Christian School District

Have an Idea?

Let Your Voice Be Heard Do you have an idea that would improve your experience using FACTS products? We have a place for you to make suggestions and requests! Are you a FACTS Grant & Aid, Tuition Management, or Payment…
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Financial Management Grant & Aid Assessment Payment Forms SIS Tuition Management
Communication and Advancement

It’s Renewal Time!

Although it feels like we’ve just begun the 2019-2020 school year, it’s already time to gear up for renewing payment plan and financial aid assessment options for the next school year. The 2020-2021 renewal process is easy. The primary FACTS…
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Financial Management Grant & Aid Assessment Tuition Management
Communication and Advancement School Operations

Tuition Rate Display Options

In the Grant & Aid system, you have two options for tuition rate configurations. See which one works best for your school. Option 1: Default This option is best if you only have one standard tuition rate or if you…
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Financial Management Grant & Aid Assessment Tuition Management
School Operations

Removing Pending Agreements

Occasionally plans change and you’ll need to remove an agreement from your pending list or remove families from your roster in the FACTS Tuition Management system. Here’s your guide on how to do it! Deleting pending agreements has two purposes:…
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Administration Admissions Professional Development Tuition Management
School Operations

Update Your Contacts in FACTS

It’s that time of year to make sure your contacts and school enrollment size are updated in the FACTS Tuition Management and Grant & Aid Assessment systems. To update your enrollment size, please contact your account manager or account management…
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Grant & Aid Assessment Tuition Management
School Operations

Incomplete Applications and Pending Agreements

FACTS Grant & Aid Incomplete Applications Unsure why an application is marked incomplete? In the FACTS Grant & Aid dashboard, hover on “Grant & Aid,” then click on “Dashboard” from the drop down to see the information that’s missing.  …
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Grant & Aid Assessment Tuition Management
Communication and Advancement School Operations

The Grant Management Tool

Grant Management is a great tool for tracking funds and award decisions for FACTS Grant & Aid users. It allows the award information to be used in reports, tracks award data from year to year, and gives the ability to…
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Financial Management Grant & Aid Assessment
Communication and Advancement School Operations

What’s a Renewal Fee?

If you have a payment plan which extends for more than 12 months, it will be charged another enrollment fee. Payment plans that are active, have at least three future scheduled institution payments, and have reached an increment of a…
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Tuition Management
Communication and Advancement School Operations

Delivering a Seamless Experience Schoolwide: Deerfield-Windsor School

Overview In 1977, Deerfield School and Windsor Park Academy merged to form a premier college preparatory school — Deerfield-Windsor School. The elite, Albany, Georgia-based K-12 institution serves nearly 600 students from 12 surrounding counties with a focus on STEM subjects….
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Financial Management SIS Tuition Management

End of Year Resources, Reminders, and More

As the end of the school year approaches, we’ve compiled a few tips and reminders for our Tuition Management and Grant & Aid Assessment clients, so you can wrap things up efficiently and have a stress-free summer. Managing Delinquencies Need…
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Financial Management Grant & Aid Assessment Payment Forms SIS Tuition Management
Communication and Advancement School Operations

International Payments Made Easy

International students can enrich your school community, enhance your tuition revenue, and help students learn about cultural diversity. With the introduction of international students, administrators often have to adjust certain processes – in particular, they’ll have to navigate the complexities…
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Financial Management Payment Forms Tuition Management
Communication and Advancement School Operations