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Financial Management

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Financial Management

Financial School Year Prep Series

The new school year is here — is your FACTS system ready? This on-demand series, presented by Financial Consultant Denise Jordan and recorded August 4–6, 2026, walks you through verifying key data and settings so you can start the year with fewer errors and more confidence.

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Financial Management

Optimizing FACTS Payment Plans Options to Work for You

Set it up right before the year begins. In this on-demand session recorded January 21, 2026, Denise Jordan covers the payment plan settings and shortcuts that simplify your 26–27 billing process from day one.

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Financial Management

Find Out the #1 Overlooked Step for Accurate Billing

A clean roster means accurate billing. In this on-demand session recorded January 28, 2026, Denise Jordan shares the practical steps that keep your student roster up to date — and your business office out of cleanup mode.

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Financial Management

FACTS Power Tips: Confidently Preparing Pending Agreements

Pending agreements don’t have to pile up. In this on-demand session recorded February 4, 2026, Denise Jordan walks through the tools and reports that reduce manual work and keep your payment plan prep on track for 26–27.

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Financial Management

Spring Financial Clean-Up Strategies

Get ahead of year-end financial headaches. In this on-demand session recorded March 25, 2026, Denise Jordan covers the strategies that help your business office wrap up cleanly and transition into the new year with confidence.

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Financial Management

Checks to Clicks: Solutions for Non-Tuition Charges

From field trips to after-care, collect it all online. In this on-demand session recorded April 1, 2026, Denise Jordan walks through Incidental Billing and Payment Forms — and when to use each one.

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Financial Management

Billing Best Practices: Servicing Payment Plans with Confidence

Clean billing starts with the right workflows. In this on-demand session recorded May 13, 2026, Denise Jordan walks through payment plans, mid-year changes, and the fixes that keep your business office on track.

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Financial Management

Summer Financial Clean Up: Tasks for a Smooth Transition

Close out 25–26 with clean records and set 26–27 up right. In this on-demand session recorded June 3, 2026, FACTS Financial Consultant Denise Jordan covers the billing tasks, balance transfers, and roster cleanup every business office needs to tackle before summer ends.

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