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.

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.

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.

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.

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.

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.

Mastering Donor Retention: Winning FACTS Giving Strategies

Let's face it: keeping donors engaged and continuously supportive is no walk in the park. As you start planning your spring fundraising efforts, here are our top tips on how you can master donor retention and create a lasting impact.