The Book Bag - All Comments

re: List Lady: Classes Not Appearing in FAWeb Gradebook: PART II

Doctorset — Fri, 20 Nov 2009 23:10:04 GMT

This is the welcome page for the dentaldoctor.us Association web site.

re: Ensure Your Attendance Cycle Days are Correct After Labor Day

Doctorset — Fri, 20 Nov 2009 23:10:01 GMT

This is the welcome page for the dentaldoctor.us Association web site.

re: Tracking Changes in Student Schedules

Doctorset — Fri, 20 Nov 2009 23:09:59 GMT

This is the welcome page for the dentaldoctor.us Association web site.

re: List Lady: Classes Not Appearing in FAWeb Gradebook: PART II

Doctorset — Fri, 20 Nov 2009 17:05:37 GMT

This is the welcome page for the dentaldoctor.us Association web site.

re: List Lady: Lists of Posting from FAWeb barriers

effishemaxife — Fri, 06 Nov 2009 01:25:33 GMT

Hi all wanted to introduce myself!! I look forward to being part of this comunity.

re: Tips from a Troubleshooter: Aiding (But Not Financially) with Financial Aid

Anthony Tomaino — Thu, 25 Jun 2009 18:35:30 GMT

Well put Sean. The biggest piece of this post that always trips people up is how fiancial aid applies when it's generated. Unless I'm sadly mistaken, financial aid is always less than tuition but usually follows the same schedule. If you don't use this new option to have them apply by period, the future months of aid will apply back to old months of tuition. It doesn't hurt anything per se, but it makes the activity tab harder to read.

Ex. If tuition is $10,000 for the year and they are on a 2 payment plan it will generate 2 charges: $5,000 and $5,000. If financial aid is $5,000, it will generate 2 credits: $2,500 and $2,500. So if you leave it as is, the entire $5,000 of financial aid applies to the first charge in the plan.

I say DEFINITELY use application restrictions, but always test on one record first before you add it to everyone to ensure you have it set up right.

re: Admissions and Registrar's Office Distance Learning Classes

Katie Infinger — Tue, 26 May 2009 19:50:04 GMT

Hey Judy,

There are several ways to update statuses on multiple applicant records. You may want to check out Knowledgebase solutions BB271880 and BB181280 for steps. Because I'm not familiar with how your school has checklist tracks set up, I can't recommend which process will be the best for you, just make sure you have a database backup before trying them.

-Katie

re: Admissions and Registrar's Office Distance Learning Classes

Judy Saunders — Mon, 25 May 2009 15:36:31 GMT

Is there a way to change applicant's status from applicant to accepted to enrolled to incoming without opening each individual record each time there is a change to status?

re: 'Tis the season for advance deposits and simpler data entry

Anthony Tomaino — Wed, 11 Mar 2009 14:14:15 GMT

Hey Mary Ann,

This is great. I'm talking to a lot of old friends here. Well you're definitely the norm with how you handle it (receiving the checks first). With respect to it splitting evenly between students, that's just how it defaults. You can always edit the amounts. The Advance Deposits aren't created until the payment is saved, so you always have a check there.

Take care!

re: 'Tis the season for advance deposits and simpler data entry

Mary Ann Rogers — Fri, 06 Mar 2009 17:01:00 GMT

Hi Anthony,

For the most part we enter advance deposits as checks are received.

I am concerned about it splitting evenly betweend the students. We have different amounts for the different divisions and for financial aid recipients. Also, sometime the parents write a separate check for each student. I would perfer it if there was an option to leave amount blank and fill in the correct amount.

We also have differnet billing items for different payment plans. The amounts on the billing items are blank.

re: 'Tis the season for advance deposits and simpler data entry

Anthony Tomaino — Mon, 02 Mar 2009 20:05:46 GMT

Hey Penny! So you enter your advance deposits through payments. When you upgrade to 7.78, the only difference for you is that instead of typing in the bar in the bottom, there will be a check box you just need to check that says "create advance deposit from this payment" and it will default in the student records, the amount, and if you only have one billing item for advance deposits it will default that in too. If you have multiple active students, it will split the money up between the childdren. Then you just need to save and close the payment. This will create both the payment and the advance deposit for all kids.

re: 'Tis the season for advance deposits and simpler data entry

Penny Thie — Wed, 25 Feb 2009 20:57:25 GMT

This sounds promising Anthony. I know you've worked with us on the GL Reconciliation Side of this and told us this was in the works. How will this effect those of us who have already started entering Adv Deposits? We enter as a deposit and and use the advance deposit bar at the bottom creating the charge. Thanks.

re: Get the New Year off to a good start and set up Online Course Requests and Enrollments

Nate Hall — Wed, 25 Feb 2009 16:24:13 GMT

Great Scott I'm glad to hear that it's working well for you! As for closing a course once it is full, if you have the courses listed individually to be used, then you can remove the courses from the availability list once you find out they are full.

For instance, I set up groups for English with all English courses using a query of Depart = English, School = Upper School. This returned all Upper School English courses. Once I wanted to designate one as "Full," I adjusted the query by adding Course ID does not equal English III. I checked the students with those existing requests and they were fine, but students without that request could no longer select the course. This could also be modified to have a query with all the courses if you didn't want to do it by department.

Hope this helps! I know it's not perfect, but just something to think about.

Nate

re: Get the New Year off to a good start and set up Online Course Requests and Enrollments

Scott Duschen — Fri, 13 Feb 2009 16:35:55 GMT

We are using the online course registration for the first time this year and it is working very well!

The only feature we would like to request, is once a course has reached registration capacity,we would like to be able to close registration to that particular course. I know we can do that if we already have the schedule built, but we prefer to build the schedule after course requests are entered.

re: 'Tis the season for advance deposits and simpler data entry

Anthony Tomaino — Fri, 06 Feb 2009 19:53:03 GMT

The new reconciliation reports don't automatically filter out the advance deposits, however you can run an advance deposit report (under transaction reports) for all unfunded or partially funded advance deposits in a certain date range. You can just take that number and subtract from the total of your aging report to make it easier.

Also, the import is definitely a good option for those who bill, however you can use the add transactions to a group and you still have the ability to edit the amounts if you just check the box to preview the results before you create them as well as use the query option to filter on grade and possible payment plan. The preview screen will allow you to uncheck students you don't want to be charged and edit the amounts.