The ClassReach Documentation for admins

Financial Agreement Process – Basics

A Financial Agreement Process is a way for you to set up rules for your school’s tuition. This will allow you to set fees and discounts. Then the system can calculate what a family owes based on the defined parameters. Setting up your financial rules is a permissions based task. If you do not see some of the options discussed then you may need to contact another admin for your school and ensure you have the proper permissions set. If you have ANY questions at all, please reach out to [email protected] for assistance.

Key Notes

  • You must have your Accounts and Categories already set before you will be able to successfully create rules for your Financial Agreement Process.
  • If you would like to create fees or discounts based on User or Family information, you will need to ensure that the information is held within the User/Family Info Form. For example: if you would like to offer a discount for military or staff members. You’ll need to have a field within the User/Family Info Form that designates whether they are military/staff/etc.
  • We recommend entering all of your rules before handling individual agreements. You will be able to manually edit an individual agreement after it has been calculated. However once an agreement has been manually edited or “finalized” it will no longer auto calculate based on the rules.
  • After creating all of the Financial Agreement Process rules, you will then need to publish User Agreements for your families.

Create Financial Agreement Process

To create a financial agreement process, you’ll start by setting the basics for it.

  • Login to your ClassReach Admin account
  • Navigate to your Financials tab
  • Click on Settings within the tab
  • Select ADD PROCESS within the Financial Agreement Processes window
  • Fill in the needed fields:
    • Name: This will appear at the top of the agreement for your customers
    • Academic Term: This will be the term that the system looks at to calculate the totals and create the agreements.
    • Start Date: This will be when the system starts notifying users that there is a financial agreement for them.
    • Due Date: Will be the date that the user is expected to the sign the agreement by.
    • Instructions: This will be the text that appears within the notification to the user.
    • Signature Text: Here you can add text to the end of the default signature text which is “I understand that the total amount I owe for this agreement is (Total of Agreement)”
  • Save the window
  • Here you will see the dashboard for setting up your Financial Agreement Process and it’s rules
  • Scroll down to the bottom to the Admins window
  • Add any admins you would like to have the ability to view and edit this agreement as well as if they should receive message notifications about it.
    • Note: Only Admins with the proper permissions will be able to view/edit the agreement, regardless if they are added as admins.

Once all of your settings are as you would like, you can begin creating your Fee Rules and Discount Rules.

Related Documents:

Creating Fee Rules
Creating Discount Rules