FACTS and FINANCE Series Overview

Quick links

1. Cashflow and Crisis Management 
2. Selecting the Right Architecture
3. Forms Part 1
4. Forms Part 2 
5. Split Family Management
6. Loading Families and Students
7. Billing with Rate Tables
8. PCSchool and FACTS Integrated Solution
9. FACTS Integration with Industry Finance Solutions (XERO, MYOB. SAGE)

TASS Specific Links

1. TASS - Importing Families and Students into FACTS
2. TASS - Importing Transactions into FACTS

FACTS And Finance Made Easy - Cashflow and Crisis Management (2 Minute Video)

Hi and welcome to the FACTS and Finance Made Easy Video Series.

Further information will be released regarding this web series, however, in an effort to assist users with ideas on how best to service their existing families we have put together a quick 2 minute video for your finance teams to review.

FACTS and Finance Made Easy - Selecting the Right Architecture (3 Minute Video)

Hi and welcome to another instalment of FACTS and Finance Made Easy Video Series

In this episode you will gain an insight into the different architectural offerings your school can work towards implimenting to maximise your schools offering.

- SIS and FACTS integrated model

- FACTS MYOB and Xero Stand alone model

- PCSchool and FACTS API fully integrated solution

FACTS And Finance Made Easy - Forms and Events (2 Minute Video)

Hi and welcome to the second instalment of FACTS and Finance Made Easy Video Series.

In this episode you will briefly explore the FACTS Forms module from a high level with the goal of simplifying your schools use of online forms.

FACTS Forms is the perfect tool for:

• Paid Events
• Free Events
• Permission slips
• Free form capture / parent questionnaires
• Online store for merchandise and product sales

We hope you enjoy the FACTS and Finance series throughout the year.

FACTS And Finance Made Easy - Forms Part 2 

Hi and welcome to the Fourth instalment of FACTS and Finance Made Easy Video Series.

In this episode you will explore FACTS Forms in more detail. Specifically how to set up a form, example forms and an overview of some of the functionality available within the platform.

Forms is a very powerful tool for schools to 'aggregate' their events, merchandise other cash sales accross the campus into a single, secure payment channel.

We hope you enjoy the FACTS and Finance series throughout the year.

FACTS And Finance Made Easy – Split Family Management (3 Minute Video)

Hi and welcome to the Third instalment of FACTS and Finance Made Easy Video Series.

In this episode you will explore the two most common methods our schools use to manage their split parents within FACTS.

We hope you enjoy the FACTS and Finance series throughout the year.

FACTS And Finance Made Easy – Loading Families and Students (3 Minute Video)

Hi and welcome to the Fifth instalment of FACTS and Finance Made Easy Video Series.

In this episode we will explore the basics of adding a family and student into the FACTS platform. Manually at first to provide understanding followed by an overview of the import process.

We hope you enjoy the FACTS and Finance series throughout the year.

FACTS And Finance Made Easy – Billing with Rate Tables (4 Minute Video)

Hi and welcome to the 6th instalment of FACTS and Finance Made Easy Video Series.

In this episode we will explore the option to generate annual charges within FACTS for your families and students. Traditionally this is a fantastic solution for smaller schools, however, to date many large schools also make use of this solution.

Rate tables can be used to generate annual tuition whilst factoring in an almost limitless set of rules including, but not limited to:

- Sibling discounts
- Staff Discounts
- Conditional charges
- Conditional discounts
- Loyalty discounts
- International student discounts
- Bus charges
- Kinder / Pre-School days in attendance
- Laptop programs
- Yr specific charges including camp fees

We hope you enjoy the FACTS and Finance series throughout the year.

FACTS And Finance Made Easy – PCSchool and FACTS Integrated Solution (5 Minute Video)

Hi and welcome to the 7th instalment of FACTS and Finance Made Easy Video Series.

In this episode we will explore the finished integration project between FACTS and PCSchool. A seemless integration that does not impact your current billing, invoicing or reporting processes within your school for existing PCSchool users.

Additional Video (Live Demo) - 8 Minutes

FACTS Integration with Industry Finance Solutions (XERO, MYOB. SAGE) (8 Minutes Video)

Hi and welcome to the 8th instalment of FACTS and Finance Made Easy Video Series.

In this episode we will explore the finished integration project between FACTS and XERO, MYOB and SAGE Industry Finance platforms. A seemless integration that provides a single point of truth for your GL and Subledger. This video discusses both the architectural design and implimentation of the solution.