V2 Updates Webinar on April 21, 2022

There have been a number of updates made to Version 2 of BigSIS Tuition Management in the last few weeks, so we had a webinar to go over all of them.

Click here for the V2 Updates Webinar

PRO TIP! If you'd like to skip to where each topic is discussed in the recordings, skip to the following timestamps listed. 

1. Offline Payments (2:47)
   • Check out this article as well
     
     
2. Running Payments Manually (6:38)
   
   
3. Payment Plan Manipulation (9:42 & 23:19)
   • Changing payment methods
   • Putting plans offline / back online
   • Zeroing out an invoice (36:52)
     
     
4. Issuing Refunds (26:52)
   • Check out this article as well
     
     
5. Deleting Agreements / Addendums (22:21)
   
   
6. Auto-Signing Agreements / Addendums (34:12)
   • This can only be done if the payment plan is offline. This can be useful in situations like program changes where a family will be paying less than before, or adding Tuition Assistance after the initial agreement was signed. This does NOT accept or agree to anything on the agreement (ie Terms and Conditions), it only creates invoices.
     
     
7. New Parent / Guardian Portal (40:17)
   • See / update payment info
   • See upcoming payments
   • Link from V1 Portal 
   • Coming by Late April 2022
     
     
8. Update V1 Status on Agreement Completion (55:47)
   
   
9. Reports (51:35)
   • Check out this article for how to get to it
   • Watch this video of Ben manipulating the Account Reconciliation export into a pivot table for easier viewing