Step twelve: look over general Financial settings

Now that you've set up Populi Financial, you should take a few minutes to look over general Financial settings. These settings cover a wide variety of miscellaneous billing, accounting, and financial aid functions.

Keep in mind that you've also laid some of the setup groundwork for Financial Aid, Donations, and Bookstore.

To get started, click the main Settings view on the right of the screen. Most of the settings on this page explain how they will affect your use of Populi's financial functions; below you'll find further explanation of certain, more complicated settings.

Start Generating Automatic Charges

Select a term as of which you wish to begin generating charges. This setting prevents pending charges from being inadvertently generated in past terms (which can happen when you're adding or updating historical academic information). It's best to choose the first term in which you'll be testing or implementing Populi Financial.

Enrollment Agreements

Read about Enrollment Agreements in this article.

Financial Lock Period

Read about how to use financial lock periods in this article.

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