Getting started
- Introduction to Populi Financial
- Step one: set up your Chart of Accounts
- Step two: set up your tuition schedules
- Step three: set up refund policies
- Step four: set up your fees
- Step five: set up meal and room plans
- Step six: set up your payment plans
- Step seven: set up check templates (optional)
- Step eight: set up online bill pay (optional)
- Step nine: set up your students' financial info
- Step ten: create custom financial fields
- Step eleven: look over Due Date settings
- Step twelve: look over general Financial settings