Billing Sessions and Periods

Billing Sessions
Billing Sessions are typically set up once per year since sessions usually span a school year or a summer term. Creating different sessions for each s...
Fri, Jun 29, 2018 at 1:32 PM
Billing Periods
In order to maintain clear financial records, Gradelink Financial uses “sessions,” which typically span a school's fiscal year. Within each of tho...
Thu, Dec 20, 2018 at 11:35 AM
How do I extend the Financial session?
Scenario: How do I extend the Financial session? Solution: Follow steps below. 1. Click on the Financial tab. 2. Click on Admin tab. 3. Cli...
Mon, Jan 14, 2019 at 11:20 AM
I'm getting a balance transfer error, what do I do?
Possible Scenario: 1.  An attempt to change a transaction from a previous session results in a balance transfer error. 2.  How do I undo a balance transfe...
Mon, Jan 14, 2019 at 11:20 AM
Balance Transfers
The balance transfer works in two modes: 1. Transfer balances with the total amount in a single transaction per student 2. Transfer balances with a breakd...
Thu, Dec 20, 2018 at 11:34 AM
Can multiple sessions be open at the same time in financial?
Scenario: Can multiple sessions be open at the same time in financial? Solution: Yes, you can have two sessions open at the same time.
Wed, Jul 12, 2017 at 9:51 AM
Changing Transactions from Previous Years
If a transaction for a prior session was entered incorrectly, you will need to go back and change it.  If Gradelink prevents you from doing so because of a ...
Thu, Dec 20, 2018 at 11:34 AM