Focus Areas

Effective Financial Management

Empower organization visionaries with innovative strategies and cutting-edge best practices for fostering effective financial management and guidance towards financial success.

Finance   Student Information System

CHAMPION PRESENTER


Deidre Pofile Photo

Deidre Muir

North Dakota University System

Assistant Director Campus Solutions

Session: Who, What, When, Where, Why, How - A complete guide to SF Item Type and Payment Application Setup

We'd like to share our knowledge of SF item type and payment application setup by providing a guide and explanation of everything involved with item type and payment application.

Topics Covered:

  • Item type and tree definitions
  • Item type setup
  • Charge priority setup
  • Payment overall priority setup
  • Showcase how the creation of additional trees has given us options to restrict payments to specific items

Outcomes for attendees:

  • Understand how to set up item types, charge priorities, and payment overall priorities.
  • Understand the implications of editing an existing field on item types, charge priorities, and payment overall priorities and know when editing is appropriate or when a new item type, charge priority, or payment overall priority may be needed.
  • Learn how additional item type trees may benefit their organization and understand how to incorporate the new trees into their existing setup.

SESSION LIST

Coming Soon