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Financial Workflows and Tools

Processing functions to help you manage the financial records.

  • Recover a Deleted Transaction

    Once a payment transaction is deleted, it cannot be recovered. However, you can manually re-enter the deleted payment using details from the Transactions Log report. Viewing the Transactions Log To lo...

  • Revenue Item in Payment Does Not Match Fee

    A Revenue Item from a Fee may not always match the Revenue Item in a Payment transaction due to the way multiple fees are handled. Why Revenue Items May Not Match Multiple Fees with Different Revenue ...

  • Setting Up A Corporate Client

    Organizations may need to set up a corporate or contract client to handle bulk or quantity-based registrations without attaching individual registrant names. Follow these steps to create a Corporate C...

  • Setting Up 1098-T Reporting

    1098-T is a federal IRS form used for eligible tax credit payments and billings. The InSight transaction report can assist in obtaining the data required for the form.  For details on eligibility and ...

  • Setting Up Balance Due Calculations

    The Balance Due is dynamically calculated each time it is requested in a report or displayed on the screen. Several settings influence this calculation, and modifying these settings after records have...

  • Transaction is Missing

    If a transaction is missing, follow the troubleshooting steps below. If these solutions do not resolve the issue, submit a support ticket with all relevant details. Transaction Missing in Payment Gate...

  • Transferring a Payment and Course Registration

    When transferring a client from one assignment to another, it is important to ensure that payment records are accurately maintained. There are two recommended methods for this process, and the choice ...

  • Uncollected Funds, Bounced Checks, and Voiding Bills

    When a payment transaction is made but later not collected—such as a check returned for insufficient funds—specific accounting entries must be made to maintain accurate financial records. The recommen...

  • Using the OnAccount/Refund Function

    This guide explains how to process an in-house OnAccount credit or issue a Refund to an invoice where payment transactions have been recorded. Following these steps ensures accurate transaction proces...