Finance Permissions

View | Edit

During a migration, if you need to Import Balances, please contact Align Support.

• The View permission allows users to view the imported balances in the system
• The Edit permission allows a user to import balances into the system. 

Credit Card Processor

Credit Memo

View | Edit

• The View permission is not currently used.
• The Edit permission gives the user the ability to Create, Edit, and Void Credit Memos from the My Finances page.

Discounts

View | Edit | Delete

• The View permission adds the Discounts page to the Staff Menu and allows users to view Discount Items.
• The Edit permission gives the user the ability to Create new discounts and to Edit existing discounts.
• The Delete permission allows a user to delete a Discount Item.

Fees

View | Edit

• The View permission adds the Fee Items page to the Staff Menu and allows users to view Fee Items.
• The Edit permission gives the user the ability to Create and Edit Fee Items on the Fee Items page. It also grants the user the ability to Add Fees from the My Finances page.

Finance Classes

View | Edit | Delete

• The View permission adds the Finance Classes page to the Staff Menu and allows users to view Finance Classes.
• The Edit permission gives the user the ability to Create new Finance Classes and to Edit existing ones.
• The Delete permission gives the user the ability to delete a Finance Class. (only if it has not been used)

Payments

View | Edit | Download

• The View permission adds the Payments page to the STAFF Menu and allows users to view all payments. It also allows for creating and savings Saved Views on the Payments page.
• The Edit permission gives the user the ability to Create new payments from the My Finances page. It also gives the user the ability to Edit payments, and to Void, or Refund Credit Card payments.
• The Download allows the user to download the list of payments to a CSV file.

Payment Plans

View | Edit | Delete

• The View permission gives the user the ability to view the Payment Plan Templates page on the Advanced Menu.
• The Edit permission gives the user the ability to apply a Payment Plan to a student
• The Delete permission is not currently used.

View | Edit

• The  View permission is not currently used.
• The  Edit permission allows a user to add a refund to a student's account. 

Student Discounts

View | Edit

• The View permission is not currently used
• The Edit permission gives the user the ability to Apply Discount using the Finance Actions button on the students My Finances page. 

Student Finances 

View | Edit

• The View permission gives access to view the My Finances page on the student account as well as the ability to view the transaction receipts.  
• The Edit permission gives access to add and edit the transactions on the student account.

*NOTE:  Balances are still available for viewing on the Student List irrespective of what permission is set here.