Recipient for Private Agreement Report

Financial Settings / General Settings / Financial Contracts / Basic Settings / Recipient for Private Agreement Report

Here you define which will be the recipient for the private agreement report. There are 5 options:

1. Parents
2. Guardian
3. Financial Contact
4. Payer
5. Academic Contact (of selected student)

Example

Setting -> Guardian

To set student’s guardian, you have to go in student form and switch on “Guardian” in Relatives, as shown below

To send the private agreement to guardian, you must go to in Financial / Arrangements List, as shown below

1. Apply needed filters and press search
2. Select the arrangements
3. Press Bulk Actions
4. Select “Send Private Agreement”

Guardian will receive an email with the attached private agreement