User Guide for SFP Online
Contents
1. 4 769 00 Producer Subsidy 23 85 Your Reference SPJONER Section 3 Customer Balance 3 815 20 Collection Amount 476 90 GL Account 0001 Default Balance 0 00 Collections 10 Renewed From Tr ansa cti ons Input By NS7 Internal Renewed To Transact ons how 10 entries Reference Your Reference Status Amount Created Date Inception Date Collections 4 769 00 29 06 2011 15 08 2011 Section 1 This is where you can view the customer details You will see the customer details at the top of the screen This will include name and address contact telephone number and email address Section 2 These are the Credit Agreement details and holds information in the following tabs as detailed below Loan Summary Payment Schedule Bank amp DD Notes Agreement Details Contact Details e Loan Summary Confirms the total loans on the Credit Agreement e Payment Schedule a schedule of the parent s direct debit collection due dates amounts due and the collection status e Bank amp DDI Bank Account Details and Reference e Notes To keep a track of activities for the Credit Agreement and bank details changes etc e Agreement Details hold the Credit Agreement document details received date and date signed e Contact Details has the customer address and contact details Section 3 This is the detail of the school fees requested under the Credit Agreement i e includes the original sc2. application pending for the autumn spring and summer term Select the term from the drop down variant box and press search for the details of parent pupil Home My School Fee Plan Applications My School Fee Plan Applications School id 1 applications are waiting to be processed for the Autumn Spring and Summer terms 0 applications are waiting to be processed for the Spring and Summer terms 0 applications are waiting to be processed for the Summer term only Product FlexiFee Variant Please select FF1 12 month Autumn spring and summer MySFP FF1 8 month Spring and summer MySFP FF1 4 month Summer term only MySFP The parent pupil details will now be displayed see screen shot on the next page Processing a new application Click on the box Accept to process the agreement or Reject if it is not proceeding To process the school fee insert into the boxes which become displayed on the screen on accepting the loan as below e School Reference for the pupil parent this should be unique e School Fee total for all pupils this must be the total fees e g if starting at the start of the academic year you must insert the amount due for all 3 terms if the start of spring for 2 terms and start of summer 1 term e This term s adjustment enter the amount this can be a credit or a debit applicable for the first term only An example of where the fee is 3000 for each term and for the
3. autumn term the invoice is 3250 is shown IE insert 9000 for the total fees and 250 for the current term difference Please note you can export the data to an excel spreadsheet before and or after you have processed the page However please remember to process this page Applications 1 Unable to Process 0 All Rejected Applications 0 Today s Authorised Loans 0 Unauthorised Loans 0 id Please remember to inform the parent if you reject a loan as no automated communication will be ssued Total number of accepted applications 1 Total School Fees 6 000 00 Total Adjustment Value 250 00 Total for Academic Year 0 250 00 This Term s School Fees Adjustment Total for Customer Your Payments Accept Reject a Pupilis amp total for all Enter Negative Z amp Academic Details Reference pupils RUE to School Year Reduction Cust Pupil 1 Aut 3 250 00 Name Name 30 mj C EXAMPLE 9 000 00 2250 00 2 Spr 3 000 00 9 250 00 51 3 Sum 3 000 00 Fage Sub nn er En Totals 9 000 00 250 00 9 250 00 Process This Page W Reset This Page Once you agree the Payments to the school fee amounts for each term as calculated on the screen you can press Process This Page the system will then take a minute or so to process the agreement Once processed the loan should appear in the authorised tab Any unauthorised will be picked up and reviewed by the SFP team who will notify you if more info
4. RN YOUR MONTHLY PAYMENT OPTION BROUGHT TO YOU BY SFP User Guide for SFP Online www schoolfeeplan com email sfp pcl co uk V2 June 2014 Contents 1 Introduction to School Fee Plan SFP s System 2 New Applications 3 Multiple Renewals 4 Multiple Adjustments 5 Cancellations 6 Reports Page No 10 12 12 1 Introduction to School Fee Plan SFP s System To gain access to the SFP system you will first require a username and password which can be requested from SFP on 01372 746006 who will email you a form for completion Once you are given a username and password you are ready to use the SFP system On the internet please go to www schoolfeeplan com Enter your username and password to sign in please note that when you sign in for the first time you will be asked to change the password you were given and to set up some security questions Welcome to SFP s system Our system enables you to track parent s agreements process renewals and view management information online There are a number of things you can do to ensure access is limited to authorised users only Username A001 Do not write down email or store your account details Password and Memorable Information Password evvcccce gt Check the last time you signed in every time you sign in we display the time and date you last signed in if it doesn t match someone else may have accessed your accounts online CI Remember your u
5. ccounts 1 Customers 1 how 10 entries Search w Showing 1 to 1 of 1 entries lt lt B gt gt Customer Name Incomplete Address PostCode Phone Number Accounts lt Mrs B Jones 7 Black Road WS1 148 0208 386 617 1 Below shows the 3 different sections available for each record customer details agreement summary and transactions See below for more information regarding each section Bis earch Accounts Reports Home gt Customer Accounts Mrs Brenda Jones 12345 Summary Section 1 Address 7 Black Road DOB 01 01 1971 Customer Any Street Phone 0208 386 617 Any Town Details Any County Mobile WSIIAS Email bjones hatmail com gt Agreement Summary V A1 Stan School E Producer Stan School Remaining Funding Amount 3 179 00 Type SFP Running Account FeeMaster 2 Balance 3 815 20 Date Created 29 06 2011 Default Balance 0 00 Account Credit Limit 6 000 00 Status Live Available Credit 2 184 80 Section 2 Agreement Loan Summary Payment Schedule Bank amp DDI Notes Agreement Details Contact Details Summa ry All MLive M Default Closed M Cancel nN 10 M entries Reference Your Reference Status Type Inception Date Loan Amount Customer Balance 14125 A1 S1 PJONE 15 08 2011 4 769 00 3 815 20 v 51 PJONE B Actions Key Information Notes Tasks Dates Total Amount Payable 4 769 00 Customer Service Charge 0 00 Product FeeMaster 2 Total Amount
6. e available for adjustment will now be displayed see screen shot on the next page For information if you wanted to go back into this report once you have made the adjustment to view this you can do this by changing the 1 day to Show All in the drop down box next to Exclude Loans that have had adjustments processed in the last This will then show you the latest data for the parents after the adjustments have been processed N B PLEASE DO NOT TRY TO DO REDUCTIONS ON THE ADJUSTMENTS SCREEN to cancel an agreement or put zero for a term see section 5 of this document 10 Please note the different tabs available at the top You can sort the order by clicking on the column headings as required Available Not Available 0 Today s Authorised Adjustments 0 All Unauthorised Adjustments 0 Total adjustment value 0 00 Total number of adjustments entered that are not yet processed 1 Customer SFP Current Name Reference a Ref a T te t New Payments to New Total for Last So ai et De oom School Academic Year Adjustment School 3 553 45 3 554 45 3 551 70 3 551 70 10 659 45 22 05 2014 3 409 30 3 400 30 3 456 75 3 456 75 nn ae Jonathan 2 10 423 70 22 05 2014 3 457 95 3 457 65 Total per page Process This Fage Processing Multiple Adjustments Click on the box in the adjust column for the parents you need to adjust If the fee shown remains the same for the ter
7. hool fee amounts requested and any individual adjustments You can click on the following tabs to view information as shown below Key Information Notes Tasks Dates Disbursement Schedule e Key Information shows the breakdown of the transactions under the agreement detailed in Section 2 Also from this section you can create an adjustment to the agreement via the red Actions button You can also view the e Notes this tab holds the auto notes of the amount set up etc and also can include notes made by the SFP team regarding queries calls etc e Dates shows some high level dates for the loan e g date of next collection e Disbursement Schedule this is the list of the payments and the dates for school credits and debits to do with this agreement 2 New Applications Received Summary When a parent applies to SFP online and their application is successful an automated email is sent to the nominated contact s at the school to confirm there is an application pending action The school will need to add the fees to process the application To process new parent applications select Accounts and then My School Fee Plan Applications at the top left of the SFP screen as below School EE PLAN Accounts Reports Multiple Renewals t Multiple Adjustments My School Fee Plan Applications This screen will show you the number of applications pending and for which terms The sample below shows there is one
8. m do not tick the box Please note if you don t have all the information to input immediately the system will time out if left too long you can process one or a few ata time Please note you can export the data to an excel spreadsheet before and or after you have processed the page However please remember to process this page The screens displays the amount to paid for each term see the columns Term and Current payments to school If you select one to adjust a box will appear around any term amount available for adjusting please insert data as follows e New Payments To School this must be the total amount the school is expecting payment for the related term if the amount in the Current Payments to School is different to the termly amount the school is expecting OR HAS ALREADY been paid for then OVERWRITE the amount in the box with the correct total term amount not just the adjustment amount For an Example see the first parent in the above screenshot this shows that the school is going to be or has already been paid 3584 30 for the summer term In this case the school actually requires 4000 The amount that should therefore be input in the box by the school is the total 4000 The SFP system will calculate the difference required and process the adjustment accordingly e Once you agree the New Payments to the school for each term you can press Process This Page The system will then take a minute or s
9. o to process the adjustments e Once processed the adjustments should appear in the authorised tab Any unauthorised will be picked up and reviewed by the SFP team who will notify you if more information required or will resolve and authorise the loan e Once the adjustment is authorised the parent will be sent a revised payment schedule letter 11 Cancellations Summary If you need to cancel a parent agreement before the end of the current academic year please email or call SFP on sfp pcl co uk or 01372 746006 Let them know the details of the parent agreement to be cancelled and the effective date of the cancellation If the cancellation is processed before the payments for a term already paid to the school have been paid in full a debit cancellation amount will appear on the school s next payment If a parent has made more payments to SFP than SFP have paid to the school a cancellation credit amount will appear on the next statement PLEASE DO NOT USE THE MULTIPLE ADJUSTMENTS SCREEN to cancel an agreement 6 Reports Summary The following reports are available and you can also extract the information as required to excel or view the report results on the screen Active Loans shows all current SFP parents for your school Authorisation Failures shows failed transactions due to affordability assessment anti money laundering checks or funding restrictions within your search criteria Current Overdue Balance shows all cur
10. omer A Your Ref Previous Annual Enter Payments Renew Name Academic School Fees Negative to School Year Value for Reduction Total for Academic Year Renew 3 250 00 10 689 45 9 000 00 3 000 00 9 250 00 3 000 00 C E GCome1982 10 423_70 0 00 0 00 Jonathan Page Sub Total 9 000 00 9 250 00 Process This Page Reset This Page Processing Multiple Renewals Click on the box Renew next to each parent you need to renew or click on Do Not Renew if not proceeding e g child has now left at the end of the previous academic year Please note if you don t have all the information to input immediately the system will time out if left too long you can process one or a few at a time Please note you can export the data to an excel spreadsheet before and or after you have processed the page However please remember to process this page To process the school fees for the new academic year insert the information into the boxes which will become displayed on the screen on clicking Renew on the loan as below See sample above first one on list of screenshot e Your Ref is for the pupil parent this should be unique and can be changed if required at renewals or remain the same e School Fee total for all pupils this must be the total fees i e as at the start of the new academic year you must insert the amount due for all 3 terms e This term s adjustment enter the amount thi
11. rently overdue balance within your search criteria Remittance Advices shows all statements of account within your search criteria This will include new business funding adjustment funding and debits for reductions or cancellations Unpaid History shows a summary of unpaid direct debits for your parents within your search criteria A remittance advice email notification will be sent to the school to the contact we have on our records a few days prior to the funds being credited to the account or a debit amount required To gain access to the Reports function you can select the report from the welcome page once you login or click on Reports from the navigation bar at the top SF School d FEE PLAN Search Accounts Reports a E Active Loans Hello Lisa i t Authorisation Failures Your last login was on Dreh Curent Overdue Balance Reports Remittance Advices Active Loans Unpaid History mk a an Ch m 12
12. rmation is required or will resolve and authorise the loan Once the loan is authorised the parent will be sent a welcome letter which includes a payment schedule 3 Multiple Renewal Summary Once a parent has set up an agreement with SFP this agreement can be renewed by the school at the start of the new academic year To process renewals please select Accounts and then Multiple Renewals at the top left of the SFP screen as below O Seno Accounts Reports t Multiple Renewals Multiple Adjustments My School Fee Plan Applications From the multiple renewals screen screenshot below click on Search you should not need to change the search criteria Multiple Renewals Home mii School Product FlexiFee Variant EE Renewal Date From 04 04 2014 lt To 94 09 2014 The parent agreements which are available will now be displayed see screen shot on the next page Please note the different tabs available at the top You can sort the order by clicking on the column headings as required ig Agreements that are not fully paid up will remain Unauthorised until the last collection is successfully collected Available for renewal 2 Not available for renewal 2 Renewed 0 Renewed but not authorised 0 Do not renew 0 i Total number of loans selected for renewal Total Annual School Fees Total Term 1 Adjustment Total for Academiz Year Term 1 Total for Adjustment Do not Cust
13. s can be a credit or a debit applicable for the first term only e Once you agree the Payments to the school fee amounts for each term as calculated on the screen you can press Process This Page The system will then take a minute or so to process the agreement s e Once processed the loan s should appear in the authorised tab Any unauthorised will be picked up and reviewed by the SFP team who will notify you if more information is required or will resolve and authorise the loan e Once the loan is authorised the parent will be sent a welcome letter which includes a payment schedule 4 Multiple Adjustments Summary Once a parent loan is set up an on the SFP system and authorised the amounts requested by the school can be adjusted at any time throughout the year as long as there are monthly payments remaining due or within 10 days of a final payment To process adjustments select Accounts then Multiple Adjustments from the navigation bar as shown below SC hool E PLAN Accounts Reports Multiple Renewals Multiple Adjustments My School Fee Plan Applications From the multiple adjustment screen screenshot below click on Search you should not need to change the search criteria Home Multiple Adjustments Multiple Adjustments School Product FlexiFee Variant All Exclude loans that have had adjustments processed in the last 1day w The parent agreements which ar
14. semame gt Check the site certificate sites that are serious about security always show a valid site certificate gt Check that the website is secure Secure internet pages will usually feature a padlock in gt Forgotten your password the bottom right hand corner of your screen this means that your user information will be encrypted before it leaves your computer gt Forgotten your username gt Choose a strong password change it regularly choose a password with a minimum of 8 Remember NEVER share your sign in details characters that uses a mix of letters and numbers Wat3rM31lOn that you can remember without writing down Once in the system you can search for a record by using the search function at the top right of the page as shown below Enter full or part of a search criteria e g a surname postcode or the School or SFP reference Logged in as KA001 Stanborough School My Account Sign O SF S C h O O Search Everything jones FEE PLAN Search Accounts Reports Hello Keith welcome back Your last login was on 09082011 11 24 22 Search Everything Enter search term Any record matching the criteria results will be shown e g as below Note the different tabs available above the results You can click on the account or customer agreement number underlined in red which will take you to the customer details see the next page Quick Search Results Search Sub Account Search Customer SubA
Download Pdf Manuals
Related Search