Getting to the Hub
The Financial Hub in HQ provides access to your finance data and settings. The Financial Hub button is located on the HQ toolbar for quick navigation. If you’re currently logged in HQ, you can access the Financial Hub now with this link.
The Financial Hub button will bring you to this page, where authorized users can manage settings and view financial information.
Navigating the Hub
By default, the hub should populate your school's information. However, if you are a user or Financial Contact with multiple schools under your purview, you can use the search bar to pull up a single school that you want to view.
The Financial Contact can edit your school's preferred payment method to be either ACH direct deposit or check by clicking the Edit link. Please keep in mind that only the Financial Contact on the account has access to make that change.
The Financial Contact on the account also has access to change the default payment cycle to be event-based or calendar-based.
Your school’s tax ID will be displayed on the right side of the screen for quick reference.
Pulling Financial Reports
Near the bottom of the page is a listed view of all past financial reports generated. You can search either calendar-based or event-based financial statements by the date of the payment period or a combination of both.