Workflow
How do I filter the learner names in reports?
How do I filter the learner names in reports? In many financial reports, accounts are listed by the primary account holder. However, if you need to identify specific students associated with those accounts, you can adjust the view to include learner ...
How do I add a Note?
How do I add a note? What is the purpose of adding a note to an account? Notes are useful for keeping a clear and concise track record of all communication and important information received from a parent or guardian regarding their account. How do I ...
What is a Fallback Action?
Fallback Action Fallback actions ensure that debtors still receive communication even if the primary delivery method fails due to missing or incorrect contact information. What is a Fallback Action? A fallback action acts as a "Plan B." If the system ...
What are Ad Hoc Actions?
Ad Hoc Actions: Payment Reminders Ad Hoc Actions are distinct workflows, separate from standard Workflows, that can be automated to manage specific financial activities like payment follow-ups. Promise to Pay Reminders The Promise to Pay feature ...
Promise to Pay Management
Promise to Pay (PTP) Management What is the purpose of a Promise-to-Pay (PTP)? A PTP is a record used for tracking commitments made by a parent or guardian to the school. It ensures a clear record of the amount they promised to pay and the specific ...
Fease Package Comparison
Fease Package Comparison: Choosing the Right Plan What are the different Fease plans available? Fease offers three primary pricing tiers for 2026, designed to scale with your school's requirements: Starter: Entry-level tier for basic automation and ...
What does Fease cost for letters, SMS, and services?
This article lists the costs for billable actions in Fease, including legal letters, SMS messages, and other services. It is intended for school administrators and bursars managing Fease expenditure. Fease > Reports > Communication Statement Report ...
How do I manage unfulfilled payment arrangements in Fease?
This article explains how to identify and handle broken payment promises in Fease, including how to resume follow-ups and escalate accounts where arrangements have not been met. Fease > Dashboard / Reports > Promises to Pay How do I identify broken ...
How do I troubleshoot SMS delivery failures in Fease?
This article explains common reasons why SMS reminders fail to reach parents in Fease and how to diagnose and resolve the issue. Fease > Reports > Actions Report What are common causes of SMS failure? Invalid mobile number: The number on file is ...
How do I fix missing contact information in Fease?
This article explains how to identify accounts with missing contact details in Fease and how to fix them so that workflow actions can be scheduled and sent successfully. Fease > Dashboard / Workflows How do I identify accounts with missing contacts? ...
How do cashless payments and the Pay Now button work?
This article explains how the cashless payment integration works in Fease, enabling parents to pay outstanding fees directly from their statement via the Pay Now button. Fease > Configuration > Settings > Cashless Integration How does the cashless ...
Why do balances differ between d6 and Fease?
This article explains why the total outstanding balance in Fease may differ from d6+ Plus Finance, what causes these discrepancies, and how to reconcile them. Fease > Dashboard Why do balances differ? The discrepancy stems from how the API ...
How do I use the Financial Metrics and User Activity Reports?
This article explains how to use the Financial Metric Report, User Activity Report, and Notes Report in Fease for high-level financial insight and system audit purposes. Fease > Reports What does the Financial Metric Report show? Access via Reports > ...
How do I use the Payments and Promises to Pay Reports?
This article explains how to use the Payments Report and Promises to Pay Report in Fease to track cashless payments and monitor payment commitments made by parents. Fease > Reports What does the Payments Report show? Access via Reports > Payments ...
How do I use the Account Activity and Communication Reports?
This article explains how to use the Account Activity Report and Communication Statement Report in Fease to track debtor engagement with communications and monitor your communication expenditure. Fease > Reports What does the Account Activity Report ...
How do I use the Age Analysis Report?
This article explains how to use the Age Analysis Report in Fease to understand how outstanding debt is distributed across different age brackets, fee categories, and individual accounts. Fease > Reports > Age Analysis Report What does the Age ...
How do I use the Transactions Report?
This article explains how to use the Transactions Report in Fease to view all financial transactions, track debit order payments, and identify bounced collections. Fease > Reports > Transactions Report What does the Transactions Report show? Payments ...
How do I use the Actions Report?
This article explains how to use the Actions Report in Fease to view a timeline of all follow-up actions executed by the system, including delivery statuses and scheduled future actions. Fease > Reports > Actions Report What does the Actions Report ...
How do I download Section 41 proof of delivery?
This article explains how to access and download the delivery certificate for a Section 41 Registered Letter of Demand in Fease. This certificate serves as legal proof that the letter was sent and is required for debt collection handover. Fease > ...
What is a Section 41 registered letter and how do I send one?
This article explains what a Section 41 Registered Letter of Demand is, its legal significance, cost, prerequisites, and how to configure and send it in Fease. Fease > Configuration > Workflows > [Action] What is a Section 41 registered letter? A ...
What is a Letter of Demand and how do I send one?
This article explains what a Letter of Demand is, when it is sent, how much it costs, and how to configure it as a workflow action in Fease. The Letter of Demand is a formal legal step in the debt recovery process. Fease > Configuration > Workflows > ...
How do I customise SMS templates in Fease?
This article explains how to create and edit SMS templates for workflow actions in Fease, including character limits, merge fields, and linking templates to actions. Fease > Configuration > Templates How do I create or edit an SMS template? Navigate ...
How do I customise email templates in Fease?
This article explains how to create and edit email templates used in automated workflows, including how to use merge fields and link templates to workflow actions. Each template must have both English and Afrikaans versions. Fease > Configuration > ...
How do I monitor workflow success rates?
This article explains how to view the success percentage of each workflow action in Fease and understand what counts as a successful outcome. It helps you assess whether your communication strategies are effective. Fease > Workflows Where do I find ...
How do I run and schedule workflows?
This article explains how to manually run workflows, use the Schedule All function, and understand the difference between automatic and manual workflow execution in Fease. Fease > Workflows How do I schedule all workflow actions at once? From the ...
How do I add follow-up actions to a workflow?
This article explains how to add, configure, and customise individual follow-up actions within a Fease workflow, including setting age brackets, action types, recipients, and templates. Fease > Configuration > Workflows > [Workflow] How do I add a ...
How do I create a new workflow in Fease?
This article explains how to create a new automated workflow in Fease, define its name, and configure whether it runs automatically. Workflows are the core mechanism for managing debt collection sequences. Fease > Configuration > Workflows What is a ...
How do I view account details and take actions on an account?
This article explains what information is available when you open an individual debtor account in Fease, and what actions you can take such as adding notes, recording promises to pay, and pausing follow-ups. Fease > Debtors > Accounts > [Account] ...
How do I view and filter debtor accounts?
This article explains how to browse, filter, and search debtor accounts in Fease. It covers the accounts list, available filters, and how to navigate to individual account details. Fease > Debtors > Accounts What does the accounts list show? The ...
How do I manage users and permissions in Fease?
This article explains how to add, remove, and assign roles to school staff in Fease so they have the correct permissions for fee-related tasks. It is intended for school administrators managing system access. Fease > Configuration > System Users How ...
How do I read the Fease dashboard?
This article explains the key metrics, graphs, and summary information displayed on the Fease dashboard. It is intended for school administrators who need to understand their school's financial position at a glance. Fease > Dashboard What key metrics ...
How do I set up my school logo and details in Fease?
This article explains how to upload your school logo and configure school details that appear on statements and communications sent to parents. Most details are synced from d6+ Plus Finance. Fease > Configuration > School Details How do I upload my ...
How do I configure statement and payment settings?
This article covers how to configure the statement layout, cashless payment integration, bank details display, and email personalisation settings in Fease. These settings control what parents see when they receive a reminder. Fease > Configuration > ...
How do I configure workflow automation and follow-up settings?
This article explains how to configure the automation behaviour, follow-up timing, thresholds, and notification settings that control how Fease sends reminders to parents. These settings apply globally across all workflows. Fease > Configuration > ...
How do I access Fease configuration settings?
This article shows you how to navigate to and access all Fease configuration settings, including General Setup, School Setup, and Workflow Review. It is intended for school administrators setting up Fease for the first time or adjusting existing ...
What is Fease and how does it help my school?
Fease is a debt management platform built for South African schools. This article explains what Fease does, who it is for, and how it connects to d6+ Plus Finance to automate fee follow-ups and improve parent communication. Fease > Dashboard What ...