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To enable the management of card numbers to be associated with the membership fee, navigate to Administration → Economic Settings and expand the "Student Membership Fees" section. Next, enter the checkmark "Assign a card to the student membership fee": And save the changes: At this point, navigate to the new . . . Continue reading...
It is possible to perform an import of invoices already generated in XML into the management system. Navigate to Tax Settings → Invoices/Credit Notes and select the three bullets at the top right and then Import XML Invoices: In the box that opens click on Choose File: From the file selection window . . . Continue reading...
Both Teachers and Administrators can enter attendance for one or more classes. Among the various system settings, however, it is possible to enable attendance validation. Through this feature, all attendance entered by teachers must first be validated by Admins. How to enable . . . Continue reading...
Orders in Financial Management → Order Management can be filtered by type. These filters serve to reduce the amount of information on the screen, showing only the type of order requested. Clicking on "each order type" will bring up a drop-down menu showing the various types available: . . . Continue reading...
Under Configuration → Settings, in the section dedicated to Courses, by entering the "Confirm Lessons" tab you can enable the function of confirming lessons. Once the check "Enable the ability to confirm lessons" is entered, it will also be possible to enable teachers. Once this function is enabled, on each course . . . Continue reading...
To enroll a student in an exam already taken navigate to Didactics → Exam List click on Show Exam Sessions: Next to the Exam Session we are interested in click on Show Session Slots: On the menu that opens, click on Add Enrolled in Band: From here type the . . Continue reading...
It is possible to do a bulk import of Client Companies by navigating to Master Data → Client Companies → Import Company Master Data. From here you can download the basic template that will need to be filled out: The empty template will look like this: The fields highlighted in blue will be required to do the import correctly: Company: Company Name . . . Continue reading...
Within the Sales Form, in the path Configuration → Sales Form → Edit you can insert a clickable link within free text in order to download a file to read (such as Privacy file, Terms and Conditions, various instructions, course file, etc...) Within Edit in the . . . Continue reading...
It is possible to associate an order with two different types of installment plans for each asset in the order. This type of accrual is called independent accrual and allows you to create two different installment plans in the same order. To do this, when creating an order (which contains multiple course enrollments . . . Continue reading...
To access the payment schedule navigate to the menu Tax Management → Payment Schedule. Warning. The payment schedule in Fiscal Management, will include incoming payments to be received and outgoing payments to be made, only if they arise from active and passive invoices. So if an entry order, for example, does not . . . Continue reading...