Enter one or more keywords and find the answer!
To export orders issued via offers from the Crm & Marketing section, navigate to Financial Management → Order Management, use the filter by order type, and choose "Offer." At this point, the system will only show orders that have been issued via commercial offer and you can . . . Continue reading...
1. Academic Year Configuration The first step in order to be able to define specific periods within the time frame that comprises the Educational Year, we need to access Configuration → Educational Years after which we need to click on the blue button within which we can go to create the periods referring to the educational years: The order of the periods is . . . Continue reading...
This guide will explain how to delete a duplicate Parent/Guardian. By going to Master Records→ Parents/Guardians: You will find in the list the two duplicate master records for the same parent to which at least one child in common will be linked, if clicking on Menus of both will not present the option to remove them means that both have orders or . . . Continue reading...
This guide will explain how to enable the Lecturer to edit the classroom for a lecture or an entire course and how the Lecturer will need to act to make the change. To enable Lecturers for this function first they will need to activate the view for classrooms in their calendar, . . . Continue reading...
This guide will explain the operation of the lesson duration increment step, to configure the increment step you need to go to Configuration→ Settings→ Course-related settings→ General settings: Once here you will present the field "Lesson duration increment step (in minutes)", it by default is . . . Continue reading...
This guide will explain the procedure to follow if the amount of an invoice is not rounded correctly by the system. First you will have to access the section Tax Management→ Invoices/Credit Notes: Then click in the Menu button related to the incorrect invoice so you will have to access in Edit Invoice Attributes: A . . . Continue reading...
This guide will show how to merge lessons from a Carnet purchased by a student with lessons from an Open Carnet in his or her name. First, both Lesson Carnets (for the guide click here) and Open Carnets (for the . . . Continue reading...
This guide will explain how to enable and use Age Bands for course enrollment management. First you will need to enable the use of this feature, to do this you will need to go to Configuration→ Settings→ Course Related Settings: Once here you will need to open the Age Bands tab: . . . Continue reading...
This guide will explain how to use the calendar in Teacher View by selecting the teachers you wish to view. To do this you will have to access the school's General Calendar by selecting the View by Teachers: Once here by clicking on the field present you will be able to select one or more teachers for whom to show . . . Continue reading...
This guide will explain the process to be followed when issuing Self-Invoices. Autobills can be issued in two ways: By creating it manually By linking it to an expense in the Exit Master 1. Manually creating an Autobill To issue an Autobill manually you will need to access the section Tax Management→ Autobills: Once here you will need to . . . Continue reading...