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Creating a Sales Form

To create a new sales form navigate to Configuration → Sales Form and, from the next screen, click the Add button in the upper right corner. Then fill in the following fields: Name* : the name of the form Description: any description of the form The forms can be used either to make registrations . . . Continue reading...

Export Rectas to Receive report

To export the list of payments to be received from the system, navigate to the menu Financial Management → Student Fees. By default, the system shows all payments to be received that are about to expire or are already past due, sorting them by due date. Via the first drop-down menu at . . . Continue reading...

Configuring the enrollment contract via ODT template

IMPORTANT: The file must be in .odt format and not .doc, so the use of word is not recommended. Rather, it is highly recommended to use Openoffice This mini guide on configuring the school enrollment contract from ODT template, is divided into the following paragraphs: INTRODUCTION PLACEHOLDER DEFINITION PLACEHOLDER LISTS PLACEHOLDERS . . . Continue reading...

Mass merge function of student master records.

In case there are many duplicates in the student master records, the system allows you to perform a massive master merge operation, being able to choose a value to be used for identifying the duplicates. After the merge is performed, all related information, such as enrollments, tuition, orders, payments, invoices, etc., will automatically flow to the remaining user. Navigate to the . . . Continue reading...

Automation system to automatically send communications based on course status

Automations make it possible to automate certain communications according to criteria that are defined by the school. An indefinite number of automations can be created, each of which will make it possible to: filter which courses are affected by automation; define whether the communication is to be sent to the secretary, the client company, the teacher or the students; define . . . Continue reading...