Enter one or more keywords and find the answer!
It sometimes happens that at the end of the educational/school year, some of the tuition fees have not been properly registered with payment and that you want to "clear" the situation so that you have a clean situation for the new year. Therefore, to massively cancel the remaining open student fees and close the . . . 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...
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...
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...
It is possible to view payments that have occurred as a result of an entry via Sales Form. Navigate to Configuration → Sales Form, next to the Form of our interest click the Show payments received item, the following screen will open: You will be able to view a lot of information including Payment Method, . . . Continue reading...
It is possible from Financial Management → Lessons to Pay and from Teacher Pay to ignore a payment and, if desired, reinstate a previously ignored one. The procedure to be performed in Lessons to Pay is this: In an as-yet unapproved monthly payment click on Ignore payment of this fee: At this point the . . Continue reading...
In case there is a need to approve a teacher's payment before the month ends it is possible to do so but only if the teacher has no more classes to teach in the current month. The function stems from the need of some schools to close the month early (e.g., for . . . Continue reading...
To change the date of an issued enrollment order navigate to Financial Management → Manage Orders and click the light blue "Manage Installments and Payments" icon on the affected order line. Next, edit the "Order Date" field at the top left of the screen and save with the icon . . . Continue reading...
If for any reason you need to abandon payment on an order, you can do so by navigating to Financial Management → Order Management and accessing one of your orders via the blue "Manage Installments and Payments" icon. In this area you will find among the various options the one that will allow you to . . . Continue reading...
In case you need to suspend payment of one or more installments of an already issued order, or simply decide on the due date at a later date, you will be able to set the due date as "to be defined." Navigate to Financial Management → Order Management and click the light blue icon "Manage the . . . Continue reading...