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To enable issuance of tax receipts navigate to Tax Management → Tax Settings: Then click on the Edit button next to the Company of interest: From the next screen enhance the checkbox "Enable issuance of tax receipts for payments received." Then enter: Next receipt number: the number of the receipt from which you . . . Continue reading...
To edit the description of an issued invoice, navigate to Tax Management → Invoices / Credit Notes→ Edit and click the Edit Invoice Attributes option on the specific invoice line. Then click the blue edit icon on the first line: Now the system will make all the parameters of the Invoice editable: The . . . Continue reading...
To change the recipient of an issued invoice, navigate to Tax Management → Invoices/Credit Notes and click the Show Details icon on the specific invoice line. Click the edit icon next to the recipient name and choose between Student - Guardian/Responsible and Client. Then enter the name of the . . Continue reading...
To change the issue date of an invoice, navigate to Tax Management → Invoices/Credit Notes and click on Menu → Edit Invoice Attributes on the specific invoice line: Click on the Edit icon next to the issue date in the upper left corner: Enter the new date of . . . Continue reading...
To change the payment method of an issued invoice, navigate to Tax Management → Invoices / Credit Notes and click the Show Details icon on the line of the specific invoice. Now from the drop-down menu at the bottom of the page, choose the new payment method and click the button . . . Continue reading...
To record expenditures navigate to Fiscal Management → Expenditure Master: Click the green button in the upper right corner Add Expense Item: Search for the teacher/administrative or supplier for whom to record the expense using the relevant search fields: NOTE: Suppliers can be added to the system from . . . Continue reading...
Issuing a manual invoice can come in handy when you want to invoice a payment, but have not yet made the student enrollment and thus the purchase order. To issue an invoice manually navigate to Tax Management → Invoices / Credit Notes and click the green button at the top of . . . Continue reading...
To issue a credit note manually, in case you need to reverse an invoice partially, or just because you prefer to fill it out manually instead of issuing it directly from the invoice to be reversed automatically, navigate to Tax Management → Invoices / Credit Notes and click the green button in . . . Continue reading...
By default, the system will issue invoices with today's date, but you can enter the option to issue invoices with the date the payment was recorded. Navigate to Tax Management → Tax Settings and click the previously entered company edit icon. Scroll to the second section at . . Continue reading...
To configure the school's tax data, navigate to Tax Management → Tax Settings and click the Add New Company button: Then enter the data that comes up: Company Name: the name of the school Code: identification code that is used in some listings in the system VAT Number: the school's VAT number Code . . . Continue reading...