All posts in Web Interface Administration
To configure one or more company accounts related to the school navigate to Tax Management → Tax Settings and click the "Company Account Management" icon on the company row. Then value the checkbox "Enable management of cash and account balances" and click the "Add new account" button. Then enter: Account name: . . . Continue reading...
Entering a commercial offer To enter a commercial offer into the system navigate to CRM & Marketing → Offers and click the "Enter new offer" button. As a first step, choose the type of customer to whom the offer will be addressed between private and business, by valorizing the corresponding checkbox. Now type in at least 3 letters of the user you . . . Continue reading...
The "Teaching Class" course type consists of a regular weekly scheduled course (the schedule of the first week of the course, repeats throughout the duration of the course) which, unlike the standard regular course, may feature more subjects and/or more teachers and classes may have . . . Continue reading...
To configure the stamp so that it is included on the invoice and/or tax receipt, navigate to Tax Management → Tax Settings and click the edit icon on the company line. Configuring the Invoice Stamp As for configuring the stamp in invoices, scroll to the second section of the page and enter . . . Continue reading...
Activating Electronic Invoicing In order to generate XML files of issued invoices, you will first need to configure some system settings. As a first step, navigate to Tax Management → Tax Settings: Then click the edit icon on the Company row: From the next page, scroll to about halfway, value . . . Continue reading...
In the event that a student enrolled in a course wants to use different billing information than his own residency information, because someone else such as the company he works for is paying for the course for him, he need only go into his student record and enter the information . . . Continue reading...
Configuring General Teacher Availability To configure general teacher availability, thus allowing the system to signal conflict when attempting to schedule a lesson or extra activity in a time slot when the teacher is unavailable, navigate to Master Data → Teachers. From the next screen, search for the desired lecturer . . . Continue reading...
The first step regarding teacher pay is to configure their pay, either by going to create pay classes to associate with courses (or the teachers themselves), or by simply entering the individual teacher's hourly pay directly into their master file. To read the Wiki article related to . . . Continue reading...
Changing the Lesson Duration of a Regular Course Already Planned To change the lesson duration of a regular course already started navigate to Didactics → Group Courses or to Didactics → Individual Lessons. Locate the course concerned, click the Lesson Schedule icon on its row and, from the screen . . . Continue reading...
To change the amount of an order that has already been issued, add goods or services, or change the various wording on it, navigate to Financial Management → Order Management and click the "Manage Installments and Payments" icon. From the next screen click the blue Reopen button. At this point you can: Edit . . . Continue reading...