All posts in Web Interface Administration
Configuring Lesson Carnets Navigate to Administration → Economic Settings Scroll down the page to the Lesson Carnet Costs section and enter all the required information for the new package you want to create: Example: Package Name: Package 10 Specify the type of expiration of the carnet: Enable if the Carnet has lasso . . . Continue reading...
In case you want to remove the security system when logging in, navigate to Administration → General Settings. Go down to the bottom of the general settings section and enter none (by default, simple Capcha is set) from the drop-down menu for Security at login. Click Edit Settings to . . . Continue reading...
To configure the roles to be associated with system administrators (e.g., "Secretariat," "Administration," "Trainee," etc. cc) navigate to Administration → Administrators and, from the next screen, click the orange button at the top Manage Roles. N.B. Only a Super Admin administrative account will be able to view the Administrators menu item and access it. . . . Continue reading...
To add new system administration user profiles, navigate to Administration → Administrators and click the Add Administrator button: N.B. Only a Super Admin administrative account will be able to view the Administrators menu item and access it. From the screen that appears, enter: Last name and first name: Last name and first name of the new system administrator . . . Continue reading...
When enrolling a student in a course, it will be possible to add (or sell separately following course enrollment) instructional materials to the order by clicking the blue drop-down menu and selecting Goods and Services. After selecting the desired instructional materials, click the green "In Cart" button to . . . Continue reading...
To add a good or service navigate to Configuration → Goods and Services and click the green button in the upper right corner Add Sales Item: The screen that will appear will be as follows: Then enter: item name*: the name of the good or service Image: Allows you to select an image for the . . . Continue reading...
To configure the annual membership fee navigate to Administration → Economic Settings then expand the "Student Membership Fees" section and enter: Membership fee name: name of the school's membership card Membership fee € *: cost of the school's membership card Period (Year(s)): duration in years of the school's membership card . . . 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...