Club & Trips administrators can use the Clubs & Trips Analysis page to view members – both individually and by Year Group. Access: the minimum permissions required for Clubs & Trips Analysis are found in the Analysis Module from Config > Set Up > Roles and Permissions. From the Home Screen select Modules > Analysis > Clubs &…
Access: The minimum permissions required to carry out this task are found in the Profile Module of Config > Setup > Roles and Permissions. There is an Exclusions Dashboard permission, with only the Access permission available to select for roles. Go to the Home page and the Overview dropdown menu or the Teacher…
In this guide, we will show you how to import and export Cost Centres and Ledger Links in the Finance Module. Access: The minimum permissions required to carry out this task are found in the Finance Module of Config > Setup > Roles and Permissions. Go to Config > Finance > Import/Export. The…
In this guide, we will show you how to manage Write Offs in the Accounts Receivable page in Finance. Access: The minimum permissions required to manage Write Offs are found in the Finance Module of Config > Setup > Roles and Permissions. This guide will cover how to: Configure Write Offs Go to Config >…
In this guide, we will show you how to Delete an Invoice & Credit Note Template within the Accounts Receivable and Accounts Payable pages in the Finance Module. Access: The minimum permissions required to Delete a Template are found in the Finance Module of Config > Setup > Roles and Permissions. To begin, go to Module > Finance > Accounts Receivable > Invoices &…
In this guide, we will show you how to Refund a Supplier Card Payment within the Finance Module. Access: The minimum permissions required to Refund a Supplier Card Payment are found in the Finance Module of Config > Setup > Roles and Permissions. To begin, go to Module > Finance > Payment Processing. To process a refund, double click on the…
In this guide we will explain the differences in configuration for Finance when using either Fund Allocation or Retained Earnings as part of their year end carry forward process. Related guides: How to Allocate Funding In Fund Allocation Modules > Finance > Maintenance > Global Configuration The checkbox Use Retained…
This guide shows you how to: Config > Setup > Roles and Permissions > Finance > Budgeting > Budget Forecast The Budget Forecasts and Reset options will have to be enabled from the Finance module for the appropriate Roles. Finance > Budgeting > Budget Forecasts Calculate future Budget Forecasts The…
In this guide, we will explain how to import CSV, Excel, and TXT files into all Journals (except for Cashbook Journals) in the MAT Finance Module. Access: The minimum permissions required to carry out this task are found in the Finance Module of Config>Setup>Roles & Permissions. From the Menu, go to Finance > New Entry > Journal. Click…
This guide shows you how to set up On the Fly Students to appear in the Take Register screen, and how to select and remove On the Fly Students from the Take Register. Groups > Teaching Class Double click on a Teaching Class from the Groups page, to open the…