• Finance – Fund Allocation / Retained Earnings

    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…

  • Budget Forecasts in MAT Finance

    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…

  • How to import Journal details in MAT Finance

    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…

  • How to add On the Fly Students to the Take Register page

    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…

  • How to print the Register in the new Teacher Dashboard

    In this guide we will show you how to print the register three ways: simple attendance register, register with attendance history, and blank register. Teacher Dashboard > Student List > Take Register (New UI) Go to the Student List and click on Take Register. Click the Actions button and choose one…

  • How to record Group Behaviour in the new Teacher Dashboard

    This guide will show you how to record group behaviour in the new Teacher Dashboard. Related guides: Behaviour Overview Teacher Dashboard > Student List (New UI) Click on the Behaviour button and choose Record Group Behaviour.  A new tab will open. Click on Add/Remove button to add and remove Positive and Negative Events columns. Once…

  • Bromcom web Timetable

    This guide will show you how to use the web Timetable module. Related guides: Timetable

  • How to post automatic reversal Journals (Accrual and Prepayment) in MAT Finance

    In this guide, we will show you how to post automatic reversal Journals when posting Accrual or Prepayment Journals in MAT Finance. Related guides: MAT Finance Guide Access: To carry out this task, you will need the following permission from within the Finance Module of Config > Setup > Roles & Permissions. Finance >…

  • How to manage Bromcom AI in Vision

    In this guide, we will show you how to manage Bromcom AI settings in Vision. Through Vision, the Bromcom AI permissions set in the master school can be distributed to schools in the Trust. Note: All pages below are subject to having the relevant Roles and Permissions. Related guides: How to use Bromcom…