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Schools
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Schools

Main Functions
Adding new schools
Editing existing school details
Making schools inactive

Code
Mandatory - keep it short, it can save time when entering, eg. "B" for Bournemouth

Name/Address etc
Self-explanatory

Status
Set Inactive if the School is no longer used.

Surname/Forename/Title/Addressee/Position
Contact details, maybe emergency contact for the school.

Send By/Email Format/Correspondence Language
Default for 'School' documents

Local Currency
School currency is used for:
Enabling host families to be paid in the "local" currency.
Allowing the correct "Direct Agent" (relevant to the school currency) to be used on extensions.
School currency is not used for any accounting reports/purposes.

Host Family Pay Currency
Currency for paying host families.

Correspondence Language
Only used if multi-language documents are to be set up in Class.
This will define the default language to be used for this school.
Normally set as "Not Required".

Promotional CC
If many schools are in use, and CC/Depts are used in breaking down the Nominal (General Ledger) accounts then enter the CC/Dept for this school, otherwise leave blank. If the system rules show CC/Depts not to be "in use", then the cells will be greyed out (as per the sample screen).
The system will use the defaults when setting accounting codes in "Promotions".

Analysis Fields
Set in System Settings - can be made mandatory.
Analysis 1-6 are used for character values (1-30 characters)
Analysis 7-8 are used for numerical values +/- 9,999,999 (whole numbers only)
Analysis 9-10 are date fields.

Courses/Classes/Logo
Reflects the Courses/Classes in use by Class.

Logo
File location of the school logo file (use browse button to find file).
The logo file can be used in a master document where a different log is required for each school. Most schools have a single logo and therefore the logo is "pasted" into each document, without the need for separate logos for each school.

Class Rooms/Booking Fees
Mainly for reference. Class Rooms may be added/edited from this tab.

Booking Fees
Add any number of Sundry Price Items.
All will be automatically charged when enrolments are added for this school (subject to agent's rules).

Visa Details
Assign the list of visas that may be applicable to students attending the school.

Timetable (used by Advanced Timetabling)
Set school days and normal start day.

Visa Types
Visa type default for this school.

Web

Allow Web Bookings?
Set if the school is to be visible on the web

Country of School
For web selection by country

Allow Packages?
Select if packages for this school are available on the web

School Web Note
A description which may appear on the web

Verify Web Booking Currency Options
Select which currencies (for invoicing) are available for this school

Web Alternate Languages
Web Name and Notes can be shown differently for each web language

Account Admin User
An admin user can have the following additional right:
Amend the main username/password (top of screen)
Switch on/off the web enabling of contacts

Access Sub Agents
Permission to access the accounts of sub-agents (set up in the table on the right side)

Contact Summary Details

Notes
3 x Notepads and User Defined Fields and Dated Notes.
These operate in the same way as elsewhere in the system.

Unavailable

Used only by Advanced Timetabling.
Enter school holidays/closures for each year.
Advanced Timetabling will use this information for teachers, rooms and classes.


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