You need to “Reverse” the allocation and then allocate it correctly.  To do that:

You would highlight the student in the Receipt Analysis and click on “Reverse”, this then allows you to re-allocate it to the correct accounts.

There is a helpsheet (no.LED003) which covers this.  Please contact [email protected] for this or you can find it in the “Customer Login” area of the website.

To add another receipt type so that it can be used when creating a receipt within the Class Ledger.

You would go into System Settings>Accounting>transaction Type.

There is a helpsheet (no.LED025) which covers this.  Please contact [email protected] for this or you can find it in the “Customer Login” area of the website.

To post money to the Class Ledger you can either

Selecting Accounting/Ledger > Ledger, which will take you to the ledger and to the Account Browse screen where you will search for the required agent/student account.

Or

Within the student’s enrolment, go to the Invoicing screen and select the ‘Agent Account’ or ‘Student Account’ button.  This will take you directly to the account for this enrolment.

The receipts screen shows any unallocated cash (top section), and any allocations of that receipt (bottom section).

From this …

Firstly you would need to create a “Group” quick report to select the students you require, then you would select on “Send As Labels”.

Selecting the label format that you require, select “OK”.

This will the go through a process of creating an Excel Spreadsheet listing the selected records and then creating a Word label document with the merged names and addresses.

There is a helpsheet (no.SQL078) which covers this.  Please click on the following link to view or download helpsheet – SQL078.net Group …

This type of report can be created using an “Enrolment Course Booking” quick report.

Date Filter could be “Starting” if you require a list of all starters or “Present”  if you want to see all students currently on a course or “Finishing” if you want to see all students finishing a course.

There is a helpsheet (no.SQL069) which covers this.  Please click on the following link to view or download helpsheet – SQL069.net Students starting course List.doc

To create a new school in Class go to Maintenance/Settings>Schools

There is a helpsheet (no.SQL122) which covers this.  Please click on the following link to view or download helpsheet – SQL122.net Setting Up a New School.doc

It is possible to add your school company logo so that it is displayed on each of the screens.

There is a helpsheet (no.SQL201) which covers this.  Please click on the following link to view or download helspheet – SQL201.net Adding School Logo.docx

All master documents work in the same way.  Each master document consists of a Word document with a Class header record that identifies and controls its use in the system.

There is a helpsheet (no.SQL082) which covers this.  Please click on the following link to view or download helpsheet – SQL082.net Creating Master Invoice.doc

You can choose any variety of date format to insert into your document templates, depending on your preferences.

If you would like to change the date format of a field in your document, you would highlight the merge field, and then click on Field Formatting in the Word Edit box.

Once you have clicked on “Apply” in the Word Edit box your document template will have the addition on the merge field, and when you come to produce your document, the appropriate …

You would need to create an “Enrolment” quick report

Adding the “Group Name” field and selecting criteria “Equal To” and then a specific group name.

This will then report on all students that are booked within the group, and then from here you have the facility to print or email a confirmation to the host.

There is a helpsheet (no.HS056) which covers this.  Please click on the following link to view or download helpsheet – HS056 Groups – Host Family Confirmation Letters.docx or please watch …