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INTRODUCTIONBatch Billing Introduction
The Finance / Invoicing / Batch module allows you to invoice fees for a school year on demand Principle of the billing...

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(nouveau)

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change managementBlocking Change Management - Changes to be processed
The Finance / Billing / Change module tells Finance Users what changes (from other modules or from the Finance module)...

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change managementChange management - create custom tabs or 'todo list'
On the change management page, a "Settings" button is available: From this screen, you can perform the...

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change managementChange Management - Disclaimers to be processed
The Finance / Billing / Change module tells Finance Users all the students whose registration file has been cancelled or...

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change managementChange Management - Other Changes
The Finance / Billing / Change module indicates to Finance Users the changes (from other modules or from the finance...

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change managementChange Management - Registrations to be processed
The Finance / Billing / Change module tells Finance Users all the students whose registration file has been sent to the...

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change managementChange Management - Write-offs to be processed
The Finance / Billing / Change module tells Finance Users all students whose de-listing file has been sent to the school...

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deductionDeduction - Bulk Change Deductions
It is possible to change the deductions individually on the student financial statement. It is also possible to modify...

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deductionDeduction - Changing a student's deductions or siblings
The student financial master record groups together the financial information used to set up expenses and...

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DéductionDéduction - Rang fratrie
Différents rangs fratrie, famille   Rang fratrie admission - indique le rang des élèves...

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FacturationFacturation - Affichage solde facture élève
  Paramétrage affichage du solde sur le modèle facture élève Menu...

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FacturationFacturation - Envoyer une notification sur le portail ou l'App Eduka
  Envoi d'une notification à la suite de la création des transctions  Après la...

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FacturationFacturation - Refacturation d'une déduction
  Certains déductions interviennent après la facturation : Déduction modifiée...

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FacturationFacturation - Rendre invisible des transactions
Par défaut, lorsqu'une transaction finance est créée, elle est visible sur le portail Parents...

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finance profileStudent Finance Profile - Eligible Student Expenses
Each school year, fees are set up with criteria that are used to define student eligibility and allow for automatic...

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invoicingBilling - Batch Billing
The menu Billing / Billing Batch, allows you to launch on demand, the billing of fees for one or more given...

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invoicingBilling - Batch check (invoice not created)
Here is a checklist to detect the causes of ineligibility of a fee in an automatic batch 1- Check if the fee has...

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InvoicingBilling - Billing a deduction only
Some deductions are made after invoicing (early payment discount, deductions on unbilled fees ex. Maintenance exchange...

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invoicingBilling - Billing for a manager, separated family
Eduka allows you to maintain several scenarios depending on the status of the family. By default the FAMILY is the payer...

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invoicingBilling - Billing registrations from the Services or AES module
Before launching a batch to invoice services fees (AES, daycare etc), make sure that the parameters are done : Linking...

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invoicingBilling - Check why a student is not billed in a batch
You have run a billing batch but find that a particular student is not being billed for a fee, or even that no invoice...

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invoicingBilling - Create a credit note
The credit note can be generated from 2 menus, either Finance / Billing / Manual Billing or or from Student Finance...

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invoicingBilling - Manual
The Finance / Billing / Manual Billing module allows you to individually bill all fees (even non-eligible ones) for a...

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invoicingBilling - Proforma Invoice
Eduka's Proforma feature allows you to - generate, send proforma invoices - generate and post proforma invoices with...

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invoicingBilling - Update billing address
The billing address for family payers is updated in the "family" tab of the family record. Select a person in...

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invoicingDeferred Revenue Management
Deferred Revenue Management   1/ Setting up the accounting account for Accrued...

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invoicingInvoice - Manual credit note and invoice
It is possible to create credit notes (e.g. cancellation of a trip) and manual mass invoices (e.g. AHV-supported...

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invoicingInvoicing - Penalty Fees for Unpaid
There are two ways to create a Penalty Fee. The choice depends on the complexity of your calculation method. 1/ If the...

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invoicingInvoicing - Print/Send Invoices
Financial documents can be sent by email as an attachment and are available (with the possibility of printing) on the...

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invoicingInvoicing - recalculation of deductions in automatic mode
The % deductions applied to students can be modified for trimesters already billed. It is possible to automatically...

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InvoicingSending a copy of the "third party payers" invoice to the responsible persons
It is possible to send a copy of the invoices issued for Third Party Payers (company, foundation etc) to the...

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RapportReport - Audit of Cost Coverage
A report is available to verify the payers associated with student fees Coverage of costs In the menu Finance/Financial...

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reportReport - Extraction of Invoice Entries
Invoice entries are available in several reports. Entries that are entered or imported into the accounting system can be...

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reportReport - Verify fees not yet billed
The expense report in the Financial Analysis menu allows you to check the eligible costs not yet invoiced. It lists all...

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