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Aide version PDFAide en ligne finance version PDF
En PJ Aide en ligne PDF

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ConfigurationConfiguration new financial year
In the Finance/Preparation module, fees, deductions, taxes are defined for each school year. Eduka allows you to copy...

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Créer un frais de transport par zone
Créer un frais générique Dans le menu Finance/Référentiel/Frais, cliquer sur...

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EncaissementsParamétrage - Transaction comptoir
Les transactions comptoirs sont à paramétrer dans le module finance au niveau du référentiel...

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ModelSetting up dunning notices
The dunning notices are based on the outstanding amounts according to their age Setting up dunning levels In the...

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ModèleAccount Statement Template
Configure the PDF template for account statements To insert statement information in your template, you must insert the...

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ModèleAdd the site on the invoice
Configuration / Property module (available depending on profiles) Create a property Click on condition table: Add...

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ModèleConfiguration - Invoice templates
If you want to modify the default invoice templates in your Eduka Suite database, add new templates, rename them, follow...

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ModèleModel of bank statement
Associating a bank slip template to a bank You have to start by creating your docket template in the Documents module,...

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ModèleModèle de certificat fiscal

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ModèlePayable invoice template
The summary document is a functionality allowing to generate 1 single document for a payer concentrating all the...

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ModèleSample delinquency report
Configure the PDF template for delinquency reports To insert statement information into your template, you must insert...

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ModèleTransaction models for collections
Find the keywords to be used for the generation of transaction documents of different types in the Collections section...

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ParameterizationCreate a freight charge
Create a generic fee In the menu Finance/Reference/Fees, click on create ''Fees''. Category (grouping of charges with...

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ParameterizationNotify Admission/Parent Portal of bills or payments issued
It is possible to set to notify the Admissions teams and parents from the Admissions portal/module, of the financial...

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ParamétrageCreate a ''Deposit'' fee
Create a generic fee In the menu Finance/Reference/Fees, click on create ''Fees''. Category (grouping...

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ParamétrageCreate a discount
Creating a generic deduction In the menu Finance/Reference/Deductions Create a deduction by indicating on which...

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ParamétrageCreate a fee category
Create a fee category The category is used to group together costs with the same characteristics (for the generic...

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ParamétrageCreate a fee for a non-student
It is possible to charge various types of fees (*) for persons who are not students of the school (free candidates,...

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ParamétrageCreate a fee from a service module (AES)
Create a generic fee In the menu Finance/Reference/Fees, click on create ''Fees''. Category (grouping...

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ParamétrageCreate a re-registration fee
Create a generic fee In the menu Finance/Reference/Fees, click on create ''Fees''. Category (grouping...

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ParamétrageCreate a school fee
Create a generic fee In the menu Finance/Reference/Fees, click on create ''Fees''. Category (grouping...

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ParamétrageDéduction optionnelle (paiement anticipé, escompte)
Créer une déduction générique Dans le menu...

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ParamétrageFees with individualized amounts
Setting up a Fee with Individual Amounts The setting of a fee using the condition ''Individualized...

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ParamétrageFinance configuration module
Please find a complete guide attached to this article.

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ParamétrageFinance profile settings
Adjustment of the finance profile with available functionalities Financial Analysis - disabling reports Fee setting...

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ParamétrageMulti-currency and exchange rates
Only one transaction currency is available in Eduka, called "main currency", which is used to generate...

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ParamétrageReplace Payer Code Family
Change the pay code In the configuration/synchronization module Set old code; new code Overview Register

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ParamétrageSetting up a bank
Setting up a new bank In the module Finance/Repository/Configuration/Banks In red is the minimum information to be...

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ParamétrageSetting up an advance on costs
Eduka allows you to enter 2 types of advance: generic advance on the payer or advance on costs associated with a fresh...

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ParamétrageSetting up the eWallet electronic wallet
The eWallet functionality allows you to manage an eWallet for the members of your institution. It can be made up of one...

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ParamétrageStatutes Finance / Admission and schooling statutes
Correspondence: statutes finance module & statutes admission module In Eduka, the finance and admission modules are...

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ParamétrageStudent form, payer finance
Information from the student database relevant to the finance module can be added to the Student Finance Worksheet /...

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ParamétrageWording of document templates
In the Finance module a number of documents can be generated according to a template to be defined. - Student...

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Sample Document - Invoice Summary
The "Invoice summary" document allows you to group together several invoices from the same payer from billing batches in...

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SettingCreate a registration fee
Create a generic fee In the menu Finance/Reference/Expenses, click on create ''Expenses Category (grouping of charges...

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TemplateAGE Slip Model
To allow you to generate your AGE slips (established rights, collections) in a format that meets the precise...

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TemplateEdit finance email text
  Email Invoice In the Finance/Repository/Configuration module, tab Templates Change title and text Email...


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