small-map

I need to produce a list of students with their current accommodation provider?

No Comments Posted on 03/06/15 in Category

is can be achieved by creating an “Accommodation Booking” quick report.

There is a helpsheet (no.SQL036) which covers this.  Please click on the following link to view or download helpsheet – SQL036.net List of Students with current HF.doc

> Read More

I need a report that shows each family and what beds they have occupied/vacant?

No Comments Posted on 20/05/15 in Category

This can be achieved by running the Accommodation Daily Booking Chart.

(There is also the facility of the Weekly Booking Chart (however this is an additional module)

This will give you a list of families showing each room with the number of beds in use and available day by day (week by week) for a given period.

There is a helpsheet (no.HS028) which covers this.  Please click on the following link to view or download helpsheet – HS028 Accommodation – Daily Booking Chart.doc

> Read More

How do I get a list of students who made an enquiry with a particular date range?

No Comments Posted on 20/05/15 in Category

This can be achieved by creating a “Student” quick report.

Within the report you would need to include “Student Creation Date” and also “Student Status Name” and adding criteria to each of these fields to pick up the date range and the status of the student that you are wanting to report on.

There is a helpsheet (no.SQL071) which cover this.  Please click on the following link to view or download helpsheet – SQL071.net List of Enquiries by date.doc

 

> Read More

How does the Date Wizard work?

No Comments Posted on 20/05/15 in Category

This enables you to make quick dates changes to enrolments.

The arrival/departure dates can be changed, with each booking element easily updated.

An option allows the changes not to be re-financed if required.

There is a helpsheet (no.SQL058) which covers this.  Please click on the following link to view or download helpsheet – SQL058.net Date Wizard.doc

> Read More

What does Purge Processed Documents mean?

No Comments Posted on 20/05/15 in Category

This is a way in which to remove old processed documents from Class.

There is a helpsheet (no.SQL139) which covers this.  Please click on the following link to view or download helpsheet – SQL139.net Purging Documents.doc

> Read More

What does the Document – Batch Processing do?

No Comments Posted on 20/05/15 in Category

This enables unsent documents to be merged and sent all together, a mix of print and email can be handled by the system.  Also a wide range of selection options is available.

There is a helpsheet (no.SQL218) which covers this.  Please click on the following link to view or download helpsheet – SQL218.net Document Batch Processing.doc

> Read More

How does the Copy/Cancel function work?

No Comments Posted on 13/05/15 in Category

There are several uses for this function –

Example 1) The wrong agent has been invoiced

You have booked a student and produced the final invoice.  You then realise that the wrong agent was assigned to the booking.

The Copy/Cancel function can be used to create a new enrolment which will allow the correct agent to be selected and the existing enrolment will be cancelled.

 Example 2) Booking siblings

You could have bookings for two siblings both studying the same course at the same time.  …

> Read More

How are the Booking Status and Arrival Status to be used?

No Comments Posted on 13/05/15 in Category

The Booking Status and the Arrival Status affect the enrolment process in different ways?

Booking Status – 

Booked: will allow full processing of an enrolment.

Provisional: This is only applicable if the company settings restrictions are in place and a couple of examples of its use are:

Student/agent has confirmed their booking but you are awaiting their visa details.
Student/agent has confirmed their booking but you are awaiting payment.

There are 3 separate restrictions available when the Booking Status is provisional –

Restrict Enrolment/Group Invoicing
Only the Proforma …

> Read More

How can a create a report that gives Discount/Commission given over a specific period?

No Comments Posted on 13/05/15 in Category

To produce this information within a report you would need to use the Discount & Commission Analysis (Booking & Production), this can be found within the Reporting Module.

There is a helpsheet (no.HS108) which covers this.  Please click on the following link to view or download helpsheet – HS108 Statistics – Discount & Commisison Analysis.docx or please watch the video below demonstrating this process.

 

> Read More

How can I amend the finance after the invoice has been produced?

No Comments Posted on 13/05/15 in Category

Occasionally after the final invoice has been produced an amendment needs to be made to the booking which requires a new invoice.

This can be done from the Booking screen opening up the booking line that is incorrect, and amending the number of weeks to force a recalculation of the finance.

There is a helpsheet (no.HS232) which cover this.  Please click on the following link to view or download helpsheet – HS232 Enrolment – Force refinance after Final invoice produced.docx or please watch …

> Read More