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How can I see how the school is performing over a specific period?

No Comments Posted on 13/05/15 in Category

Within Class you have the “All School Statistic Summary, this is a quick way to see how your school(s) are performing over a specific period.  Student numbers as well as statistical weeks and values can be found quickly from this report.

This report can be found within the Reporting Module of Class.

There is a helpsheet (no.HS230) which covers this.  Please click on the following link to view or download helpsheet – HS230 Statistics – School Statistics.docx or please watch the video below …

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What does the Account Export do?

No Comments Posted on 30/04/15 in Category

The Accounting Export is an additional module within Class.

This is for users who require weekly/monthly figures to be transferred into their own accounting system (i.e. Sage, Quick Books, Dream) without having to manually input the values.  Class provides the Accounting Export module which enables accounting transactions (invoices/credit notes/receipts/accommodation payments) to be exported in an industry-standard windows file for re-importing into their own accounting system.

There is a helpsheet (no.HS229) which covers this.  Please click on the following link to view or …

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What is the Task Manager?

No Comments Posted on 30/04/15 in Category

The Task Manager is an additional module within Class.

The Class Task Manager enables you to run many quick reports, statistics and processes at any scheduled time or at regular intervals in a continuous unattended run, for example during lunch break or overnight.  Export/Import files from other systems may also use this function.

There is a helpsheet (no.HS228) which covers this.  Please click on the following link to view or download helpsheet – HS228 Module – Task Manager.docx

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What does the Price Import do?

No Comments Posted on 30/04/15 in Category

The Price Import is an additional module within Class.

This is a process designed to simplify and reduce the time taken to update prices in Class. Simply output “this year’s” prices to Excel using the Class Price List Export option, update them with the new dates and prices. Then import the updated prices back into Class.

This module allows existing prices to be imported.  You cannot add new price items to the exported list and then import them.  New prices must be …

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How do I create a Payment Plan?

No Comments Posted on 30/04/15 in Category

The Flexible Payment Plan allows you to set payment plans for student bookings – it is not available for agent bookings.  You can schedule instalment payments for a student for all or part of their booking.  This feature is only available if you have the Class Ledger.

There is a helpsheet (no.HS224) which covers this.  Please click on the following link to view or download helpsheet – HS224 Enrolment – Payment Plans.docx or please watch the video below demonstrating this process.

 

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How do I produce a list of host family payments to send to the bank?

No Comments Posted on 30/04/15 in Category

Within the homestay payment run there is a BACS file that can be created which is saved in an export file.

This file is generated for all families whose payment method within their banking screen is set to ‘Transfer’ and their bank details entered correctly.

There is a helpsheet (no.HS192) which covers this.  Please click on the following link to view or download helpsheet – HS192 Homestay Payments – BACS Output File.docx

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How do I create an Analysis Field?

No Comments Posted on 30/04/15 in Category

The Analysis Fields are set up within the the Maintenance/Settings>General Settings Module.

There is a helpsheet (no.SQL067) which covers this.  Please click on the following link to view or download helpsheet – SQL067.net Adding Analysis Fields.doc

 

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How do I clear logged on users

No Comments Posted on 30/04/15 in Category

If you need to clear users that are logged in on Class.

Simply select the Class Icon, then click on File/Users Logged In

Then highlight the user and select Clear.

There is a helpsheet (no.HS020) which covers this.  Please click on the following link to view or download helpsheet – HS020 Maintenance – Clearing Users and Locked Files.docx

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How do I set up a new user within Class?

No Comments Posted on 30/04/15 in Category

To create a new user in Class you must have “Administrator” permissions.

A new user is set up within the Maintenance/Settings>User Settings.

There is a helpsheet (no.SQL015)which covers this.  Please click on the following link to view or download helpsheet – SQL015.net Setup new users.doc

 

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What does the agent room allocation enable me to do?

No Comments Posted on 30/04/15 in Category

The Agent Room Allocations feature allows you allocate (reserve) accommodation products to your agents, monitor their progress and adjust allocations accordingly. For example, you may have setup an availability list for a specific residence that defines how many beds are available on any given day throughout the year. It is these numbers that are used as a basis for allocations to agents.

There is a helpsheet (no.SQL216) which covers this.  Please click on the following link to view or download helpsheet …

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