Frequently asked questions
Can I delete a transaction I recorded by mistake?
No. An entry is never deleted. Press “Edit” to correct it or “Void” to cancel it, and give a reason. It stays in the history, and a voided entry can be restored. See Correct or void an entry.
Who can still change an old entry?
For 48 hours after an entry was recorded, the accountant and the founder can correct, void or restore it. After that, only the founder can, and the app says so if you try. See Correct or void an entry.
Is a group with no fee counted as late?
No. A subscription with no fee, or with a full discount, is never late and is not counted in the debts. It shows “No fee set”. Set a fee to start tracking it. See Debts and subscriptions.
How much does a late student owe?
One monthly fee for every started period of thirty days of delay, less any money already waiting in that subscription's balance. The card “Outstanding” on the home page adds these up. See Debts and subscriptions.
What happens to the debt of a student who left?
It stays in view in the list “Left the group, or group archived” on the page “Subscriptions”, counted up to the day the student left or the group was archived. The accountant or the founder can press “Write off” and give a reason. No money moves. See Debts and subscriptions.
Can I set my own salary or record a payment to myself?
No. An accountant cannot set their own base pay or record a payment to themselves. Ask the founder. See Pay a salary and give the payslip.
Where do I pay a salary and print a payslip?
Open “Salary”, set the base pay on the person's row, then record the payment in Finance as an expense in the category “Salary”. The print icon on the row opens the payslip. See the guide.
How do I record a tuition payment?
Open “Finance” and press “New payment”. Choose the “Subscription”, check the amount and press “Record transaction”. On the page “Subscriptions”, “Record payment” on a row opens the same form filled in.
How do I change a fee or give a discount?
On the page “Subscriptions”, press the fee on a row to change it, or “Set discount” to give a percentage with a reason. Both changes are recorded in the audit log. See Debts and subscriptions.
Can I message the parents of late students?
Yes, one parent at a time. On “Subscriptions”, press the message icon (“Message parent”) in the family's row, and “Messages” opens with a conversation with the parent. An accountant cannot write to students or send one message to many people: for that, ask reception.
What does the accountant not see or do?
The menu has “Dashboard”, “Students”, “Groups”, “Finance”, “Salary”, “Messages” and “Notifications”. “Students” and “Groups” are for looking up. An accountant cannot register students, create groups, take attendance or open “Administration”.
What is in the Excel reports?
The finance report lists the transactions of a period with the totals of income, expenses and the net result. The subscriptions report lists every subscription with its fee, paid-until date and status. Voided entries are marked and left out of the totals. See the guide.