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- Education & School ERP
- Who it's for
- Education groups
Education groups
An education group needs shared purchasing discipline without blurring the ownership of each company’s cash, stock and obligations. Campus labels make operational reports useful; company scope still determines permissions, counterparties and the books.
How Education & School ERP is set up for you
Campus supply
Follow requirements and received supplies by the actual campus and warehouse. A shared catalogue can help buyers compare products while entity-specific costs and authority remain intact.
Company boundaries
Use paired approved intercompany documents when goods genuinely move between legal companies. Movement within one company follows the existing warehouse route, and a reporting label does not create a sale.
Term and fiscal calendars
Retain term labels when explaining commitments, but close each company by its own accounting periods. A shared academic calendar does not change invoice due dates or posting authority.
Features to start with
Payables and receivables
Match obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements.
Purchasing and inventory
Control commitments, receipt quality and stock availability from the first requisition through delivery and returns.
Entities and master data
Set the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.
Roles on the team
- Controller
- Owns financial policy, independent finance decisions, reconciliation, the close and consolidation.
- Finance Clerk
- Captures and reconciles finance transactions, prepares payments and performs only the narrow routine settlement actions allowed by policy.
- Buyer
- Owns supplier purchasing and independent purchase decisions within authority, without receiving or approving their own order.
- HR Manager
- Owns employment and leave policy and independently confirms sensitive employee changes proposed by payroll.
Set up Education & School ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.