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Modules

Admissions and enrollmentReview applications and carry accepted students into the right campus, program and term. Student records and attendanceKeep student identity, enrollment history and session attendance connected. Fees and collectionsConnect approved fee plans, concessions, due dates, receipts and outstanding balances.
Faculty and timetablesPlan teaching assignments and publish sessions without room or faculty conflicts. Campus purchasingRoute departmental requests through the right campus and budget owner. Institution financeReconcile student accounts and campus expenditure to reviewed financial postings.

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Processes

Application to enrollmentMove an application through a recorded admission decision into the correct academic period. Fee billing to reconciliationIssue approved charges, allocate confirmed receipts and investigate the remaining balance.
Timetable to attendancePublish resource-checked sessions and collect attendance for the students assigned to them. Campus request to closeReview departmental expenditure and reconcile it in the correct entity books.

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Industries

Schools and academiesCoordinate school enrollment, term fees, classes and guardian communication boundaries. Colleges and institutesManage program intake, semester enrollment and faculty allocation across departments.
Training institution groupsKeep course cohorts, teaching resources and branch collections aligned across training locations.

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Reference

Roles and permissionsResponsibilities and decision rights for registrars, bursars and academic operations teams running schools, colleges and training institutions. Reports and operational decisionsReview enrollment, outstanding student charges, attendance exceptions and faculty capacity. Data model and import orderConnected records for application to enrolled student and the supporting ledger.
Integrations and source ownershipConnect learning, payment and accounting systems with explicit record ownership. Implementation and migrationStart with an academic period the registrar and bursar can reconcile together. Use Proto with this systemPrepare and review application to enrolled student with Proto.

ERP for Education

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Pricing Questions before you choose Get started
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All systems
Modules
Admissions and enrollmentReview applications and carry accepted students into the right campus, program and term.Student records and attendanceKeep student identity, enrollment history and session attendance connected.Fees and collectionsConnect approved fee plans, concessions, due dates, receipts and outstanding balances.Faculty and timetablesPlan teaching assignments and publish sessions without room or faculty conflicts.Campus purchasingRoute departmental requests through the right campus and budget owner.Institution financeReconcile student accounts and campus expenditure to reviewed financial postings.
Processes
Application to enrollmentMove an application through a recorded admission decision into the correct academic period.Fee billing to reconciliationIssue approved charges, allocate confirmed receipts and investigate the remaining balance.Timetable to attendancePublish resource-checked sessions and collect attendance for the students assigned to them.Campus request to closeReview departmental expenditure and reconcile it in the correct entity books.
Industries
Schools and academiesCoordinate school enrollment, term fees, classes and guardian communication boundaries.Colleges and institutesManage program intake, semester enrollment and faculty allocation across departments.Training institution groupsKeep course cohorts, teaching resources and branch collections aligned across training locations.
Reference
Roles and permissionsResponsibilities and decision rights for registrars, bursars and academic operations teams running schools, colleges and training institutions.Reports and operational decisionsReview enrollment, outstanding student charges, attendance exceptions and faculty capacity.Data model and import orderConnected records for application to enrolled student and the supporting ledger.Integrations and source ownershipConnect learning, payment and accounting systems with explicit record ownership.Implementation and migrationStart with an academic period the registrar and bursar can reconcile together.Use Proto with this systemPrepare and review application to enrolled student with Proto.
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ERP for Education References
Data model and import order3 of 6
  • Roles and permissions1 of 6
  • Reports and operational decisions2 of 6
  • Data model and import order3 of 6
  • Integrations and source ownership4 of 6
  • Implementation and migration5 of 6
  • Use Proto with this system6 of 6

Data model and import order

Connected records for application to enrolled student and the supporting ledger.

22 tables · 70 relationships

Data model 22 tables
mastertransactionfinance Users.Organization → Organizations Organizations.Owner → Users Programs.Owner → Users Programs.Campus → Campuses Campuses.Owner → Users Campuses.Organization → Organizations AcademicPeriods.Owner → Users AcademicPeriods.Campus → Campuses Students.Owner → Users ReceiptAllocations.Owner → Users ReceiptAllocations.Receipt → Receipts ReceiptAllocations.Charge → Charges Rooms.Owner → Users Rooms.Campus → Campuses StudentGroups.Program → Programs StudentGroups.Period → AcademicPeriods StudentGroups.Campus → Campuses Applications.Owner → Users Applications.Program → Programs Applications.Period → AcademicPeriods Enrollments.Owner → Users Enrollments.Student → Students Enrollments.Application → Applications Enrollments.Program → Programs Enrollments.Period → AcademicPeriods FeePlans.Owner → Users FeePlans.Enrollment → Enrollments Charges.Owner → Users Charges.FeePlan → FeePlans Charges.Student → Students Receipts.Owner → Users Receipts.Student → Students FacultyAssignments.Owner → Users FacultyAssignments.Program → Programs FacultyAssignments.Period → AcademicPeriods FacultyAssignments.Group → StudentGroups ClassSessions.Owner → Users ClassSessions.Assignment → FacultyAssignments ClassSessions.Room → Rooms ClassSessions.Period → AcademicPeriods ClassSessions.Group → StudentGroups Attendance.Owner → Users Attendance.Enrollment → Enrollments Attendance.Session → ClassSessions PurchaseRequests.Owner → Users PurchaseRequests.Campus → Campuses GroupMemberships.Enrollment → Enrollments GroupMemberships.Group → StudentGroups GroupMemberships.Owner → Users Accounts.Owner → Users Accounts.Organization → Organizations JournalEntries.Owner → Users JournalEntries.Organization → Organizations JournalLines.Owner → Users JournalLines.Journal → JournalEntries JournalLines.Account → Accounts JournalLines.CounterpartyEntity → Organizations UsersmasterCodeStatusOwner OrganizationsmasterCodeStatusOwner ProgramsmasterCodeStatusOwner CampusesmasterCodeStatusOwner AcademicPeriodsmasterCodeStatusOwner StudentsmasterCodeStatusOwner ReceiptAllocationslineNumberStatusOwner RoomsmasterCodeStatusOwner StudentGroupsmasterCodeStatusProgram ApplicationstransactionNumberStatusOwner EnrollmentstransactionNumberStatusOwner FeePlanstransactionNumberStatusOwner ChargestransactionNumberStatusOwner ReceiptstransactionNumberStatusOwner FacultyAssignmentstransactionNumberStatusOwner ClassSessionstransactionNumberStatusOwner AttendancetransactionNumberStatusOwner PurchaseRequeststransactionNumberStatusOwner GroupMembershipstransactionNumberStatusEnrollment AccountsmasterCodeStatusOwner JournalEntriesfinanceNumberStatusOwner JournalLineslineNumberStatusOwner
Data modelTable names and relationships

How the model is organised

Admissions and enrollment

Applications, Enrollments, Programs, AcademicPeriods. Review applications and carry accepted students into the right campus, program and term.

  • Applications
  • Enrollments
  • Programs
  • AcademicPeriods

Student records and attendance

Attendance, Students, Enrollments. Keep student identity, enrollment history and session attendance connected.

  • Attendance
  • Students
  • Enrollments

Fees and collections

FeePlans, Charges, Receipts, ReceiptAllocations. Connect approved fee plans, concessions, due dates, receipts and outstanding balances.

  • FeePlans
  • Charges
  • Receipts
  • ReceiptAllocations

Faculty and timetables

ClassSessions, FacultyAssignments, Rooms, AcademicPeriods. Plan teaching assignments and publish sessions without room or faculty conflicts.

  • ClassSessions
  • FacultyAssignments
  • Rooms
  • AcademicPeriods

Campus purchasing

PurchaseRequests, Campuses, Organizations. Route departmental requests through the right campus and budget owner.

  • PurchaseRequests
  • Campuses
  • Organizations

Institution finance

JournalEntries, JournalLines, Accounts, Organizations. Reconcile student accounts and campus expenditure to reviewed financial postings.

  • Accounts
  • JournalEntries
  • JournalLines

Keys and references

Keep student identity separate from application and enrollment. Link fees to the enrollment and attendance to the scheduled session. Retain the payment-provider reference when importing receipts, and do not allocate more than the confirmed receipt or open charge.

Every organization keeps stable source identifiers. Import references by those identifiers, never by a display name that can change. Keep monetary values with their currency and unit quantities with their units. Preserve original evidence and dated correction history.

Migration order

  1. 1 Load Organizations, Users and the approved Accounts structure.
  2. 2 Load Campuses, Programs, AcademicPeriods, Rooms and Students.
  3. 3 Load Applications and Enrollments, then FacultyAssignments and ClassSessions.
  4. 4 Load FeePlans, Charges, confirmed Receipts and ReceiptAllocations; reconcile opening journals separately.
  5. 5 Reconcile source totals, test permissions and replay exception cases before opening the next operating period.

Tables

22 tables
UsersNamed staff identities and access scope.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Disabled
DatedateyesBusiness date
Ownerreference→ Users; built-in identity projection, not a user-created login
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
EmailtextUnique normalized work email
Organizationreference→ Organizations
ActivebooleanDisable access without deleting historical attribution
OrganizationsLegal entities with separate books and permissions.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Inactive
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
CurrencytextISO currency code
RegistrationCodetextLegal entity identifier
Parentreference→ Organizations
AccountsChart of accounts for the entity ledger.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Inactive
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Organizationreference→ Organizations
CategoryselectAsset, Liability, Equity, Income, Expense
PostingAllowedbooleanOnly leaf accounts can accept entries
JournalEntriesBalanced, reviewed entries with a traceable source.finance
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Submitted, Posted, Reversed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Organizationreference→ Organizations
CurrencytextTransaction currency
SourceTypetextOriginating document class
SourceNumbertextStable source identifier
PeriodtextOpen accounting period
ApprovedByreference→ Users
ReversalOfreference→ JournalEntries
JournalLinesDebits and credits attached to one journal.line
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Submitted, Approved, InProgress, Completed, OnHold, Cancelled
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Journalreference→ JournalEntries
Accountreference→ Accounts
DebitdecimalNonnegative debit in transaction currency
CreditdecimalNonnegative credit in transaction currency
BaseAmountdecimalConverted amount using the approved posting rate
CounterpartyEntityreference→ Organizations
ProgramsAcademic programs with capacity and award context.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Active, Closed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Campusreference→ Campuses
DurationTermsnumberPlanned number of academic terms
CapacitynumberApproved enrollment capacity
AwardtextQualification or completion description
CampusesOperating campus and legal-entity mapping.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Inactive
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Organizationreference→ Organizations
AddresslongtextCampus address
TimeZonetextTime zone for class scheduling
CampusLeadreference→ Users
AcademicPeriodsTerms and admission windows used for enrollment and fees.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Open, Closed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Campusreference→ Campuses
PeriodTypeselectTerm, Semester, AcademicYear
EnrollmentOpendateOpening date
EnrollmentClosedateClosing date
ApplicationsApplicant evidence and the recorded admission decision.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, DocumentsPending, Submitted, Accepted, Deferred, Rejected, Withdrawn
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Programreference→ Programs
Periodreference→ AcademicPeriods
ApplicantNametextRestricted applicant name
EvidenceattachmentRequired admission evidence
DecisionReasonlongtextReason recorded by the registrar
ReviewedByreference→ Users
EvidenceSummarytextOutstanding document or verification requirement
StudentsStable student identity separate from each enrollment.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Inactive
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
ExternalStudentIdtextUnique legacy student identifier
ContactEmailtextAuthorized student contact
GuardianContacttextWhere institution policy requires it
RestrictedNoteslongtextRestricted notes with separate access
EnrollmentsStudent placement in a program and academic period.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Active, Deferred, Withdrawn, Completed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Studentreference→ Students
Applicationreference→ Applications
Programreference→ Programs
Periodreference→ AcademicPeriods
EnrollmentDatedateEffective admission date
WithdrawalDatedateEffective withdrawal when applicable
TransferFromreference→ Enrollments
FeePlansApproved charge schedule and policy version for an enrollment.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Submitted, Approved, Superseded, Cancelled
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Enrollmentreference→ Enrollments
CurrencytextFee currency
PolicyVersiontextApproved fee-policy version
ConcessionAmountdecimalAuthorized concession amount
ConcessionReasonlongtextReason and approver evidence
ApprovedByreference→ Users
ChargesStudent fee obligations and due dates.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Issued, PartPaid, Paid, Reversed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
FeePlanreference→ FeePlans
AmountdecimalCharge before allocated receipts
CurrencytextCharge currency
DueDatedateContractual due date
ChargeTypeselectTuition, Registration, Examination, Facility, Other
ReversalOfreference→ Charges
Studentreferenceyes→ Students; must match FeePlan.Enrollment.Student
AllocatedAmountdecimalRead-only sum of active ReceiptAllocations.Amount
OutstandingAmountdecimalRead-only Amount less active allocations and approved reversal amounts
ReceiptsConfirmed collection evidence against a student account.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesPendingConfirmation, Confirmed, Reversed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Studentreference→ Students
PaymentReferencetextUnique bank or payment-provider event
AmountdecimalConfirmed received amount
CurrencytextReceipt currency
ConfirmedDatedateActual bank confirmation date
ReceiptAllocationsAllocation of one receipt across student charges.line
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesActive, Reversed
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Receiptreference→ Receipts
Chargereference→ Charges
AmountdecimalAllocated amount bounded by available receipt and outstanding charge
RoomsTeaching spaces with capacity and campus ownership.master
FieldTypeRequiredDetails
CodetextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesAvailable, Unavailable
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Campusreference→ Campuses
CapacitynumberApproved seating capacity
RoomTypeselectClassroom, Laboratory, Studio, LectureHall
AccessiblebooleanPublished accessibility attribute
FacultyAssignmentsFaculty allocation to programs for an academic period.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Active, Completed, Cancelled
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Facultyreference→ Users
Programreference→ Programs
Periodreference→ AcademicPeriods
PlannedHoursdecimalAssigned teaching hours
LoadLimitdecimalInstitution-approved load limit
Groupreferenceyes→ StudentGroups
ClassSessionsScheduled teaching sessions linked to faculty and room.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Conflict, Submitted, Published, Completed, Cancelled
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Assignmentreference→ FacultyAssignments
Roomreference→ Rooms
Periodreference→ AcademicPeriods
StartsAtdatetimeLocal session start
EndsAtdatetimeLocal session end
PublishedByreference→ Users
Groupreferenceyes→ StudentGroups; must match Assignment.Group
ConflictReasontextRoom, faculty or capacity conflict requiring resolution
AttendanceDated student attendance for one class session.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Submitted, Corrected
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Enrollmentreference→ Enrollments
Sessionreference→ ClassSessions
AttendanceStateselectPresent, Absent, Late, Excused
RecordedByreference→ Users
CorrectionReasonlongtextMandatory reason when correcting submitted attendance
PurchaseRequestsCampus expenditure request against a budget owner.transaction
FieldTypeRequiredDetails
NumbertextyesUnique within the owning organization
NametextyesDescriptive record label
StatusselectyesDraft, Submitted, Approved, Rejected, Cancelled
DatedateyesBusiness date
Ownerreferenceyes→ Users
StartDatedatePlanned start where scheduling applies
EndDatedatePlanned finish; cannot precede StartDate
Campusreference→ Campuses
AmountdecimalRequested amount
CurrencytextBudget currency
CostCentertextApproved departmental cost center
JustificationlongtextPurpose of the purchase
ApprovedByreference→ Users
StudentGroupsTeaching cohorts within a program and academic period.master
FieldTypeRequiredDetails
CodetextyesUnique group code within the campus and period
NametextyesPublished group label
Programreferenceyes→ Programs
Periodreferenceyes→ AcademicPeriods
Campusreferenceyes→ Campuses
CapacitynumberyesApproved group capacity
StatusselectyesDraft, Active, Closed
GroupMembershipsEffective-dated enrollment allocation to a teaching group.transaction
FieldTypeRequiredDetails
NumbertextyesUnique membership reference
Enrollmentreferenceyes→ Enrollments
Groupreferenceyes→ StudentGroups
StartDatedateyesFirst effective membership day
EndDatedateLast effective day after transfer or withdrawal
StatusselectyesDraft, Active, Ended
Ownerreferenceyes→ Users
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