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- Education ERP
- Who it's for
- Schools and academies
Schools and academies
School administration connects the registrar’s student history with the bursar’s fee account and the teacher’s class register. A single student may change sections or campuses while the guardian relationship and earlier academic history remain relevant. Start with the school’s own term structure and approval policy.
How Education ERP is set up for you
Term-based enrollment
Keep the student identity stable while recording the current class, program and term separately. A transfer should remain traceable.
Guardian access
Agree which information may be shared with an authorized guardian and how changed contact or access rights are verified. Do not expose unrestricted student records through a general link.
Fee adjustments
Concessions, sibling arrangements and withdrawals require explicit policy and evidence. Preserve charges and adjustments so a disputed balance can be explained.
Pilot one campus and academic term with admissions, a fee schedule and an ordinary week of classes. Include a mid-term withdrawal and a timetable change. Reconcile student balances with finance before extending to other terms or integrating parent communications. The starting scope should use data the school can validate and staff who can own the decisions.
Plan the rollout, review relevant modules, and compare the source data.
Features to start with
Admissions and enrollment
Review applications and carry accepted students into the right campus, program and term.
Student records and attendance
Keep student identity, enrollment history and session attendance connected.
Fees and collections
Connect approved fee plans, concessions, due dates, receipts and outstanding balances.
Roles on the team
- Registrar
- Owns admissions decisions, enrollment and controlled student changes.
- Bursar
- Owns student charges, concessions and collection reconciliation.
- Academic Coordinator
- Owns class allocation, faculty load and published timetables.
- Faculty
- Records attendance for assigned classes.
Set up Education ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.