These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Education ERP
- Who it's for
- Training institution groups
Training institution groups
Training groups may run overlapping course cohorts with different start dates and payment schedules. A branch manager needs to know which cohort a learner belongs to, while the group office needs comparable collection and capacity reporting. Model a cohort through its program and academic period instead of forcing every branch into a single school-year calendar.
How Education ERP is set up for you
Flexible cohorts
Use explicit start and end dates for teaching periods. A learner moving to a later cohort keeps their original enrollment and fee history.
Branch permissions
Limit staff access to the organizations and campuses they operate. Shared master data does not automatically grant access to another branch’s student or financial records.
Receipt matching
Allocate receipts against the learner’s actual charges and preserve unallocated cash. Reconcile payment-provider events before producing collection summaries.
Begin with one branch and a pair of overlapping cohorts so scheduling conflicts and payment allocation are visible during the pilot. Verify a transfer between cohorts and a replacement faculty assignment. Add the next branch only after entity mapping, reporting definitions and intercompany treatment have been agreed by finance.
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.
- Admin
- Maintains access and configuration without replacing institutional decisions.
Set up Education ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.