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ERP.AI ERP for Education

ERP for Education

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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.

ERP for Education

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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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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
Reports and operational decisions2 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

Reports and operational decisions

Review enrollment, outstanding student charges, attendance exceptions and faculty capacity.

Enrollment by program

Compare accepted applications and active enrollments by campus and academic period.

Admissions and enrollment · View preview

Recent enrollmentsEnrollments
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftActiveDeferred
Draft
ENR-25264STD-3341
ENR-20708STD-3089
Active
ENR-60969STD-4317
ENR-69795STD-6275
Deferred
ENR-59820STD-2807
ENR-42392STD-8057

Student fee aging

Show outstanding charges by due date after allocated receipts and approved adjustments.

Fees and collections · View preview

Student fee balancesCharges
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusIssuedPartPaidPaid
Issued
CHR-57019STD-6662
CHR-52240STD-4517
PartPaid
CHR-60642STD-9140
CHR-73005STD-6081
Paid
CHR-28620STD-9611
CHR-44065STD-8043

Unallocated receipts

Identify confirmed money that has not yet been matched to a student charge.

Fees and collections · View preview

Student fee balancesCharges
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusIssuedPartPaidPaid
Issued
CHR-57019STD-6662
CHR-52240STD-4517
PartPaid
CHR-60642STD-9140
CHR-73005STD-6081
Paid
CHR-28620STD-9611
CHR-44065STD-8043

Attendance exceptions

Distinguish missing entries, absence and corrections for assigned sessions.

Student records and attendance · View preview

Student attendance registerAttendance
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftSubmittedCorrected
Present
ATT-92076ENR-52249
ATT-91336ENR-74873
Absent
ATT-90011ENR-45327
ATT-72042ENR-32402
Late
ATT-29923ENR-36607
Excused
ATT-66014ENR-10085

Faculty load

Compare assigned teaching hours with approved limits and published sessions.

Faculty and timetables · View preview

Teaching session scheduleClassSessions
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftConflictSubmittedPublished
Draft
CS-67136Draft cs-121
CS-25604Draft cs-499
Conflict
CS-61811Conflict cs-938
CS-76371Conflict cs-450
Submitted
CS-18397Submitted cs-520
Published
CS-27139Published cs-427

Campus expenditure

Compare requested commitments and reviewed financial actuals by cost center.

Campus purchasing · View preview

Campus purchase requestsPurchaseRequests
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftSubmittedApproved
Draft
PR-20813CMP-4725
PR-51371CMP-5000
Submitted
PR-62018CMP-5900
PR-29532CMP-2944
Approved
PR-97544CMP-8597
PR-53183CMP-8543

No reports are assigned to this role. Select Everyone to see all reports.

Questions to answer

Enrollment by program

Compare accepted applications and active enrollments by campus and academic period.

Explore Admissions and enrollment

Recent enrollmentsEnrollments
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftActiveDeferred
Draft
ENR-25264STD-3341
ENR-20708STD-3089
Active
ENR-60969STD-4317
ENR-69795STD-6275
Deferred
ENR-59820STD-2807
ENR-42392STD-8057

Student fee aging

Show outstanding charges by due date after allocated receipts and approved adjustments.

Explore Fees and collections

Student fee balancesCharges
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusIssuedPartPaidPaid
Issued
CHR-57019STD-6662
CHR-52240STD-4517
PartPaid
CHR-60642STD-9140
CHR-73005STD-6081
Paid
CHR-28620STD-9611
CHR-44065STD-8043

Unallocated receipts

Identify confirmed money that has not yet been matched to a student charge.

Explore Fees and collections

Student fee balancesCharges
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusIssuedPartPaidPaid
Issued
CHR-57019STD-6662
CHR-52240STD-4517
PartPaid
CHR-60642STD-9140
CHR-73005STD-6081
Paid
CHR-28620STD-9611
CHR-44065STD-8043

Attendance exceptions

Distinguish missing entries, absence and corrections for assigned sessions.

Explore Student records and attendance

Student attendance registerAttendance
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftSubmittedCorrected
Present
ATT-92076ENR-52249
ATT-91336ENR-74873
Absent
ATT-90011ENR-45327
ATT-72042ENR-32402
Late
ATT-29923ENR-36607
Excused
ATT-66014ENR-10085

Faculty load

Compare assigned teaching hours with approved limits and published sessions.

Explore Faculty and timetables

Teaching session scheduleClassSessions
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftConflictSubmittedPublished
Draft
CS-67136Draft cs-121
CS-25604Draft cs-499
Conflict
CS-61811Conflict cs-938
CS-76371Conflict cs-450
Submitted
CS-18397Submitted cs-520
Published
CS-27139Published cs-427

Campus expenditure

Compare requested commitments and reviewed financial actuals by cost center.

Explore Campus purchasing

Campus purchase requestsPurchaseRequests
Admissions and enrollmentStudent records and attendanceFees and collectionsFaculty and timetablesCampus purchasingInstitution finance
StatusDraftSubmittedApproved
Draft
PR-20813CMP-4725
PR-51371CMP-5000
Submitted
PR-62018CMP-5900
PR-29532CMP-2944
Approved
PR-97544CMP-8597
PR-53183CMP-8543

Reading the results

Use the same campus, academic period and effective-date rules before comparing results. Attendance exceptions do not determine academic eligibility. Fee receipts do not establish recognized revenue without the institution’s accounting policy.

The full list

Enrollment by programflat

Compare accepted applications and active enrollments by campus and academic period.

Student fee agingflat

Show outstanding charges by due date after allocated receipts and approved adjustments.

Unallocated receiptsflat

Identify confirmed money that has not yet been matched to a student charge.

Attendance exceptionsflat

Distinguish missing entries, absence and corrections for assigned sessions.

Faculty loadflat

Compare assigned teaching hours with approved limits and published sessions.

Campus expenditureflat

Compare requested commitments and reviewed financial actuals by cost center.

Check record definitions before comparing periods or organizations.

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