A relevant starting chart
Choose the education industry during company setup for a fee-focused starter chart of accounts. Review the generated accounts with your finance team before use.
Separate campuses and programmes
Use business units for physical campuses or locations and reporting tags for departments, programmes or other reporting dimensions. Select them on supported transactions and compare tagged results with the overall company total.
Keep student-fee workflows in scope
Use customer records, quotations or invoices, receipts and statements for fee-related billing. Confirm your institution’s specific student information, fee scheduling and regulatory needs before migrating those workflows.
Stock remains optional
A school bookstore or supplies operation may use inventory features when entitled and enabled. A service-led academy can keep warehouse controls hidden.