School
This page contains the details of the school along with integration parameters.
School Details
Name (Required)
The name of the school as it is used and is known as. It need not be the registered name.
Example: The school may be 'Pretoria Middle and High School Pty (Ltd)', but everyone knows it as PMH School. In that case use 'PMH School' as the name of the school.
Registered Name (Required)
The legal name of the school.
Registration No
If the school is registered as a legal entity, then registration number of the legal entity.
School Registration No
The registration number of school at its governing body, or the government registration no.
VAT Registration No
If the school is VAT registered, the VAT Registration number.
Telephone 1
The primary telephone number of the school.
Telephone 2
An additional telephone number of the school.
General Email (Required)
The email address of the school for general communication.
Accounts Email (Required)
The email address used for accounts-related communication.
If the school uses only one email address, then use that address for both the 'General Email' and the 'Accounts Email'.
Address 1 (Required)
First physical address line.
Address 2 (Required)
Second physical address line.
Address 3 throug Address 5
Additional physical address lines.
Postal 1 (Required)
First postal address line.
Postal 2 (Required)
Second postal address line.
Postal 3 through Postal 5
Additional postal address lines.
Use the physical address as both the physical and postal address if the school has only a physical address.
Sage Integration
The Sage Integration section is visible if Sage Integration is enabled.
Login (Required)
The email address used to log into Sage Accounting.
Password (Required)
The password used to log into Sage Accounting.
Click the 'Read Sage Details' button to authenticate the login details.
Sage Company (Required)
Select the Sage Accounting company ScholaSys should link with.
Accounts Receivable Control (Required)
Select the 'Accounts Receivable Control' account in Sage Accounting to link with.
QuickBooks Online Integration
The QuickBooks Online Integration section is visible if QuickBooks Online Integration is enabled.
Authorize
Click the Authorize button to be redirected to QuickBooks Online. This process will authorize ScholaSys to integrate with QuickBooks Online.
Accounts Receivable Control
Select the 'Accounts Receivable Control' account in QuickBooks Online to link with.
This option will only be available if ScholaSys was authorized to integrate with QuickBooks Online.
Debit Orders
The Debit Orders section is visible if Debit Orders processing is enabled.
Debit Order Service Key (Required)
The key provided by the service provider.
Transaction Description (Required)
The description that will be used for all debit order payment transactions. Example: Debit order payment. See Description
Transaction Batch Type (Required)
Select the transaction batch type to use for debit order payments. This should be a 'Payment Batch' created for exclusive use by Debit Orders. See Batch Types
Do not use the Batch Type that is used for normal payments.
Deposit Transaction Description (Required)
The description that will be used for all deposit debit order payment transactions. Example: Debit order deposit payment. See Description
Deposit Transaction Batch Type (Required)
Select the transaction batch type to use for deposit debit order payments. This should be a 'Payment Batch' created for exclusive use by Deposit Debit Orders and configured with a Batch Type of Deposit Transactions. See Batch Types
Unpaid Debit Orders
This section sets the parameters ScholaSys will use when debit order transactions are unpaid.
Unpaid Transaction Description (Required)
The description that will be used for all debit order payment transactions. Example: Unpaid debit order fee. See Description
Unpaid Debit Order Transaction Batch Type (Required)
Select the transaction batch type to use for the admin fee (if used) raised for unpaid debit orders. This should be a 'Default' batch type. See Batch Types
Unpaid Admin Cost
The amount to invoice to the student account for an unpaid debit order.
Send SMS Notification
ScholaSys will send an SMS to the parent if the debit order payment was returned. The SMS message is:
The debit order payment for Student Name was returned as unpaid. Please settle the amount of Debit order amount via EFT.
The SMS message will be logged in the notes of the student account. See Student Notes
SMS messages will be sent to each parent where Allow SMS is enabled and Receive Financials is enabled.
This option is only enabled if SMS Integration is enabled.
SMS Integration
The SMS Integration section is visible if SMS Integration is enabled.
User name (Required)
The user name required for SMS integration
Password (Required)
The password required for SMS integration.
Reply email address (Required)
The email address to use for SMS replies.
Replies to SMS messages sent are sent via email to the school.
Reply email name
The name of the reply email address. Example: Admin department.
Forum Integration
The Forum Integration section is visible if Forum Integration is enabled.
User name (Required)
The forum user name used for authentication.
Discourse API Key (Required)
The forum API key used for authentication.
Discourse URI (Required)
The URI of the school forum instance. Example: https://forum.myschool.org.