Importing finance

If you are starting with our Tuition management module or transitioning from another system, we have the possibility to help with various imports. Speak with your CSM during onboarding for assistance.

Tuition management accounts

• Account name
• Account code
• Statement type
• Tax rate

All of these are needed to create your list of accounts.

Tuition management customer accounts

Assign your customers with account numbers if these have been selected as manually created.

• Person (MSM UID only)
• Account number

Payers

To assign an invoice payer to your students. No split payment is possible with the import and would need to be configured manually.

• Student name/legacy ID/MSM UID
• Payer name/legacy ID/MSM UID

All customers must be assigned to a student to raise invoices.

Invoices

Import invoices to align your audit trails in the tuition management module;

• Customer (invoice payer)
• Student
• Tax rate
• Receivable account
• Invoice type
• Due date
• Published date
• Description (Line items)
• Price

Payment

Import your payments received to balance your customer accounts;

• Customer (Payer)
• Payment method
• Payment date
• Amount in cents