By Anna Toma, Rise SA Team
In last week's Weekly Update, there was an interview with Edeon Wyngaard, Principal at Firgrove PS, who finished the training in the Rise system, together with one of their School's Educators, Nicolaas Saayman. If you have missed a Weekly Update#20, you will find it just by clicking here.
School Forum on Aug 26
Hanli Mostert, Bursar at TKS, was doing a live presentation during the School Forum on Aug 26. 25 School Staff members - Principals, Bursars and Admin Staff - from all over South Africa attended.
Budgeting is essential for schools. We've looked how you can create a Budget for the year ahead with all your income and expense items, and how you can track against your Budget with the Budget Planned vs. Actual report.
During the School Forum we looked at:
1. How to create an income account and an expense account under COA assigning a type of account; financial category and map it to the 043
2. How to create your Budget:
2.1 how to create it from scratch by adding accounts and amounts
2.2 how to copy the previous year's budget and adjust amounts
3. How to track your budget in Budget Planned vs. Actual
3.1 How to drill down in the Budget Planned vs Actual and see what you spent your budget on or where your income is coming from
4. How to assign a phone charge fee in the Bank Stream and how it reflects in the Budget plan vs Actual and in the Document Journal
4.1 How to match a payment towards School Fees and how it reflects in the Budget plan vs Actual and in the Document Journal
5. How to activate your Business Pulse on the Homepage > Quick Menu > Settings
There were other topics we have touched on. Hanli also showed how she uses Bulk Mailing to email parents from Rise School Management.
You can view a video recording of this School Forum by clicking on this link. You will just need to request access and, once it's granted, you'll be able to watch it.
043-Form in Rise School management
For some of you submitting 043-Form from RSM was just smooth sailing. For others, it came with just a few bumps on the road. And yet for others it came with a bit of a storm. Even so, you went through the checks, followed our Team's instructions and put in place changes to make sure that your 043-Form balances and is all good. Well done!
...You learn by doing and by falling over.
Richard Branson
Marks module in RSM
For the last few months, our Dev Team has been working on the Marks' Module. Based on the Schools' feedback, it is one of the crucial modules for Schools. If your Schools is interested in testing this module and being the first one to see how it works, just email back. More news will come, so watch this space.
A new School joins RSM
Darul Islam Islamic High School has recently come onboard. They were really impressed with the system during one of the latest School Forums. The Bursar is so keen to start that just a week later, they have supplied all the necessary documents which our Team has imported. Currently, the Bursar is undergoing training in the system.
Hear what schools say about the system, support, training and their overall experience.
In last week's Weekly Update, there was an interview with Edeon Wyngaard, Principal at Firgrove PS, who finished the training in the Rise system, together with one of their School's Educators, Nicolaas Saayman. If you have missed a Weekly Update#20, you will find it just by clicking here.
School Forum on Aug 26
Hanli Mostert, Bursar at TKS, was doing a live presentation during the School Forum on Aug 26. 25 School Staff members - Principals, Bursars and Admin Staff - from all over South Africa attended.
Budgeting is essential for schools. We've looked how you can create a Budget for the year ahead with all your income and expense items, and how you can track against your Budget with the Budget Planned vs. Actual report.
During the School Forum we looked at:
1. How to create an income account and an expense account under COA assigning a type of account; financial category and map it to the 043
2. How to create your Budget:
2.1 how to create it from scratch by adding accounts and amounts
2.2 how to copy the previous year's budget and adjust amounts
3. How to track your budget in Budget Planned vs. Actual
3.1 How to drill down in the Budget Planned vs Actual and see what you spent your budget on or where your income is coming from
4. How to assign a phone charge fee in the Bank Stream and how it reflects in the Budget plan vs Actual and in the Document Journal
4.1 How to match a payment towards School Fees and how it reflects in the Budget plan vs Actual and in the Document Journal
5. How to activate your Business Pulse on the Homepage > Quick Menu > Settings
There were other topics we have touched on. Hanli also showed how she uses Bulk Mailing to email parents from Rise School Management.
You can view a video recording of this School Forum by clicking on this link. You will just need to request access and, once it's granted, you'll be able to watch it.
043-Form in Rise School management
For some of you submitting 043-Form from RSM was just smooth sailing. For others, it came with just a few bumps on the road. And yet for others it came with a bit of a storm. Even so, you went through the checks, followed our Team's instructions and put in place changes to make sure that your 043-Form balances and is all good. Well done!
...You learn by doing and by falling over.
Richard Branson
Marks module in RSM
For the last few months, our Dev Team has been working on the Marks' Module. Based on the Schools' feedback, it is one of the crucial modules for Schools. If your Schools is interested in testing this module and being the first one to see how it works, just email back. More news will come, so watch this space.
A new School joins RSM
Darul Islam Islamic High School has recently come onboard. They were really impressed with the system during one of the latest School Forums. The Bursar is so keen to start that just a week later, they have supplied all the necessary documents which our Team has imported. Currently, the Bursar is undergoing training in the system.
Hear what schools say about the system, support, training and their overall experience.