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Fase 2 · Evaluar Business Central · Finance & Operations · ISV

SchoolFlow 365

School and college finance on Business Central or Finance & Operations, connected to your SIMS.

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SchoolFlow 365 connects your student information management system (SIMS) to Dynamics 365 Business Central or Finance & Operations. Students, classes and fee structures flow in, and fee billing, receipts and arrears are handled on the ledger your finance team already uses.

2platforms: Business Central and Finance & Operations
2-wayintegration with the SIMS
1student record across school office and finance

From the SIMS to the ledger

Students and classes

No second capture.

  • Students, classes and programmes synchronised from the SIMS.
  • Changes in the SIMS reach Dynamics 365 without rekeying.

Fee structures

Fees the way your institution sets them.

  • Fee structures by term, class, programme or boarding status.
  • Fee invoices raised from the structure.

Receipts and arrears

Collection you can see.

  • Receipts posted to the ledger and applied to the invoices of the student.
  • Arrears visible per student and per class, and refunds handled as controlled entries.

Bursaries and sponsors

Third parties paying for students.

  • Bursaries and scholarships held against the student.
  • Sponsor billing and statements.

Back to the school office

Balances in the SIMS

The office sees the fee position.

  • Balances and statements returned to the SIMS.
  • One student record across the school office and finance.
Aspectos destacados
Students, classes and fee structures synchronised from the SIMS
Fee invoices by term, class or programme
Receipts, arrears and refunds posted to the ledger
Bursaries, scholarships and sponsor billing
Balances and statements available back in the SIMS
Business Central y Finance & Operations
Flujo de procesos

How a student fee flows through SchoolFlow 365

From the enrolment in the SIMS to the receipt in the ledger, with the balance back where the school office sees it.

Start Student enrolled in the SIMS
  1. SIMS Enrol the student The student, class and fee structure are held in the SIMS.
  2. Integración Synchronise New and changed students and structures arrive in Dynamics 365.
  3. Bursar Raise the fees Fee invoices are generated by term, class or programme.
  4. Bursar Apply bursaries and sponsors Bursaries, scholarships and sponsor billing are applied to the student. Punto de control
  5. Finanzas Receipt and reconcile Receipts post to the ledger and clear the invoices of the student.
  6. Integración Return the balance Balances and statements go back to the SIMS for the school office.
Result Fee receipted and balance shown in the SIMS
Pantallas
Captura de pantalla — Centro de roles / espacio de trabajo
Centro de roles / espacio de trabajo
Captura de pantalla — Formulario principal de transacción
Forma principal de transacción
Captura de pantalla — Flujo de trabajo de aprobación
Flujo de trabajo de aprobación
Captura de pantalla — Informe o panel de control
Informe o panel de control
Tabla de características
Capacidad Dynamics 365 estándar Con este ISV
Student records Keyed again in finance Students, classes and fee structures arrive from the SIMS; nothing is retyped
Fee billing Spreadsheets per term Invoices raised by class or programme from the fee structure
Receipts and arrears Reconciliados a mano Receipts post to the ledger and arrears are visible per student and class
Bursaries and sponsors Tracked on the side Bursaries, scholarships and sponsor billing held against the student
SIMS integration — Two-way: students and structures in, balances and statements back
Andenes — Business Central y Finance & Operations
Licencias y lanzamiento
Modelo de licencia Por inquilino, anual
Juicio Sandbox de 30 días a petición
Lanzamiento actual Notas de lanzamiento en el Portal del Cliente
AppSource Disponible en Microsoft AppSource

Entrega y soporte

SchoolFlow 365 is implemented by Software Dynamics on Business Central and Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.

Preguntas frecuentes

Which platforms does SchoolFlow 365 run on?

Business Central y Finance & Operations. El anuncio en esta página muestra la plataforma, el estado y la licencia.

How is SchoolFlow 365 implemented?

Como parte de un programa Dynamics 365 o como complemento de un sistema que ya ejecutas. Lo analizamos contigo en un taller de descubrimiento y lo configuramos según tus procesos.

¿Cómo empezamos?

Con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de la brecha sobre tus propios procesos. Recibes un ajuste de la diferencia por escrito y un plan por fases antes de que se acuerde un programa.

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