Overview Staffroom has a Finance module which provides features to help school financial administrators and bursars with activities related to financial administration and communication. NB: The Staffroom team recommends the use of a reputable accounting system such as Sage Pastel or Xero as the financial system of record for schools. . . . Read more
The Staffroom Finance module can be configured to automatically create account records for parents and students. Account records are created on Staffroom first and can then be transmitted to other financial systems and accounting systems. NB: In Staffroom we use the term “account” to describe someone who may need to . . . Read more
Accounts that have been automatically created on Staffroom can be viewed in the Finance module Account List page. NB: In Staffroom we use the term “account” to describe someone who may need to pay funds to the school, however, accounting systems may use other terms such as “debtors” or “contacts”. . . . Read more
The Staffroom Finance module can be configured so that data can be shared between Staffroom to the Xero accounting system. Once the the necessary settings are configured the following functionality can be used: Sending Staffroom Account information to Xero. Sending Staffroom group information to Xero. Displaying Xero balance and recent . . . Read more
The Xero Integration with Staffroom can be turned on and configured via the Finance > Xero > Xero Integration Settings page in Staffroom. This page has various settings that control what data is sent to Xero. Enable Xero Integration Turning the Xero integration on requires setting the integration to ‘enabled’ . . . Read more
Staffroom automatically communicates with your Xero finance system via the internet and Xero APIs. Usually this kind of automatic integration is reliable and no user intervention or action is required. Staffroom keeps a log of any integration failures that do occur and this is made visible to users in the . . . Read more
The Staffroom Finance module includes file based exports that can be used to transfer information to the Pastel Finance system. Staffroom can export customer (debtor) information and invoice information which can be imported into Pastel. Pastel is a widely used finance system that is usually installed on one computer at . . . Read more
The Staffroom Finance module includes a file based export that can be used to export Staffroom account data in a format suitable for importing Pastel Customer data into Pastel. The export file can be uploaded to Pastel to create and/or update customer details in Pastel. The Pastel Customer Export page . . . Read more
The Staffroom Finance Module includes a Pastel Invoice Batch export feature which can be used to create invoices for fees and charges in Pastel. Batches of invoices can be created for grades or classes and then exported from Staffroom for subsequent import into your Pastel finance system. Invoice Batches Pastel . . . Read more
Additional Pastel export related settings can be found on the Finance > Pastel > Pastel Settings page: Pastel Customer Export – Accounts to Export The Accounts to Export field allows for filtering of the accounts that are exported by the Pastel Customer export page. NB: there are two possible settings . . . Read more