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Phase 2 · Évaluer 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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Ce que ça fait

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.
Faits saillants
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 et Finance & Operations
Écoulement du procédé

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. Intégration 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. Point de contrôle
  5. Finance Receipt and reconcile Receipts post to the ledger and clear the invoices of the student.
  6. Intégration Return the balance Balances and statements go back to the SIMS for the school office.
Result Fee receipted and balance shown in the SIMS
Écrans
Capture d’écran — Centre de rôle / espace de travail
Centre de rôle / espace de travail
Capture d’écran — Formulaire principal de transaction
Forme principale de la transaction
Capture d’écran — Flux de travail d’approbation
Flux de travail d’approbation
Capture d’écran — Rapport ou tableau de bord
Rapport ou tableau de bord
Tableau des caractéristiques
Capacités Dynamics 365 standard Avec cette 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 Réconciliés à la main 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
Quais — Business Central et Finance & Operations
Licences et sortie
Modèle de licence Par locataire, annuel
Procès Bac à sable de 30 jours sur demande
Sortie actuelle Notes de version dans le portail client
AppSource Disponible sur Microsoft AppSource

Livraison et support

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.

Questions fréquemment posées

Which platforms does SchoolFlow 365 run on?

Business Central et Finance & Operations. L’annonce sur cette page montre la plateforme, le statut et les licences.

How is SchoolFlow 365 implemented?

Dans le cadre d’un programme Dynamics 365 ou comme complément à un système que vous utilisez déjà. Nous l’analysons avec vous dans un atelier de découverte et le configurons selon vos processus.

Comment commencer ?

Avec une consultation de 45 minutes, puis un atelier de découverte et d’ajustement sur vos propres processus. Vous recevez un programme écrit et un plan progressif avant qu’un programme ne soit convenu.

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