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System Workflows and Tools

Processing functions to help you manage the application.

  • Add Payment Companies

    This function allows a user to add multiple payment transactions from existing Bill payment transactions (Course payment method) or Invoices (Invoice B and Invoice C payment methods) when the company ...

  • Auto Expenses

    Navigation:    Admin Menu »» System Tools »» Auto Expenses Applies To:    Enterprise    Plus    Basic Overview Auto Expenses is a function to automatically add or modify expense records in the general...

  • Auto Invoice Bulk

    Navigation:    Admin Menu »» System Tools »» Auto Invoice Bulk Applies To:    Enterprise    Plus    Basic Overview This function is used to add or modify Client Invoices in bulk based on certain selec...

  • Delete Staff

    Navigation:    Admin Menu > System Tools > Delete Staff   Applies To:    XenEnterprise    XenPlus    XenBasic Overview Deletes one Staff record and records in related tables.   Details If the Staff re...

  • Export Functions

    Exports data from a select list of data fields.  Applies To:    Enterprise    Plus    Basic Release 2:    Admin Menu »» Export Functions Release 3:    This feature is now part of InSight Overview Expo...

  • Export THEC

    Navigation:    Admin Menu »» Export Functions »» Export THEC This custom export function is only visible and available for approved customers. Setup Details Courses must have a Career Cluster set.  Go...

  • Fix Credit Cards

    Navigation:    Admin Menu > System Tools > Fix Credit Cards   Applies To:    Enterprise    Plus    Basic Overview Repairs the encryption of credit card number fields that may displaying incorrectly fo...

  • Fix Missing Assignments

    Navigation Menu:  Admin Menu »» System Tools »» Fix Missing Assignments Applies To:    Enterprise     Plus     Basic Overview With more and more clients choosing to register via the WebReg module, the...

  • Fix Negative Amounts

    Navigation:    Admin Menu > System Tools > Fix Negative Amounts   Applies To:    Enterprise    Plus    Basic Overview Changes all negative Amounts in the General Ledger table (payments) to positive  n...

  • News/Notices

    This feature provides the ability to enter news and information articles for display on the Admin module Dashboard.  The feature also has the option to post Notices for users to read and mark the date...