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Accounts are user-defined identification codes or numbers used to categorize financial records related to Course Sections, General Ledger (payments), and Payroll. Accounts can be linked to various dat...
The Achievements feature is used to identify the outcomes of Client Goals. Achievements provide a structured way to track, categorize, and report client progress and accomplishments. Navigation Main M...
The Assessments feature is used to record and track intake evaluation results for clients. It helps categorize client performance, progress, or needs based on predefined assessment names. Navigation M...
The Attendance Codes feature is used to track daily client attendance records, such as whether a client was absent, attended, or if class was not held. These codes ensure accurate reporting and consis...
The Attendance Zones feature is used as a reference within the Client Profile record. It is not linked to attendance records but is used by some organizations to track attendance reporting locations. ...
The Billing Terms feature is used in Client Invoices and, if applicable, Contracts. This table is shared across all Branches, meaning any changes or additions affect all Branches. Navigation Main Menu...
The Block Types feature is used to categorize blocks within the system. Each block type must have a unique name to prevent duplication. Navigation Main Menu → Selects → A-D → Block Types Applies To: E...
The Buildings feature is used within Facilities and Locations to define where services are provided. A location consists of three key components: Facility Building Room Each building must be uniquely ...
Business codes are used by government organizations to categorize businesses. In XenDirect, business codes are referenced in Courses and Company records to align with industry and instructional progra...
The Certificate Text feature allows users to create custom certificate templates for printing via InSight. These templates can merge Client and Course data to generate completion, award, participation...