The end of year and beginning of year periods are busy times, so Hero has released some changes to make the Administration process faster and more efficient.
- Previous Class Added to List Builder - once we get into the new year, it is often necessary to know what classes students have come from. A new 'Previous Year’s Class' field has been added to the List Builder.
- Hide Next Year’s Classes from Teachers - While class placements are being juggled and finalised, it is now possible to hide next year’s classes from any staff member who does not have administrator access. Locate the new setting under Basic Options > Staff Permissions. This will remove future class viewing from the Groups menu, List Builder and the Groups option for an individual student. It will also prevent teachers viewing Class Placements.
- Writing off Debt in Bulk - To speed up the process of writing off student debt, our team has developed a feature to bring all debt for all Fee Mappings together. Choosing VIEW ALL OUTSTANDING LINE ITEMS will show all debt for the year regardless of the Fee Mapping. Use new filtering options to select all Leavers, or perhaps your highest year level to process those who are leaving soon.
Related Help Article: Writing off Debt in Bulk
As well as these EOY changes, the team has continued to refine the Hero software to provide additional features for our NSW Schools.
- Additional Finance Reports - To meet DoE requirements, the following new reports have been added to Banking > Daily Summaries. As these require Principal approval, they form part of the daily Principal’s audit and need to be verified before the Daily Summary can be signed off. These new reports can be found by clicking VIEW REPORTS when generating the Daily Summary.
- Cancelled & Adjusted Fees - prints a list of all Line Items that have had a Void, Partial Void, Discount or Write Off applied
- Cancelled Receipts & Refunds - produces a list of all cancelled payments and all refunded payments.
Related Help Article: Verifying and Approving Financial Transactions via the Daily Summary
- Attendance Analysis Date Handling - to enable the Attendance Analysis to handle large volumes of data, it has been optimised to filter for the current year only with a new ‘previous year’ list being created.
- Along with this, the date handling has been changed to enable the user to complete the entry of the required date range before recalculating the report. For anything different to YTD, enter the date range and click RECALCULATE.
- Additions to the Student Sync - As per DoE requirements, several new fields have been added to the student sync. These are:
- SRE/SEE/AMA Preference Type
- SRE/SEE/AMA Preference Name
- EAL/D Phase
- ESL
- ESL Support
- ESL Date Assessed
As well as these new fields, provision has been made for custody orders that are not connected to a student contact. If a custody order exists that is not connected to a student contact, the term ‘Legal Dossier Exists’ will be displayed in the Custody Alert Information field.