Workshops

​This is a new tab (only for Conservatoriums so far) 

​To add a new workshop click on the green plus
A drop down list of current excursions is displayed.
If it is a new workshop the pencil takes you to where workshop details can be set up.
Enter details of workshop, cost, staff involved and any notes

​Close to be taken back to the workshop tab.
Select the workshop and details are auto entered.

​When student is enrolled in workshop, green button ‘Produce Invoice’  allows user to create an invoice straightaway.
Once the invoice is created an outstanding balance of the invoice is also seen in this portal, so user can search for all that are not paid. 

​Invoices can be created one by one using this button, or if you go to the Excursions file, you can select script from Scripts menu to Send Workshop Fees to Accounts File and send a set of records.
From the Home Menu go to Other and select Excursions
Go to scripts and select Send workshop fees to accounts

​When you select this script a search screen is displayed where you can enter your details (Search criteria of the default search screen used in the find request is for Status = Current and Date Sent = (empty)). 

​Enter name of workshop