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Resources

Guides for heads and bursars.

Practical, short and free, whether or not you use Smart Edu.

A girl studying in a school library

  • Running fees in USD and ZWG without losing track

    Set a dated school rate; receipt in either currency; report in one; what to tell parents.

    [CONFIRM: full guide in Step 3, after Director review]

  • Moving off Pastel or Excel: a bursar’s checklist

    What to export, how to prove opening balances, how long it takes, five common mistakes.

    [CONFIRM: full guide in Step 3, after Director review]

  • Protecting learner data: Chapter 12:07 for schools

    A plain summary of the duties, consent, who may see what, and a one-page checklist. Not legal advice.

    [CONFIRM: full guide in Step 3, after Director review]

  • Collecting arrears without damaging relationships

    Ageing bands, when to remind, three message templates parents respond to.

    [CONFIRM: full guide in Step 3, after Director review]

  • From marks to report cards in one afternoon

    Weighting, moderation, locking and printing in bulk.

    [CONFIRM: full guide in Step 3, after Director review]

  • Glossary

    The words used in school accounts and records, one plain line each.

    Open the glossary