How does it work?

Accountability and tracking
As a central repository for all documentation, invoices, letters, emails and scanned items, the DMS allows ultimate traceability of correspondence and information for each student in your school. All documents can be associated with a student, parent or staff member, with invoices recorded as files and attached to the relevant student. Mail merge functionality ensures items can be personalised and delivered in a way that is consistent with agreed school protocols and styles.

Secure records
Flexible security settings allow access as appropriate. Documents can be searched by author, date or student name, with all items associated with a student viewable on their record page.
Document categories and settings can be created and managed to match your school requirements and frameworks for intuitive and easy use.

Engage Accounts
- Full General Ledger: Manage your finances with ease, featuring robust sales and purchase ledger functionality
- Delegated Budget Management: Empower your staff to manage their budgets, drill down into income and expenditure, view invoices and raise requisitions and purchase orders via the Engage Staff Portal
- Optional Modules: Customise your experience with fixed asset, shop and stock modules
- Bank Reconciliation: Simplify your bank reconciliation process and get real time data by linking your bank accounts directly
- Compliance and Reporting: Stay compliant with “Making Tax Digital” and access a range of customisable reports
- Import options: Improve efficiency by importing transactions via customisable templates
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