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Point of Sale
Scheduling
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Vocational and Technical Schools
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Application Setup
Application Setup
Application Setup
The Application Setup contains many general settings for the school database as a whole rather than individual division settings in school info. To access this page, navigate to Security > Maintenance > Application Setup. You need Security Full roles to access this page.
Culture
controls how currency is shown in Finance (decimal, thousands separator, negative amounts) as well as how dates work. This includes controlling the display format for financials as well as
DAT Query
,
DAT Fields - Step 2
.
Currency Symbol
controls the currency symbol shown. This includes controlling the display format for financials as well as
DAT Query
,
DAT Fields - Step 2
.
Time Zone
controls how email jobs are scheduled to be sent out, parent teacher conferences start and end times, and
DAT
date time calculations. Rather than being based on the local PCR Educator server time, you can specify the timezone the school is located at. Once specified, times are relative to your timezone time instead.
Email Sender Prefix
is a default prefix for various automated notifications. It replaces everything before the @ in an email address.
Note
: Email senders should always be explicitly specified on email templates, and all staff users should always have a valid school email address.
Email Domain
is the institution's email suffix. It should include the @. Example: @myinstitution.edu
Note
: An
SPF Record
must be registered with your domain before you can specify an Email Domain in the school database. If the
SPF Record
is not configured properly and doesn't pass the validation, the Email Domain setting is ignored.
Merge Link Expiration (days)
determines how many days a Reset Password link is valid.
Notification Sender
is a default sender for automated emails. This field is for backward compatibility and should have a generic email like no-reply@pcreducator.com.
Note
: Email senders should always be explicitly specified on email templates, and your school personnel users should always have a valid school email address.
Budget Periods
determines whether finance enters budgeting data yearly, quarterly, or monthly.
Reconciliation
determines if you see individual transactions or a summary on the transaction register for the transaction on the finance reconciliation page. Generally, it is recommended to reconcile by transaction register as there is less data for you to have to work through.
Deferred Schedule
determines when revenue is recognized, considering factors such as invoice dates and deposit dates. Each setting provides a different approach to handling deferred revenue, allowing flexibility based on specific business needs and scenarios.
Note
: “No Deferral” is used for the “Manual Revenue Recognition” method of recording Finance Unearned/Deferred Revenue.
Note
: “Earn on Receipt Earn Date Only”, “Earn on Invoices Before Earn Date”, and “Earn on Invoices Always” are all three options used in the
Earn Date Revenue Recognition
method.
Inquiry Online
must be the page in your CMS where a new Inquiry is entered. The New button in Admissions takes you to the inquiry online page to create the new inquiry.
Apply Online
must be the applicant profile page in your CMS, where an applicant applies.
Anticipated Close Date
is the date you expect to close out the School Year. The student's status and substatus for next year is based on the
anticipated close dat
e and any actions associated with the student.
Note
: This might be best understood from the Contract where you might have students Pre-Enrolled for the current year to complete the contract, and fully Enrolled as of the next school year. Such students are anticipated to be fully enrolled as of the
Anticipated Close Date
. So their next year status is calculated based on any next year action issued before or on the
Anticipated Close Date
.
Development Fiscal Month
is the month that the development fiscal year switches.
Development Fiscal Day
is the day that the development fiscal year switches.
Note
: Typically, the
Development Fiscal Month
and
Development Fiscal Day
for development is July 1st.
Finance Require Student
determines whether every invoice and receipt must have a student specified on each record. If you are using
Balance Calculation - By Student
you want to have this setting turned on.
Disable Prerequisites
turns off the prerequisite logic. If you are not using prerequisites, checking this setting improves system performance for Scheduling.
Recurring
Donation
Email
is the email template used to remind donors of an upcoming charge for their recurring donations.
Check In/Out Pincodes
determines whether the pin codes must be unique in the entire database, or whether multiple households might have the same pin code when students or other contacts are checking in or checking out the student. Everyone within a household must have a separate pin code in order to positively identify who is picking up a student. Emergency
Contact
s must have
Can Pickup
checked, and are identified by first name, last name, and pincode in order to check out a student. Parents must be marked as
Okay To Pickup
on the student - household relationship in order to check out a student.
Note
: The “Check In/Check Out” widget in the CMS has different options to check out student including by Pin Code. This
Check In/Out Pincodes
setting works in conjunction with the CMS widget.
Development Post Type
determines whether when
Recording Development Activity in Finance
the activity is recorded as journal entries or miscellaneous receipts.
Translation Token
is based on a subscription to Weglot. Place the token you receive from Weglot here to enable translation on Contracts and the CMS.
Translation Location
determines where the Weglot translation options appear.
Note
: It may take several minutes for changes to this setting to appear on the Contract or CMS.
No Attendance Record
allows you to override the text shown when no attendance record is present. If no value is specified, the default text "Present" will be used.
Email Css File
is a CSS file which determines the visual properties of all emails (typically font type, color, size).
Top 3 table sizes
shows the 3 largest tables by size in your database. The table size must exceed 0.1GB to appear.
See also
Recording Development Activity in Finance
Balance Calculation - By Student
Earn Date Revenue Recognition
Parent Teacher Conference
Balance Calculation
DAT Fields - Step 2
School Info
CMS Widget
SPF Record
Staff User
DAT Query
Donation
Contact
Action
Staff
User
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.