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Appearance

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Desktop Overview

Getting Started

Installing Xperios

Running Xperios for the First Time

How is your Data Managed?

Managing the Local Cache

Culture, Language and your Education Sector

Culture

Language

Setting Your Device Region

Education System

Look and Feel

Layout of Xperios Screen

The Dashboard

Record Card

Standard Dialogue

System Settings

Organisation Section

System Configuration

Detail tab

System tab

Finance tab

Teachers tab

Pupils tab

Comms tab

Connect tab

Languages tab

Modules tab

Payments tab

Portal Parameters

Areas

Departments

User Groups

Paritor Forms

Override Standard Email Content

CRM Section

Business Type

Disabilities

Ethnic Group

Job Roles

Relationship Types

Gender Types

Notification & Adverts

Rapport Section

Issue Classification

Issue Severity

Issue Area

Issue Team

Interest Source

Library Items

Calendar

Academic Year

Learning Duration

Leave Reasons

Register Keys

Task Results

Activity Sections

Service Types

Activity Groups

Activities

Activity Cancel Reason

Exam Boards

Genre

Subjects

Assessments

Notes of Interest Areas

Finance Section

Ledger Codes

Funding

Charges

Remissions

Bursary

Discount Codes

VAT Code

Credit Reasons

Catalogue

Activity Categories

Activity Levels

Activity Sections

Schools

School Categories

School Types

Local Authorities

Wards

Teachers Section

Teacher Contracts

Faculty

Teacher Pay Scales

Resources

Resource Categories

Resource Groups

Resource Locations

Contacts

Finding Contacts

Types of Contacts

Adding a Contact

Teachers

Schooble Account

Associating Individuals with Organisations

Gathering Association data from Schools

Archiving or Deleting a Contact

Manage User Access to Xperios

Studies

Adding a Study

Study Items

Study Offers

Transferring Students to another Study

Events

Adding Events

Understanding the Event Application Flow

Approving an Application Requiring Evaluation

Event Transfer

Audition

Adding an Audition

Audition Options, and Items

Applicant Options

Exams

Adding Exams

Exam Options

Groups

Adding a Group

Adding Members to a Group

Editing Member Details

Group Waiting List

Tuition

Types of Prospectus

Adding Prospectus Items to a School/Centre

Adding an Activity

Editing Activities

Assigning Pupils to Lessons

Withdrawing Pupils

Transferring Pupils

Pupils

Managing Delegates

Contacting Pupils

Inviting Pupils from Tuition Waiting List

Gathering Pupil Data

Appraise

Set up

Reporting Periods

Teacher Portal

Manager Reports

Publishing Reports

Resources

Understanding what Resources are

Resource Allocation

Repairs

Financial Management

Direct Billing

Invoice Summary

Manual Invoices

Posting a Credit Adjustment

Authorising or Rejecting Credits

Auto-Generate Refunds

Creating a Credit Refund

Re-Allocate Postings

Withdrawing a Person from an Activity

Posting Manual Receipts

Posting a Refund Request

Writing Off an Invoice

Card Payments Schedules

Hold Payment Schedule

Updating Payment Options

Changing the Status of an Invoice

View Emails regarding a Scheduled Payment

Looking at a Debtors Portal

Indirect Tuition

Service Level Agreement

Manual Invoice

Teacher Pay

Teacher Claims

Contract Teachers

Reports

Business Management

Debtors Section

Manage Invoice

Direct Debits List

Card Schedule Manager

Group Members Section

Group Member Remission/Subsidy Requests

Hire Section

Hire List

Pupil Hires Requiring Assignment

Org's Hires Requiring Assignment

Pupil Hires Awaiting Coll/Del

Org's Hires Requiring Coll/Del

Hire Remission/Subsidy Requests

Schools Section

SLA Management

Teachers Section

DBS Management

Teacher Pay - Approval

Teacher Pay - Processed

Tuition Section

Tuition List

Note of Interest List

Remission/Subsidy Request

Dashboard

Dashboard View

Grids

Filters

Sum

Select Columns

Group Data

Extracting Data

Report

Report Dialogue

Report View

Importing Data

Using Data API In Excel

Paritor Online Resources

Issue

Knowledge Base

Assistance Manager

Payments

Sage Pay

World Pay

Appendix

On this page

Business Management

Debtors Section
Group Members Section
Hire Section
Schools Section
Teachers Section
Tuition Section

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