Xperios

Appearance

System Configuration fields ​

Every field on this screen, taken from the application itself.

Where to find it: Settings > Organisation > System Configuration

244 fields, of which 68 change what they show depending on another setting. Those carry a Shown when line; anything without one is always on the screen.

Tabs described elsewhere ​

These are shared parts of Xperios used on more than one screen, so they are documented in their own right rather than repeated here.

  • Modules - the Configuration Modules

Detail tab ​

Business Name ​

BusinessName

Address Line 1 ​

AddressLine1

Address Line 2 ​

AddressLine2

Town ​

Town

County ​

County

Region Or State ​

RegionOrState

Post Code ​

PostCode

Country List ​

CountryList

Country ​

Country

Select the Country

Culture Def List ​

CultureDefList

Culture Def ​

CultureDef

Tel No ​

TelNo

Email Address ​

EmailAddress

Company No ​

CompanyNo

VATNumber ​

VATNumber

Switch Back To Home Delay ​

SwitchBackToHomeDelay

Show Image ​

ShowImage

Show Attachment Image

Source ​

Source

DBSInfo Text ​

DBSInfoText

Delivery Question Text ​

DeliveryQuestionText

Sign SLAText ​

SignSLAText

Issue Tile Layout ​

IssueTileLayout

Cognario Api Key ​

CognarioApiKey

SLAConditions Text ​

SLAConditionsText

System tab ​

5 of the 52 fields here are conditional.

Education ​

Education Sector ​

EducationSector

OptionStored as
DanceD
MusicM
Performing ArtsP
DramaR

Education Mode ​

EducationMode

Set the system education mode

OptionStored as
Mixed Mode1
Adult Mode2
Child Mode3

Education System ​

EducationSystem

Select your Education System

OptionStored as
English1
Scottish2
Eire3
USA4
Northern Ireland5
Isle of Man6

Shown when: Education Mode is not Adult Mode

No Of Terms ​

NoOfTerms

Allow Organisations ​

AllowOrganisations

Allow Individuals ​

AllowIndividuals

Descriptors ​

Pupil ​

PupilDsc

Additional Adult Contact ​

AdditionalAdultContactDsc

General Settings ​

Switch To Next Year Month No ​

SwitchToNextYearMonthNo

Allow Two Tier Events ​

AllowTwoTierEvents

Allow School Connections ​

AllowSchoolConnections

Shown when: your users do not sign in with a federated account

Use Pronouns ​

UsePronouns

Use Pupil Exams ​

UsePupilExams

Shown when: Education Mode is not Adult Mode

Use Ethnic Groups ​

UseEthnicGroups

Use Funding ​

UseFunding

Use Area ​

UseArea

Use Department ​

UseDepartment

Use Groups ​

UseGroups

Use Faculty ​

UseFaculty

Use Genre ​

UseGenre

Use Interest ​

UseInterest

Use Nationality ​

UseNationality

Use Country ​

UseCountry

Allow Add Pupils To Pending Activity ​

AllowAddPupilsToPendingActivity

Use Hire Contracts ​

UseHireContracts

Use Resource Direct Assignments ​

UseResourceDirectAssignments

Use Planned Sessions ​

UsePlannedSessions

Use Customer Bot ​

UseCustomerBot

GDPR ​

Adult Age ​

AdultAge

Minimum Age For Contact Info ​

MinimumAgeForContactInfo

Use Share Info ​

UseShareInfo

Shown when: Education Mode is not Adult Mode

Child Responsibility Age ​

ChildResponsibilityAge

Shown when: Use Share Info is ticked, and Education Mode is not Adult Mode

Anonymise Contacts After Active Years ​

AnonymiseContactsAfterActiveYears

RequestConsentToEmailGiven

RequestConsentToSMSGiven

RequestConsentToMailGiven

RequestConsentToPhoneGiven

RequestConsentToShareToPartners

Marketing Preference Text ​

MarketingPreferenceText

School Settings ​

Use Local Authority ​

UseLocalAuthority

Schools Confirm Diary ​

SchoolsConfirmDiary

Schools Confirm Email Frequency ​

SchoolsConfirmEmailFrequency

Termly SLAs ​

TermlySLAs

SLARequire Signing ​

SLARequireSigning

Use Generic Email For SLA ​

UseGenericEmailForSLA

SLASign Request Subject ​

SLASignRequestSubject

SLASign Request Reminder Period ​

SLASignRequestReminderPeriod

Sign SLAText ​

SignSLAText

SLAConditions Text ​

SLAConditionsText

SLAChange Text ​

SLAChangeText

Show SLASigned On Schedules ​

ShowSLASignedOnSchedules

Resource Settings ​

Delivery Question Text ​

DeliveryQuestionText

Finance tab ​

18 of the 63 fields here are conditional.

Finance ​

Simple Accounting ​

SimpleAccounting

Use VAT ​

UseVAT

Exempt VATCode ​

ExemptVATCode

Shown when: Use VAT is ticked

Use Remission ​

UseRemission

Use Bursary ​

UseBursary

Use Subsidy ​

UseSubsidy

Use Credit Reason ​

UseCreditReason

Credits Require Authorisation ​

CreditsRequireAuthorisation

Auto Re Allocate Over Payments ​

AutoReAllocateOverPayments

Assume indirect organisation invoices paid ​

AssumeIndirectOrganisationInvoicesPaid

School-billed invoices are settled in another system: post a receipt for the full value when each is raised

Assume direct organisation invoices paid ​

AssumeDirectOrganisationInvoicesPaid

Invoices to an organisation as the debtor of a direct plan are settled in another system: post a receipt for the full value when each is raised

Allow Credit Reallocation ​

AllowCreditReallocation

Allow Transaction Deletion ​

AllowTransactionDeletion

Auto Generate Refunds ​

AutoGenerateRefunds

Combine Invoices ​

CombineInvoices

Separate Payment Schedules ​

SeparatePaymentSchedules

Financial Year Start Month ​

FinancialYearStartMonth

Bill Schools By Financial Year ​

BillSchoolsByFinancialYear

Auto Apply Service Requests ​

AutoApplyServiceRequests

Manual Debtor Account No ​

ManualDebtorAccountNo

Use Gift Aid ​

UseGiftAid

Gift Aid Agree Text ​

GiftAidAgreeText

Shown when: Use Gift Aid is ticked

Gift Aid Disagree Text ​

GiftAidDisagreeText

Shown when: Use Gift Aid is ticked

Discount ​

Sibling Discount Type ​

SiblingDiscountType

Select either Value or Percentage

OptionStored as
NoneN
Percentage DiscountP
Value DiscountV

Apply Sibling Discount To First Sibling ​

ApplySiblingDiscountToFirstSibling

Shown when: Sibling Discount Type is not None

Sibling Discount ​

SiblingDiscount

Enter the value/percentage discount

Shown when: Sibling Discount Type is not None

Apply Sibling Discount Across All ​

ApplySiblingDiscountAcrossAll

Shown when: Sibling Discount Type is not None

Apply Sibling Discount Across Groups ​

ApplySiblingDiscountAcrossGroups

Shown when: Sibling Discount Type is not None, and Apply Sibling Discount Across All is not ticked, and Apply Sibling Discount Across Groups And Tuition is not ticked

Apply Sibling Discount Across Groups And Tuition ​

ApplySiblingDiscountAcrossGroupsAndTuition

Shown when: Sibling Discount Type is not None, and Apply Sibling Discount Across All is not ticked

Apply Sibling Discount Across Tuition ​

ApplySiblingDiscountAcrossTuition

Shown when: Sibling Discount Type is not None, and Apply Sibling Discount Across All is not ticked, and Apply Sibling Discount Across Groups And Tuition is not ticked

Apply Sibling Discount Across Tuition In Schools ​

ApplySiblingDiscountAcrossTuitionInSchools

Apply Sibling Discount Across Tuition In Centres ​

ApplySiblingDiscountAcrossTuitionInCentres

Apply Sibling Discounts Across Resources ​

ApplySiblingDiscountsAcrossResources

Shown when: Sibling Discount Type is not None, and Apply Sibling Discount Across All is not ticked, and Apply Sibling Discount Across Groups And Tuition is not ticked

Invoice ​

Calculation Order ​

CalculationOrder

Select the Order you would like your Package tuition calculated

OptionStored as
Option 11
Option 22
Option 33

DLInvoice No Prefix ​

DLInvoiceNoPrefix

Auto Generate Direct Tuition Credit After Days ​

AutoGenerateDirectTuitionCreditAfterDays

Auto Generate Indirect Tuition Credit After Days ​

AutoGenerateIndirectTuitionCreditAfterDays

Individual Invoice Due Days ​

IndividualInvoiceDueDays

Organisation Invoice Due Days ​

OrganisationInvoiceDueDays

Debtor Reminder Period ​

DebtorReminderPeriod

Debtor Organisation Reminder Period ​

DebtorOrganisationReminderPeriod

Standard Invoice Heading ​

StandardInvoiceHeading

InvoiceFooter

Payment ​

Auto Collect Payments ​

AutoCollectPayments

Shown when: your payment provider can collect payments automatically

Write Off Limit ​

WriteOffLimit

Installment Option ​

InstallmentOption

Select your Payment Installment options

OptionStored as
Termly Or MonthlyB
MonthlyM
NoneN
TermlyT

Shown when: your payment provider supports scheduled payments

Offer Pay In Full On Applications ​

OfferPayInFullOnApplications

Shown when: Installment Option is not None

Allocate Payments Option ​

AllocatePaymentsOption

Select how payments Scheduled Payments are allocated across outstanding invoices

OptionStored as
Combine Invoices onto single Payment Schedule1
Payment Schedule Per Invoice2

Shown when: Installment Option is not None

Final Installment Due ​

FinalInstallmentDue

Shown when: Installment Option is not None

Termly Advance Payment Days ​

TermlyAdvancePaymentDays

Shown when: Installment Option is Termly, or Installment Option is Termly Or Monthly

Monthly Advance Payment Days ​

MonthlyAdvancePaymentDays

Shown when: Installment Option is Monthly, or Installment Option is Termly Or Monthly

Max Number Of Monthly Installments ​

MaxNumberOfMonthlyInstallments

Shown when: Installment Option is Monthly, or Installment Option is Termly Or Monthly

Finance Emails ​

Finance Reply Email Individual ​

FinanceReplyEmailIndividual

Finance Reply Email Organisation ​

FinanceReplyEmailOrganisation

Send Payment Schedule Changed Email ​

SendPaymentScheduleChangedEmail

Send Payment Schedule Status Email ​

SendPaymentScheduleStatusEmail

Send Scheduled Payment Email ​

SendScheduledPaymentEmail

Send Scheduled Payment Processed Email ​

SendScheduledPaymentProcessedEmail

Send Fees Applied Email To Individuals ​

SendFeesAppliedEmailToIndividuals

Send Fees Applied Email To Organisation ​

SendFeesAppliedEmailToOrganisation

Send Email On Inv Recalc ​

SendEmailOnInvRecalc

Send Payment Received Email To Finance ​

SendPaymentReceivedEmailToFinance

Finance Portal ​

Hide Portal Financials ​

HidePortalFinancials

Teachers tab ​

3 of the 27 fields here are conditional.

Teacher Settings ​

Allow Teachers To See Finances ​

AllowTeachersToSeeFinances

Allow Teachers To See Contact Info ​

AllowTeachersToSeeContactInfo

Allow Teachers To Manage Pupils ​

AllowTeachersToManagePupils

Allow Teachers To Alter Schedule Times ​

AllowTeachersToAlterScheduleTimes

Allow Teachers To Alter Schedule Durations ​

AllowTeachersToAlterScheduleDurations

Allow Teachers To Create Activities ​

AllowTeachersToCreateActivities

Allow Teachers To Cancel Applications ​

AllowTeachersToCancelApplications

Allow Teachers To Add Remove Stock ​

AllowTeachersToAddRemoveStock

Allow Teachers To Send Emails ​

AllowTeachersToSendEmails

Allow Teachers To Send SMS ​

AllowTeachersToSendSMS

Allow Teachers Amend Qualifications ​

AllowTeachersAmendQualifications

Allow Teachers To Amend Pupil Details ​

AllowTeachersToAmendPupilDetails

Allow Teachers To Do Simply Transfers ​

AllowTeachersToDoSimplyTransfers

Insist On Task Results ​

InsistOnTaskResults

Insist On Register Keys ​

InsistOnRegisterKeys

Assign Waiting List To ​

AssignWaitingListTo

Where a Teacher cannot accomodate a pupil on the waiting list assign them to one of these

OptionStored as
Faculty ManagerF
Line ManagerL
NoneN
Venue ManagerV

Include Teacher Title On Pupil Reports ​

IncludeTeacherTitleOnPupilReports

Hide DBSCheck Ref ​

HideDBSCheckRef

DBSInfo Text ​

DBSInfoText

Teacher Pay ​

Use Teacher Contracts ​

UseTeacherContracts

Use Teacher Break Allowance ​

UseTeacherBreakAllowance

Use Teacher Travel Allowance ​

UseTeacherTravelAllowance

Calculate Teacher Travel ​

CalculateTeacherTravel

OptionStored as
None0
Home to Home1
Travel Base to Travel Base2

Manage Pay Claims ​

ManagePayClaims

Pay Claim Include Months ​

PayClaimIncludeMonths

Shown when: Manage Pay Claims is ticked

Show Income On Pay Claim ​

ShowIncomeOnPayClaim

Shown when: Manage Pay Claims is ticked

Current Payclaim Period Ends ​

CurrentPayclaimPeriodEnds

Shown when: Manage Pay Claims is ticked

Pupils tab ​

36 of the 50 fields here are conditional.

Pupil Settings ​

Use School Year ​

UseSchoolYear

Allow Not Currently At School ​

AllowNotCurrentlyAtSchool

Shown when: Education Mode is not Adult Mode

Use LAC ​

UseLAC

Shown when: Education Mode is not Adult Mode

Use SEN ​

UseSEN

Shown when: Education Mode is not Adult Mode

Use FSM ​

UseFSM

Shown when: Education Mode is not Adult Mode

Use Pupil Premium ​

UsePupilPremium

Use Has Been In Care ​

UseHasBeenInCare

Use Is Carer ​

UseIsCarer

Use Pupil Schools ​

UsePupilSchools

Shown when: Education Mode is not Adult Mode

Use Medical Notes ​

UseMedicalNotes

Use Special Access ​

UseSpecialAccess

Request Booker Is Jnr Pupil ​

RequestBookerIsJnrPupil

Shown when: Education Mode is not Adult Mode

Warn If Pupil Already In Activity ​

WarnIfPupilAlreadyInActivity

Process Absence Notifications ​

ProcessAbsenceNotifications

PupilConsent1

PupilConsent1Label

Shown when: Pupil Consent 1 is ticked

PupilConsent1Question

Shown when: Pupil Consent 1 is ticked

PupilConsent1ServiceType

Shown when: Pupil Consent 1 is ticked

Service Type Category Group ​

PupilConsent1ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 1 is ticked, and Pupil Consent 1 Service Type is empty

PupilConsent1IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 1 is ticked

PupilConsent2

PupilConsent2Label

Shown when: Pupil Consent 2 is ticked

PupilConsent2Question

Shown when: Pupil Consent 2 is ticked

PupilConsent2ServiceType

Shown when: Pupil Consent 2 is ticked

Service Type Category Group ​

PupilConsent2ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 2 is ticked, and Pupil Consent 2 Service Type is empty

PupilConsent2IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 2 is ticked

PupilConsent3

PupilConsent3Label

Shown when: Pupil Consent 3 is ticked

PupilConsent3Question

Shown when: Pupil Consent 3 is ticked

PupilConsent3ServiceType

Shown when: Pupil Consent 3 is ticked

Service Type Category Group ​

PupilConsent3ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 3 is ticked, and Pupil Consent 3 Service Type is empty

PupilConsent3IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 3 is ticked

PupilConsent4

PupilConsent4Label

Shown when: Pupil Consent 4 is ticked

PupilConsent4Question

Shown when: Pupil Consent 4 is ticked

PupilConsent4ServiceType

Shown when: Pupil Consent 4 is ticked

Service Type Category Group ​

PupilConsent4ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 4 is ticked, and Pupil Consent 4 Service Type is empty

PupilConsent4IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 4 is ticked

PupilConsent5

PupilConsent5Label

Shown when: Pupil Consent 5 is ticked

PupilConsent5Question

Shown when: Pupil Consent 5 is ticked

PupilConsent5ServiceType

Shown when: Pupil Consent 5 is ticked

Service Type Category Group ​

PupilConsent5ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 5 is ticked, and Pupil Consent 5 Service Type is empty

PupilConsent5IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 5 is ticked

PupilConsent6

PupilConsent6Label

Shown when: Pupil Consent 6 is ticked

PupilConsent6Question

Shown when: Pupil Consent 6 is ticked

PupilConsent6ServiceType

Shown when: Pupil Consent 6 is ticked

Service Type Category Group ​

PupilConsent6ServiceTypeCategoryGroup

Select the Service types which require this consent

OptionStored as
Centre Tuition1
Exams128
Resource Hire16
School Tuition2
Studies256
Auditions32
HomeTuition4
Events64
Group Membership8

Shown when: Pupil Consent 6 is ticked, and Pupil Consent 6 Service Type is empty

PupilConsent6IncludeAdult

Shown when: Education Mode is not Child Mode, and Pupil Consent 6 is ticked

Comms tab ​

From Email ​

FromEmail

Reply Email ​

ReplyEmail

Users Default To Business Email ​

UsersDefaultToBusinessEmail

Enquiry Tel No ​

EnquiryTelNo

Twitter Feed ​

TwitterFeed

Hide Admin Names On Messages ​

HideAdminNamesOnMessages

Std Email Template Highlight Colour Hex ​

StdEmailTemplateHighlightColourHex

Std Email Template Highlight Fore Colour Hex ​

StdEmailTemplateHighlightForeColourHex

Std Email Template Image 1 URL ​

StdEmailTemplateImage1URL

Show Image ​

ShowImage

Show Attachment Image

Source ​

Source

Connect tab ​

FTP ​

FTPHost ​

FTPHost

FTPPort ​

FTPPort

FTPUsername ​

FTPUsername

FTPPassword ​

FTPPassword

Data Share Folder ​

DataShareFolder

Data Publish Email ​

DataPublishEmail

Languages tab ​

Language ​

Language

PaymentMethods tab ​

4 of the 4 fields here are conditional.

DDFirst Month ​

DDFirstMonth

Shown when: your payment provider is set to manual direct debit

DDDay Of Month ​

DDDayOfMonth

Shown when: your payment provider is set to manual direct debit

DDMandateFormLink

Shown when: your payment provider is set to manual direct debit

Payment Info ​

PaymentInfo

Shown when: you have no payment provider set up

T and Cs tab ​

2 of the 6 fields here are conditional.

Individual Sign Tand Cs Text ​

IndividualSignTandCsText

Individual Terms And Conditions URL ​

IndividualTermsAndConditionsURL

Individual Terms And Conditions ​

IndividualTermsAndConditions

Shown when: Individual Terms And Conditions URL is empty

Organisation Sign Tand Cs Text ​

OrganisationSignTandCsText

Organisation Terms And Conditions URL ​

OrganisationTermsAndConditionsURL

Organisation Terms And Conditions ​

OrganisationTermsAndConditions

Shown when: Organisation Terms And Conditions URL is empty

What stops you saving ​

The screen refuses the save and reports whichever of these is wrong:

  • The text entered for Invoice Footer is too long - please reduce
  • Please add your business email address
  • The Child Responsibility Age should be in the range 13 to 18
  • The Minimum Age For Contact Info cannot be greater than The Child Responsibility Age
  • You have not defined an image to be used as the Email Template Image 1
  • The Financial Year Start Month must be between 1 and 12
  • The Debtor Reminder Period must be between 1 and 31

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