IdentiTrip 2006 Key Features & Benefits All data imported from MIS system Quick MIS upload annually for new intake and class changes No manual input of pupil information Ease of setting up multiple trips Ease of setting up variable payment and donation events – available Jan 07 Ease of pupil allocation to trip Numbers on trip & places left Calculation of trip expenditure & reconciliation Quick search facility for problem cheques Pupil documentation – Parental Permission, E111, Passport. Comprehensive payment received audit capability View reports on screen and print directly Report Types - Transactions, Account Balance, Expenditure – over any period Bank statement reconciliation – available Jan 07 Manual operation of accounts or by finger scanner Speed of transaction and receipt generation Optional School Shop facility Only use the functions you need in order to keep accurate records of payments

Log On Three levels of access User – allowed access to Members, Accounts & Reports Administrator – allowed access to all functions Support – allows access to Trips and Reports Help available prior to Log In

IdentiTrip - Selecting the button displays the class details generated by the schools MIS system and imported during IdentiTrip installation. Class functions available are: Add New, Edit and Delete.

Member - Selecting the button displays the screen above. The members screen provides a facility to add, edit and delete pupil details within their individual class groups. It also provides a facility to view the whole “School Roll” enabling pupils to be identified by class, name or ID number. The member screen provides facilities to capture a “Photograph” and register the “Finger Scan” of pupils. These facilities are optional and need not be used. A move class facility enable pupils to be moved to a new class.

Trip - Selecting the button enables trips to be set up quickly and easily. You have the option to set the trip price or calculate it by entering the expenditure. All trip details can be viewed or edited from this screen. Pupils are added to the trip / event by selecting the “Allocate Members” button. To set up trip and allocate all pupils takes no longer than 5 minutes.

Trip – Allocate Members This screen shows pupils being allocated to the “Australia Trip”. The class is selected and then by simply using the “ALL>>” on trip or “>>” individual on trip, pupils are placed on the trip. The opposite functions remove pupils from the trip provided their accounts are zero. Pupils can be allocated on block or for more expensive trips when parental authorisation is provided. When the trip is full all surplus pupils can be removed at the click of a button.

Account - The screen is the default screen. This screen allows pupil transactions (deposits & refunds) to be completed in a few seconds. View by Trip Group displays all current trips. Choose the event, select the pupil, enter the amount (cash / cheque) and wait for the instant receipt to be printed if enabled. The count down will show you how many places are left on the trip. You can record that you have received the parental permission, E111, passport or find a cheque from a previous transaction query or look at a payment history, A complete audit trail is provided for transactions.

Example of Printed Receipt

Direct Debit - The button enables a file to be generated which can be used by secure banking software to initiate direct debits transfers from the clients account to the schools account. This screen provides facilities to generate the file and reconcile the pupils account after payment has been received by the school.

Reports - Selecting the button provides access to three types of reports. The default screen being “Trip Expenditure” shows a reconciliation report for income and expenditure. Expenditure entry is optional. Selecting the Member Transaction Button displays all transactions made over a time period specified by you for a given trip or all trips. If you want to bank weekly, simply produce a report instantly for that week, reconciliation being quick and simple. The Member Balance report provides key information to the trip organiser on payment status and whether all approval information has been received.

Reports – Member Balance This report enables “all balance” or “outstanding balance” to be viewed by trip and by class. It also confirms parental consent and whether other documentation has been provided by the pupil.

System - The button provides access to configuration information required during installation of IdentiTrip 2006.

Shop - The shop module (if enabled) provides access to the “Shop” and “Ledger” buttons of the shop facility. The shop facility complements the trip management software enabling individual items to be purchased whilst keeping track of sales and stock. Any category of items can be added to the shop.

Shop - Checkout Sample checkout screen showing music lesson payment

If you would like to learn more about IdentiTrip or have a demonstration, please contact Jeff Thorpe Tel: Tel: Pinecone Associates Our Skills Making Your Job Easier