School ERP for UK schools

Term dates, inset days, and compliance culture

Independent schools live by Michaelmas, Lent, and Trinity boundaries - or identical structures under different names. Inset days are not pupil attendance days; software must know the difference.

Safeguarding culture demands audit-friendly access logs and role boundaries - not everyone sees pastoral notes.

Admissions from inquiry through enrollment needs documented handoffs registrars can defend during inspections.

Fee collection independent bursars run

Termly fee bills often include extras - trips, music lessons, boarding - itemized on statements parents scrutinize.

Bursary and remission workflows stay finance-scoped with confidential adjustments invisible to form tutors.

Direct debit and card pay reconcile to pupil ledger before governors review collection reports.

Admissions pipelines and offer management

Open days feed applicant pools; assessments and interviews precede conditional offers.

Deposit tracking secures seats before census dates matter for planning.

Waitlists move with timestamps when families decline - common in competitive entry years.

Exam sessions and report publish

GCSE and A Level mocks alongside prep school assessments share calendar infrastructure.

Report cards publish after review gates - families receive PDFs through portal, not ad hoc email attachments.

MAT and group reporting

Multi-Academy Trusts compare enrollment and fee collection across schools without logging into each site separately.

Local headteachers retain campus control while group finance sees aggregates.

Parent communication expectations

Portal-first notices for parents' evenings, sports fixtures, and fee reminders.

Multi-child accounts when siblings span prep and senior on the same foundation.

Rollout aligned to term start

Best cutover at September or January term - import census roster before first fee run.

Pilot admissions with one entry year before whole-school migration.