Before you close
1
Publish the term's report cards
Closing does not publish them, and an unpublished report card is not visible to pupils. See Report cards.
2
Settle what can be settled
Arrears follow a pupil forward, but it is far easier to resolve a disputed charge while the term is fresh.
3
Create the destination term
You are closing into somewhere. The next term must exist, with its dates and calendar. See Academic year and terms.
Preview first
The close has a preview showing what will happen to every pupil before anything is written. Read it. It is much easier to correct a promotion decision here than to unpick a wrong enrolment after next term’s billing has run.The five outcomes
Every pupil gets exactly one:
Continued and Promoted are different: a pupil moves through three terms in one class before being promoted out of it. Choosing Promoted between Term 1 and Term 2 would advance the whole school a year early.
What the close records
The closure records the source and destination terms, the count of each outcome, any notes, and who closed it. Each pupil’s individual decision is kept as well, so a question about why a particular pupil repeated has an answer. The source and destination must be different terms — you cannot close a term into itself.Fee categories do not follow automatically
After closing
1
Check the new term's enrolments
Every pupil who should be billed needs one.
2
Set the new term's fee matrix
A new term starts with an empty grid rather than inheriting the last one. See The fee matrix.
3
Set feeding rates and plans
Also per term. See Feeding rates.
4
Make the new term current
Everyone’s screens now default to it.
5
Run billing
See Running term billing.
Who can do this
Theedit_academics permission, alongside edit_students for the enrolment changes it makes.