Training in the Rise school management system
When schools join the Rise school management system, the Rise onboarding team assists them with onboarding.
Once onboarding is complete, Bursars get trained on the financial module in
the Rise school management system. As a result, they get upskilled and trained in applied accounting in the Rise system.
To celebrate and acknowledge all their hard work, we certify the Bursars
in terms of the completed training in the Rise system.
Once onboarding is complete, Bursars get trained on the financial module in
the Rise school management system. As a result, they get upskilled and trained in applied accounting in the Rise system.
To celebrate and acknowledge all their hard work, we certify the Bursars
in terms of the completed training in the Rise system.
Bursar's training and upskillment in the Rise school management system.
Training and upskillment in the Rise system.
Below under point 1 see details on the Bursars' training in the Rise system. For points 2-7, kindly see answers to some FAQ questions.
1. How to create line items for services in the Rise school management system.
2. How to batch invoice students (and suppliers if needed) in the Rise system.
3. How to work with the Budget in the Rise system.
4. How to create Journal entries in the Rise system.
5. How to work with the financial reports (cash and accrual basis) in the Rise system.
6. How to work with the Rise school communicator app.
7. How to set up the bank stream in the Rise system.
8. How to approve and assign transactions in the Rise system.
Kindly note that the training list might differ and include additional aspects of the system
training depending on the schools' specifics and internal processes.
2. How to batch invoice students (and suppliers if needed) in the Rise system.
3. How to work with the Budget in the Rise system.
4. How to create Journal entries in the Rise system.
5. How to work with the financial reports (cash and accrual basis) in the Rise system.
6. How to work with the Rise school communicator app.
7. How to set up the bank stream in the Rise system.
8. How to approve and assign transactions in the Rise system.
Kindly note that the training list might differ and include additional aspects of the system
training depending on the schools' specifics and internal processes.
1. Please check that you have linked to the learner (Link the Learner). You will need
need to enter the CEMIS & the ID number of the learner.
2. If you struggle to link, contact your Bursar.
3. You are linked to the learner but still do not see the Billing.
4. Check that you have NOT registered in Rise School Communicator two email addresses.
5.1 If you have registered with 2 email addresses, you need to make sure that both of them are linked to your child/children.
6. If the above points are all done, make sure you select only ONE school on the communicator.
Untick other Schools & select your child's School.
7. Exit the app & open it again. (no need to reinstall the app or logout)
8. Check Billing in a minute or two.
need to enter the CEMIS & the ID number of the learner.
2. If you struggle to link, contact your Bursar.
3. You are linked to the learner but still do not see the Billing.
4. Check that you have NOT registered in Rise School Communicator two email addresses.
5.1 If you have registered with 2 email addresses, you need to make sure that both of them are linked to your child/children.
6. If the above points are all done, make sure you select only ONE school on the communicator.
Untick other Schools & select your child's School.
7. Exit the app & open it again. (no need to reinstall the app or logout)
8. Check Billing in a minute or two.
There are two parts to it. You will need to set up a new Gmail account if you don't have one set up for your School. After creating it, you will need to set it up in RSM.
1) How to create a new Gmail account:
1. After logging out from your current gmail account, go to Gmail.com
2. Click on Use another account ->
Create account -> Choose for "myself" when you are presented with 2 options
3. Enter your First Name
3.2 Enteryour Last name
3.3 Enter the Username (such statementsyourschoolname or accountsschoolname or whatever else that will work for your school)
3.4 Enter the password & enter it again to confirm
Save your password somewhere, as you will need to use it in RSM
Thereafter follow the prompted steps on the screen to finalize creating the Gmail account.
2) Setting up your Gmail account in RSM for sending emails.
1. Login to Rise School Management.
2. Go to Quick menu -> Settings
3. Select the second tab "General settings"
4. Under Email account, click on the two squares opposite System email account, as show below:
5. Enter the details for
5.1 Email address: excelsiorstatements@ gmail.com
5.2 Email sender name: Name you will use for parents to see
5.3 Tick Sending emails under User Account
5.4 In the window "Use Account" enter your gmail account excelsiorstatements@gmail.com
for User name, as shown on the screenshot above:
5.5 In the Password field, enter the password you've created for excelsiorstatements@gmail.com
Please make sure it's correct & there are no spaces before or after the password
5.6 Under Server, enter Server: smtp.gmail.com
5.7 For Port enter 465
5.8 Tick Use secure connection (SSL)
5.9 Click on Check Settings (the button in the top right corner). If all is well, click on Save & Close.
5.9 If you receive the error message, insert this link to the tab in the browser, where you have the Gmail account open,
https://myaccount.google.com/ lesssecureapps?pli=1
5.10 Scroll the roller so it becomes green to enable access. Thereafter click on Check settings. If all is well, click on Save & close.
If there is a problem, please take a screenshot with the error message & email it to me.
3) 3.1 If the authentication still did not take place, login to the gmail account from which your School will be emailing statements.
3.2 In the tab next to it, click on the link https://myaccount.google.com/lesssecureapps
3.3 Scroll the roller to enable the access.
1) How to create a new Gmail account:
1. After logging out from your current gmail account, go to Gmail.com
2. Click on Use another account ->
Create account -> Choose for "myself" when you are presented with 2 options
3. Enter your First Name
3.2 Enteryour Last name
3.3 Enter the Username (such statementsyourschoolname or accountsschoolname or whatever else that will work for your school)
3.4 Enter the password & enter it again to confirm
Save your password somewhere, as you will need to use it in RSM
Thereafter follow the prompted steps on the screen to finalize creating the Gmail account.
2) Setting up your Gmail account in RSM for sending emails.
1. Login to Rise School Management.
2. Go to Quick menu -> Settings
3. Select the second tab "General settings"
4. Under Email account, click on the two squares opposite System email account, as show below:
5. Enter the details for
5.1 Email address: excelsiorstatements@ gmail.com
5.2 Email sender name: Name you will use for parents to see
5.3 Tick Sending emails under User Account
5.4 In the window "Use Account" enter your gmail account excelsiorstatements@gmail.com
for User name, as shown on the screenshot above:
5.5 In the Password field, enter the password you've created for excelsiorstatements@gmail.com
Please make sure it's correct & there are no spaces before or after the password
5.6 Under Server, enter Server: smtp.gmail.com
5.7 For Port enter 465
5.8 Tick Use secure connection (SSL)
5.9 Click on Check Settings (the button in the top right corner). If all is well, click on Save & Close.
5.9 If you receive the error message, insert this link to the tab in the browser, where you have the Gmail account open,
https://myaccount.google.com/ lesssecureapps?pli=1
5.10 Scroll the roller so it becomes green to enable access. Thereafter click on Check settings. If all is well, click on Save & close.
If there is a problem, please take a screenshot with the error message & email it to me.
3) 3.1 If the authentication still did not take place, login to the gmail account from which your School will be emailing statements.
3.2 In the tab next to it, click on the link https://myaccount.google.com/lesssecureapps
3.3 Scroll the roller to enable the access.
RSM has a bank integration tool that automatically downloads and assigns your bank transactions. It currently works with the 4 major banks in South Africa and does not save your bank login details nor has access to this information. The data is secure and only accessible through RSM after you have logged in. We use a world-renowned aggregation service - Yodlee.
1. Click Bank and then Bank Stream.
2. Click on Add Account.
3. Choose your Bank
4. Choose the bank account that you want to sync or setup a new bank stream.
5. Click on Proceed
6. You will be presented with the accounts on your banking profile
7. Select the account that you want to download, where the initial download will download the transactions for the last 3 months.
It will also show you the actual bank balance as it currently is on your bank, as well as the ledger balance on RSM, as shown above on the screenshot.
Bank Stream has 3 tabs:
- New transactions - a list all transactions that have not yet been allocated and posted,;
- Approved transactions - a list of transactions that have been assigned & approved;
- Excluded transactions - a list of transactions that were excluded & need to be looked into.
1. Click Bank and then Bank Stream.
2. Click on Add Account.
3. Choose your Bank
4. Choose the bank account that you want to sync or setup a new bank stream.
5. Click on Proceed
6. You will be presented with the accounts on your banking profile
7. Select the account that you want to download, where the initial download will download the transactions for the last 3 months.
It will also show you the actual bank balance as it currently is on your bank, as well as the ledger balance on RSM, as shown above on the screenshot.
Bank Stream has 3 tabs:
- New transactions - a list all transactions that have not yet been allocated and posted,;
- Approved transactions - a list of transactions that have been assigned & approved;
- Excluded transactions - a list of transactions that were excluded & need to be looked into.
Bank Stream has:
- a match function where a payment can be matched to an invoice
- a split function where a single payment or receipt can be split for different customers or suppliers;
- an account function if you want to allocate the account directly to the General Ledger;
- an action function where you will approve the transaction.
You only need to assign the transaction once and the next time a transaction with the same description is found, Bank Stream will automatically assign it for you.
- a match function where a payment can be matched to an invoice
- a split function where a single payment or receipt can be split for different customers or suppliers;
- an account function if you want to allocate the account directly to the General Ledger;
- an action function where you will approve the transaction.
You only need to assign the transaction once and the next time a transaction with the same description is found, Bank Stream will automatically assign it for you.
You can set up your Bank Stream manually by importing you transactions from a CSV / OFX file.
1. Go to Bank;
2. Click on Bank Stream;
3. Click on the Upload button on the right.
4. A window will pop up that will give you an option to choose your file.
5. Select the file with the transactions you wish to upload. Remember that the file should be in a CSV or OFX format.
IMPORTANT: Work with the transactions in a notepad on your desktop and make sure the information is separated by a comma ( , ) and do not forget to save it in a CSV or OFX format.
6. After selecting the file, click continue to carry on with the process.
7. Another window will pop up giving you an option to either upload all the transactions or choose according to a specific date range.
8. A message will appear below stating that the uploading is complete.
The bank stream interface will now have the list of the transactions, which you can also match, split, link, and approve, as shown on the screenshot above.
1. Go to Bank;
2. Click on Bank Stream;
3. Click on the Upload button on the right.
4. A window will pop up that will give you an option to choose your file.
5. Select the file with the transactions you wish to upload. Remember that the file should be in a CSV or OFX format.
IMPORTANT: Work with the transactions in a notepad on your desktop and make sure the information is separated by a comma ( , ) and do not forget to save it in a CSV or OFX format.
6. After selecting the file, click continue to carry on with the process.
7. Another window will pop up giving you an option to either upload all the transactions or choose according to a specific date range.
8. A message will appear below stating that the uploading is complete.
The bank stream interface will now have the list of the transactions, which you can also match, split, link, and approve, as shown on the screenshot above.
RSM has a bank integration tool that automatically downloads and assigns your bank transactions. It currently works with the 4 major banks in South Africa and does not save your bank login details nor has access to this information. The data is secure and only accessible through RSM after you have logged in. We use a world-renowned aggregation service - Yodlee.
1. Click Bank and then Bank Stream.
Choose the bank account that you want to sync and setup a new bank stream.
It will also show you the actual bank balance as it currently is on your bank, as well as the ledger balance on RSM.
1. Click Bank and then Bank Stream.
Choose the bank account that you want to sync and setup a new bank stream.
It will also show you the actual bank balance as it currently is on your bank, as well as the ledger balance on RSM.
Go to School -> Learners -> Click on the Learner Data -> Run report
1. A user-guide on the Discipline Module in Rise School Management:
Learn how to create Incidents (behaviour management) from mobile and desktop.
See how parents will be notified of an incident as soon as the School creates it.
2. User-guides on Rise School Communicator:
2.1 A user-guide for parents on Rise School Communicator.
The above guide has detailed instructions for parents on how to download Rise School Communicator.
2.2 A user-guide for Admin Staff, Teachers & Bursars on how to use Rise School Communicator.
3. A user-guide on how to create and print cash receipts
The above guide has detailed instructions on how to create cash receipts and print them from RSM.
4. A detailed user-guide on Enrollments is for you to look through in order to start using Enrollments Simplified that will save time on manual and double capturing.
5. A detailed user-guide on how to set up and use Bulk Mailing in Rise School Managmenet
Below are the video guides on the various functionality of Rise School Management:
New training video guides get regularly published on Rise SA Youtube channel.
Subscribe to the Rise SA channel, so you keep abreast of all the new exciting
additions and the training video guides on the existing aspects of the system.
1. This is a detailed video guide on the Bank Stream additions,
you will be aware of the improvements that our Dev Team implemented in the Bank Stream.
Here are just some of the new videos that you can now watch:
How to import a CSV statement
Petty cash transactions
School -> Enrollment
Make sure you watch a video-guide to learn how it works and
a video guide on how to use Bulk Mailing in RSM.
New training video guides get regularly published on Rise SA Youtube channel.
Subscribe to the Rise SA channel, so you keep abreast of all the new exciting
additions and the training video guides on the existing aspects of the system.
1. This is a detailed video guide on the Bank Stream additions,
you will be aware of the improvements that our Dev Team implemented in the Bank Stream.
Here are just some of the new videos that you can now watch:
How to import a CSV statement
Petty cash transactions
School -> Enrollment
Make sure you watch a video-guide to learn how it works and
a video guide on how to use Bulk Mailing in RSM.
