School Management Portal
How to set up class grouping for the next year
Class divisions can only be done after the re-registration and promotion procedures have been completed. Only then will the classroom lists be displayed, where you can see the number of learners for a specific grade. The system will warn you if ...
How to view and manage update requests from parents in d6
Parents can update their own details and request changes to learner information directly through the App. Parent information updates are automatically applied, whilst learner information requests require school approval. Manage all pending update ...
Bank Statement Import
The Bank Statement Import function allows you to import electronic bank statements into the system for reconciliation. Finance > Cashbook > Bank Statement Import How do I import a bank statement? Obtain an electronic copy of your bank statement from ...
My Budget
The My Budget overview displays all budgets for the logged-in user, with full details on budget types, amounts, and variances. My Home > My Information > My Budget How do I use My Budget? Navigate to My Home > My Information > My Budget. Select the ...
How to perform a bank reconciliation
A bank reconciliation is performed to balance the bank statement of each bank account against the system's cashbook. Finance > Cashbook > Bank Reconciliation How do I perform a bank reconciliation? Select the bank account and the relevant period. ...
How to set up the annual budget
The Annual Budget function allows you to create, copy, and manage budget items for the relevant financial year. Finance > Budget: Annual Budget How do I create a new budget? Click Create a Budget. Select the year and enter budget amounts per account. ...
How to set up and manage Subject Groups
Subject Groups are academic clusters used to group learners who attend the same subject together. Unlike Register Classes (used for administration and attendance), Subject Groups are strictly for academic delivery, mark capture and timetabling. My ...
How to set up Subject Classification
Subject Classification is used to group subjects into specific roles or categories (e.g. Core Subjects, Elective Subjects or Creative Arts). The system uses these classifications to determine which subjects meet promotion criteria and how report ...
Allocate subject choices to learners
This function enables educators to allocate learners to their selected subject choices. All CAPS subjects, components and assessments are pre-loaded in the system. Allocations can be done per learner, per subject, or per group. My School > System > ...
How to register for training sessions
d6 offers online training, classroom training and e-Learning courses. Easily accessible guides are also available by clicking the (?) button at the top of each screen. My Home > Training > Training If no current training sessions are scheduled for ...
How to approve or reject Creditor Transactions
The Approve Transactions function allows authorised users to approve or reject captured creditor invoices and credit notes. Transactions can be approved per invoice or per individual line item, enabling partial approval. Finances > Creditors: Approve ...
How to set up and manage Projects
The Projects function allows schools to ring-fence income and expenses for a specific activity. When a project is closed, the net profit or loss is automatically transferred to the profit and loss account. Finance > Projects How do I create a ...
Financial Year-End
Before starting the financial year-end process, certain tasks must be finalised. Once you have received the audited financial statements and audit journals, you may proceed. Finance > General Ledger > Financial Year-End How do I perform the year-end? ...
How to perform the Financial Year-End process
The Financial Year-End process in d6 enables administrators to finalise the previous financial year, post audit journals, and allocate net profit or loss to the appropriate equity accounts. This ensures that the General Ledger reflects an accurate ...
How to process General Ledger Journals
The Journals function in d6 Finance allows authorised users to manually post entries directly between General Ledger accounts and Projects. It is used to make corrections, reverse incorrect postings, reallocate costs, or record any financial ...
Manage Payment Arrangements
This screen allows you to view and manage all payment arrangements and send SMS reminders to accountable persons. Finance > Debtors > Manage Payment Arrangements How do I manage arrangements? Select the date range and filter to the relevant ...
Edit and delete next of kin information
This article explains how to search for, edit, and delete next of kin information in the system. Next of kin records are linked to learners and contain emergency contact details. My School > System > General > Databases: Next of Kin How do I edit ...
Review Learner Billing
This function enables authorised users to review learner billing entered by a user who does not have rights to adjust billing options. Finance > Debtors: Review Learner Billing How do I review learner billing? Double-click the learner whose billing ...
How to review learner billing
The Review Learner Billing function enables authorised users to review and approve the billing for learners who were added to the system by a user without rights to adjust billing. A review is required each time such a learner is added. Finances > ...
How to perform a re-allocation
A re-allocation is performed when a receipt was issued to the wrong family. The entire receipt amount must be moved — partial re-allocations are not supported. Finance > Debtors: Re-allocations How do I perform a re-allocation? Click Perform a ...
Re-allocate a receipt to another family
A re-allocation is performed when a receipt was issued to Family X but should have been issued to Family Y. The entire receipt amount must be moved to the correct family, not just part of it. Note: Receipts issued directly from the bank statement ...
How to set up and manage Creditor Accounts
The Creditor Accounts function allows you to create and manage accounts for the school's suppliers. Supplier transactions including invoices, credit notes, and payments are captured against these accounts. This is not the General Ledger account — it ...
Academic Criteria: Criteria Setup
The Criteria Setup allows you to create rules that determine which learners qualify for an achievement. Formulas are built visually by dragging components from the right into the formula field. My School > Achievements > Databases > Academic Criteria ...
Set up optional results for academic criteria
Optional results allow you to display additional information on learner certificates and reports, such as a percentage average or position in grade. This is useful when printing certificates for top-performing learners where averages and positions ...
How to process receipts
A receipt is a document that proves money was paid to and received by the school. The system supports five receipt types, all resulting in the same accounting entries: the cashbook is debited and the selected ledger accounts or projects are credited. ...
How to set up Academic Criteria
The Academic Criteria function is used to set up certificate rules based on your own criteria. Specific formulas are built to calculate results using Merit, Year, or Promotion marks already calculated by the curriculum formulas. My School > ...
How to set up and manage Payment Options
Payment Options are set up once a year to bill learners for school fees and other charges on a monthly basis. Once created, learners can be linked in bulk or individually. Billing runs automatically on the first of each month and appears on the ...
Set up and manage holidays
The Holidays module manages public and school-specific holidays within d6. National Public Holidays are automatically loaded each year. Holiday data prevents absenteeism records from being captured on non-school days and is used in attendance ...
How to set up and manage Resources
The Resources function allows you to link files and web links to communication groups so that they are visible in the d6 app for parents and learners. My School > System > Communication > Share Documents & Information: Resources How do I add a ...
How to process payments
The Payments function allows you to process or search for payments made from the school to an individual or institution. Finances > Cashbook > Payments How do I make a payment? Click Make a payment. Select the payment type. Choose System for general ...
New Debtor Notes & Arrangements
There are three different notes that can be created: an internal note, a text note, and a payment arrangement. Payment arrangements are agreements made by debtors to pay fees at a later stage. Finance > Debtors > New Debtor Notes & Arrangements How ...
Capture Debtor Notes & Arrangements
There are three types of debtor notes: an Internal Note, a Text Note, and a Payment Arrangement. Payment arrangements are commitments made by debtors to pay at a later date or under a specific agreement. The user right required is 5.3.5 under the ...
How to manage achievement types in d6
Achievement types indicate the physical items a learner receives at the awards ceremony, such as medals, trophies, bursaries, badges, and certificates. My School > Achievements > Databases > Achievement Types How do I add a new achievement type? ...
Achievement Types
Achievement Types indicate the types of physical items presented to learners at an Awards function, such as Medals, Trophies, Bursaries, Badges, and Certificates. A standard set is provided, but you can create, edit, and delete your own achievement ...
How to view and manage SMS feedback
The SMS Feedback function allows you to receive and manage feedback SMS messages from recipients. It enables two-way communication between the school and recipients until a matter is resolved. My School > Communication > SMS > Feedback How do I view ...
How to import bank statements
You need an electronic copy of your bank statement before importing. The most common method is to log in to your bank's internet banking website and download the file from there. Different file formats are required for different banking institutions, ...
How to process Cashbook Transfers
The Transfers function enables you to perform and search for bank transfers between bank accounts. Transfers are automatically linked on the bank reconciliation and display in a yellow block. Verify that the linked transaction is correct before ...
Doctors
Overview The Doctors module maintains a centralised list of family doctors that can be linked to learner records in d6. When a doctor's details are updated, all learners and staff linked to that doctor are automatically updated as well. Navigation ...
How to view and manage SMS replies
The SMS Replies function allows you to view and manage replies received from parents and other recipients in response to SMS messages sent from the school. You can mark messages as read or unread and navigate through multiple pages of replies. My ...
Watermarks
Overview The Watermarks module allows schools to upload and manage background images that appear on printed documents. These backgrounds are applied to letterheads, report cards, and certificates generated within d6. Navigation Path My School > ...
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