iSAMS data
Student details populate the agreement from the school’s source system.
Customer implementations
United Kingdom · International education
A signed agreement that starts the finance workflow.
The Perse School connected admissions data, agreement completion and Xero so a signed contract could trigger the next finance step without re-keying student information.
Implementation recordThe Perse School
- Region
- United Kingdom
- Context
- International education
- Workflow
- iSAMS · Microsoft Excel · Xero invoicing
- Xero
- finance connection
- iSAMS
- student data
- Automated
- invoice handoff
The operating challenge
Admissions completion still created work for finance.
Once a family signed, finance staff had to re-enter information and create the invoice in Xero. That manual handoff introduced avoidable delay and the risk of inconsistent student data.
- 01
Bridge the separate systems used by admissions and finance.
- 02
Remove duplicate entry between the student record, agreement and invoice.
- 03
Start billing promptly when the family completes the agreement.
What was implemented
From student record to agreement to draft invoice.
iSAMS supplies the student data, teams can collaborate on the controlled Microsoft Excel source, and agreement completion triggers the draft-invoice step in Xero.
Microsoft collaboration
Staff work together on the live Excel source through Microsoft Teams.
Xero trigger
A completed agreement creates the next draft-invoice action in Xero.
Department handoff
Admissions completion becomes a reliable trigger for finance rather than an email chase.
The operational result
A clearer process, with the evidence kept inside it.
The school connected two departmental processes into one traceable handoff, reducing duplicate entry and the delay between acceptance and invoicing.
Linking the contract directly to Xero means as soon as a parent signs, the invoice is ready. It bridged the gap between our departments.
Which workflow should become your next case study?
Start with the systems, decisions and handoffs around it. We'll map the governed process and the evidence your teams need.