: : Creating the Registration File

Reminder: The registration file is necessarily attached to a session.

  1. From the tree structure on the left, right click on the session > New registration or Edit > New registration.
  2. Fill in the general information about the customer:
  3. Note: To make this action automatic, you must configure the agreement counters from general Setup > Company > Automatic voucher numbering.

  4. Indicate the registration status:
  5. Check the Multi-financial backer box if, for example, part of the training is paid by X and part of the training is paid by Y.
  6. Enter the number of interns who are attending the training:
  7. Add the training backers in the Financing section below by clicking on the green + button.
  8. Click on the magnifying glass icon to see the financing detail that you can manually modify.
  9. Save.

Note: you can merge two files from the session via Edit > File merge.