An institution in Perno Eduwallet represents the school, course provider, association or other educational organization whose students and payments you want to manage. Adding an institution lets you configure its details, currency and language and start organizing groups and payments.
Creating an institution in Perno Eduwallet
1. Open the institution list
Go to Perno Eduwallet. If you are starting the setup, select Set up institution.
If you already use Eduwallet, open Administration → Institutions. Then click + Add institution to open the form for adding an institution.
2. Enter the institution details
In the Institution settings form, enter your organization’s details:
|
Field |
What to enter |
|
Institution name* |
The institution name displayed in Eduwallet. |
|
Legal name |
The organization’s full legal name. |
|
Tax ID |
The tax identification number, e.g. a Polish NIP. |
|
Registration number |
The organization’s registration number. |
|
Court register number |
The court register number, if applicable. |
|
Email address |
The institution’s contact email address. |
|
Phone number |
The contact phone number. |
Fields marked with an asterisk are required. Complete the remaining fields with your organization’s details as appropriate.
3. Enter the address
Complete the address details:
|
Field |
What to enter |
|
Street |
The street. |
|
Building number |
The building number. |
|
Apartment number |
The unit number, if applicable. |
|
Postal code |
The postal code. |
|
City |
The city or town. |
|
Country* |
The country where the institution is located. |
4. Check the currency, language and timezone
Check the settings in the Currency, Default language and Timezone fields.
Perno automatically suggests a language and currency based on the interface language:
|
Perno interface language |
Suggested institution language |
Suggested currency |
|
Polish |
Polish |
PLN |
|
English |
English |
EUR |
|
German |
German |
EUR |
|
Italian |
Italian |
EUR |
The default timezone is Europe/Warsaw. Change it before saving the form if necessary.
5. Complete the remaining settings
In the Annual interest percent field, check the annual interest rate and set a value appropriate for the institution. The screen shown displays a value of 0,0000.
Optionally, add your organization’s logo in the Logo field by selecting a file from your computer.
6. Save the institution
Click Save to save the details. The Cancel button lets you cancel adding the institution.
After saving, the institution automatically receives Active status. On the Institutions list, you can:
-
Click Open to open the institution’s workspace.
-
Click Edit to change its details, settings or status.
7. Set up the institution’s workspace
After creating the institution, complete the following steps:
-
Create an academic year in People and structure → Academic years.
-
Add classes or groups in People and structure → Classes and groups.
-
Invite colleagues and assign their Eduwallet roles in Perno Company → Colleagues.
-
Add students and guardians in the Students and Guardians sections.
-
Configure how payments are received in Finance → Payment destinations.
-
Create one-time charges in Charges and payments or recurring fees in Recurring fees.
Perno commission
The Perno commission is configured by a Perno administrator. Depending on the institution’s settings, the cost may be covered by the institution or added to the amount paid by the payer.