Guides

Learn it the way you will use it.

Short, task-based guides written for bursars, class teachers and head teachers — not a feature catalogue. Start with the checklist if term is about to open.

Quick-start checklist Beginner guide Keyboard shortcuts
Start here

Quick-start checklist

Ten steps from installation to the first printed receipt, with the things to prepare before the trainer arrives.

15-minute read · printable

Open the checklist

Beginner

Your first term on Books-pro

Sign in, set up the school, enter opening balances, add learners, receipt fees, enter marks and print report cards.

60-minute read · 10 chapters

Start the beginner guide

Advanced

Running a term like a system

Digital payments, bank reconciliation, fixed assets, payroll, budgets, multi-school groups, SMS routing, roles and recovery.

90-minute read · 12 chapters

Read advanced operations

When something breaks

Troubleshooting

Printer not responding, duplicated receipt, rejected mark import, missing portal results, licence warning, backup restore.

Look up by symptom

Open troubleshooting

Speed

Keyboard shortcuts

The verified shortcuts: gateway letters, voucher function keys, mark-entry arrows, barcode scanner and Escape behaviour.

One-page reference

View shortcuts

Watch

Video walkthroughs

Three short scripts with shot lists and narration — fee receipt, report cards and report card season. Scripts first, recordings next.

3 scripts · 90–150 seconds each

Read the video scripts

By role

Pick the path that matches your week

Bursar / accountant

  1. Quick-start checklistMachines, roles and the first receipt.
  2. Opening balancesin Beginner, chapter 3.
  3. Digital paymentsin Advanced, chapter 1.
  4. Bank reconciliationin Advanced, chapter 2.

Class teacher / director of studies

  1. Mark entryin Beginner, chapter 7.
  2. Report cardsin Beginner, chapter 8.
  3. Report-card season checklistin Advanced, chapter 9.
  4. Shortcutsfor mark entry.

Head teacher / director

  1. Roles and approvalin Advanced, chapter 10.
  2. Group reportingin Advanced, chapter 6.
  3. Recoveryin Advanced, chapter 11.

IT / bursar's assistant

  1. Installing on a school serverin Quick-start.
  2. Remote accessin Advanced, chapter 12.
  3. Troubleshootingfor printing and sign-in.

Prefer a person?

Training is included in the licence. Book a session for the bursar, the class teachers, or both.

Ask about trainingTry the demo