Overview

The Calculation of franchise fees from the date setting (Setting ID: Calculate_Franchising_Fees_From_Date) is located under Financial Settings > General Settings > Financial Reports > Financial Overview per Month/Installment.

What This Setting Does

This setting defines a fixed starting date for the calculation of franchise fees. Franchise fees are amounts owed by a franchised campus or branch, typically calculated as a share of fees collected. When a date is set here, the starting point of the calculation period on the franchise fee calculation screen is locked to that date instead of being freely selectable.

Where It Is Used

This setting affects the franchise fee date filter shown on the financial overview per month report, visible only for institutes flagged as a franchise location and only to finance staff with the right to view franchise fee calculations.

• Main Menu > Financial > Financial Overview per Month/Installment – the franchise fee From Date filter on this screen follows this setting.

Business Logic / Behavior

• This is a date-value setting; it has no value by default.
• If a value is set, the From Date filter on the franchise fee calculation screen becomes locked to that date.
• If left empty, users are free to choose any From Date when calculating franchise fees.
• This setting is typically used together with the corresponding To Date setting to define a fixed calculation window.

Example(s)

The franchisor group Meridian Learning Network wants all its franchised campuses to calculate franchise fees only from the start of the new fiscal year onward, September 1, 2026, preventing staff from accidentally including prior periods. The head office administrator, Mr. Castellano, sets Calculation of franchise fees from the date to September 1, 2026. When a franchise location’s finance staff then open the franchise fee calculation screen, the From Date filter is locked to September 1, 2026 and cannot be moved earlier (for example, to August 15, 2026) or later, so any fees collected before September 1, 2026, such as a $2,400 payment recorded on August 20, 2026, are automatically excluded from every campus’s franchise fee calculation.

When to Use

Use this setting when your organization needs to enforce a consistent, non-editable starting date for franchise fee calculations across the institution, for example to align with a fiscal year, contract start date, or to prevent recalculation of already-settled periods.

Notes

Prerequisites: this setting is only relevant for institutions that operate a franchise model with franchise fee calculations enabled.

• Calculation of franchise fees up to the date/Calculate_Franchising_Fees_To_Date (Financial Settings > General Settings > Financial Reports > Financial Overview per Month/Installment)
• Balance field in financial overview per month/Balance_Field_In_Financial_Overview_Per_Month (Financial Settings > General Settings > Financial Reports > Financial Overview per Month/Installment)
• Date filtering on financial overview per month/Date_Filter_In_Financial_Overview_Per_Month (Financial Settings > General Settings > Financial Reports > Financial Overview per Month/Installment)

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.