Accounts

Accounts are used to group transactions and payments. The options are available to create revenue streams which are attached to the invoice process via the payment method. 

How to access

Account configuration is attached to the Finance administrator role in User Groups. Go to advanced options in the Finance menu header, and open the Accounts feature. This should be one of the initial steps when setting up the finance module for your schools instance.

Account list

Once you have created the accounts then they will appear in the list, click on the titles to edit the details for the account.

Each account will have a type, account code, and show attached fees (cash), and adjustments when applied. You can edit already created accounts to change the details.

Creating a new account

Click on New account in the bottom right hand corner of the list screen. The creation of new accounts has a few simple entry fields.

Account description is the title of the account, add a short code underneath. After you can choose the account type.

Then determine whether it is a cash account, and/or if it is to be used for adjustments. Once the account has been created it will be available in the Fee & Adjustment lists. 

Integration with external account software

The finance module allows schools to control finances, and can be used for audit purposes. If you need to export to a custom account package then book a meeting with our team to discuss possibilities. We have custom models for Shireburn (Malta), and SAP.