Finance Dashboard
Overview of cumulative revenue collections, outstanding tuition fees, school operation expenses, and payroll statuses.
Institutional Cashflow Trends (Revenue vs Expense)
Recent Receipts
| Student | Code | Method | Date | Paid |
|---|
Fee Structures Setup
Define unlimited tuition, hostel, and laboratory fee structures with default amounts and frequencies.
Create Fee Component
Active Institutional Structures
Invoice Management
Generate, view, print, and process student payment status records.
Invoice Ledger
| Invoice No | Student Name | Particular Items | Total Amount | Outstanding | Status | Actions |
|---|
Payment Collection Center
Registry of school-wide payments. Review completed receipts transactions or reprint billing records.
Collected Receipts History
| Receipt Code | Invoice Ref | Student Name | Payment Method | Date Logged | Amount Collected | Action |
|---|
Discounts Manager
Create discount programs (merit, sibling assistance) and manage approval workflows.
Define Discount Program
Active Programs
| Program Name | Code | Type | Rate / Value | Status | Action |
|---|
Scholarships Coordinator
Track and assign scholarship allocations (100%, 75%, 50%, 25%) and monitor eligibility conditions.
Assign Scholarship
Scholarship Log
| Award Program | Coverage | Student Target | Eligibility Log | Status | Action |
|---|
Refunds Workflow Approval
Process adjustments, overpayment balances, or admission cancellations through formal workflows.
Request Refund
Refunds Pipeline
| Student | Refund Amount | Category | Status | Date Requested | Actions |
|---|
Student Finance Profile
Dedicated ledger, balance tracking, and tuition waiver details within student profile tab.
Quick Actions
Invoiced Documents History
| Invoice Number | Fee Components | Total Bill | Outstanding | Status |
|---|
Parent Portal: Finance & Payments
Simulated view of outstanding tuition balances, invoice receipts, and printable statement logs.
Invoice Ledger
| Invoice No | Student Target | Due Date | Total Amount | Balance Due | Status | Actions |
|---|
Expense Management
Log utilities, Internet bills, maintenance fees, and classroom stationery purchases with approval tracking.
Log Expense Claim
Operating Expense Register
| Particular Name | Category | Vendor | Amount | Date Filed | Approval | Action |
|---|
Payroll Management
Generate monthly payroll calculations for teachers and staff. Review basic pays, deductions, and tax values.
Staff Salary Roster
| Employee Name | Basic Pay | Allowances / Bonus | Deductions | Taxes | Net Pay | Status | Actions |
|---|
Printable Payslips
Official double-lined printable salary statement showing allowance breakdowns and tax policies.
Financial Reports & Audits
Compile revenue collections, outstanding balances, and payroll reports. Export sheets as CSV/Excel/PDF.
Compiled Export Registers
Multi-Currency Settings
Configure the primary display currency across all invoicing modules, dashboards, and receipts.
Available Institutional Currencies
Tax Settings
Enable or disable VAT, GST, and general sales tax regulations. Tax rates will automatically modify invoice calculations.
Configure Tax Toggles
Tax Rules Rationale
Toggling a tax rule on will automatically apply it as a percentage rate addition on all newly generated or pending invoices. Checked taxes compile accumulatively (e.g. enabling both VAT and GST combines their rates on invoices).
Finance Permissions Matrix
Assign role-based access for financial actions like collecting payments, managing payrolls, or approving refunds.
Automated Reminders Setup
Manage message dispatcher workflows for fee schedules and payment confirmations.
Configured Reminders Workflows
Automated reminders guidelines
Reminders are automatically sent to primary parent contact details registered in the Student and Parent modules. Toggling trigger events sends pre-built notification templates through SMS and email.
Finance General Settings
Configure default base currencies, invoice design layouts, and approval thresholds.