Begin with the daily view
See today’s net receipts, outstanding invoice balances and overdue amounts through your permitted finance access.
Finance dashboards
& reports
See the position. Find what needs attention.
Start with a clear view of the school’s finances, then follow the records behind the figures. Bring daily receipts, outstanding balances and review priorities into focus.
Useful figures. A practical next step.
From the headline amount
to the work behind it.
Find the next action
Open payments awaiting review, overdue accounts and recent financial activity from the dashboard.
Explore payments & balancesReview collections in context
Filter payment dates and compare recorded collections by campus and payment method.
A report you can work with
Understand the collections.
Keep the context.
Review receipts, adjustments and net collections for a chosen date range, alongside a current view of invoice aging. Export the report when your team needs the figures outside the system.
- See received amounts, amounts applied at receipt and overpayment credit.
- Review refunds and corrections alongside net receipts.
- Check that invoice balances and available credit agree with the recorded history.
Read each number in its own context
Today. A selected period.
The current position.
Today’s receipts
The daily amount is net of recorded refunds and corrections for today. Credit allocations are kept outside this receipts figure.
What was received today?The selected date range
Collections and adjustment totals follow the dates chosen in the finance report.
What happened in this period?Current invoice aging
Outstanding amounts are grouped by current days overdue, including the configured grace period.
What remains outstanding now?For your team
Useful visibility.
Access that follows responsibility.
Finance teams
Keep the daily work moving.
Review receipts, student balances, outstanding accounts and reconciliation information.
School leaders
See the wider position.
Follow the finance indicators available through your assigned role and campus scope.
Branch administrators
Stay close to local accounts.
Use the permitted finance view for the campuses you oversee, with routes back to the underlying records.
Reading the finance picture
What do the dashboard and reports tell you?
Understand the date range, current balances and campus context before using the figures for follow-up.
Can staff focus on the campuses they manage?
Yes. Finance views follow the user’s permitted campus scope and finance permissions. Figures, student accounts and report sections are limited to the information that access allows.
What does the report’s date range change?
The selected dates filter payment receipts and finance adjustments. Collections are grouped by campus and payment method, with received, applied and overpayment-credit amounts shown separately.
Does the date range also change the aging figures?
Invoice aging is a current snapshot. It groups the outstanding amounts by days overdue as of today, includes the configured grace period and is separate from the collection-date filter.
Can we export the finance report?
Yes. The CSV report includes the selected-period collections and adjustments, together with the current aging snapshot. The page also shows settlement and credit reconciliation checks for the records in scope.
Keep exploring
One school. More connected possibilities.
Finance dashboards & reports
Turn the finance overview into a useful next step.
Connect the figures your team sees with the records they need to act on.