Use finance dashboards and reports
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Use finance dashboards and reports
- Review payments awaiting review, overdue balances, upcoming billing and stock attention.
- Open Finance reports and set the From and To dates.
- Compare payment and adjustment totals with the displayed aging and reconciliation sections.
- Follow records needing investigation.
What happens next
You can inspect finance activity and the defined balances for the selected scope.
Troubleshooting
Current invoice aging is a current balance view and should not be described as a historical balance merely because a report period is selected. Reports use one academy currency.