Schoolworks
Finance
Schoolworks Knowledgebase
Schoolworks Knowledgebase Finance
Updated

Finance

Sophie Etherington (Unlicensed) By Sophie Etherington (Unlicensed)
  • Finance - Key Principles
  • Finance - Simplified Process Overview
  • Finance Changes - Enrolment Screen Finance Display
  • Finance Changes - Enrolment Screen Commissions - Enforced Reversal and Recreation
  • Finance - Terminology
  • Receipts & Allocations
    • Creating Receipts & Allocating
    • Unallocating Receipts & Re-allocating
    • Allocations Screen
    • Writing Off Balances
    • Allocation Clear Down (Zero Receipts)
    • Using Agent Commission Credit on Agent Debtor Balance
    • Moving Agent Commission Credit to Agent Debtor Account
  • Payments & Allocations
    • Creating Payments & Allocating
  • Refunds
    • Processing Refunds
    • Processing Refunds - Overpayments
  • Manual Invoice & Credit
    • Creating a manual credit note
    • Creating a Manual Invoice
  • Finance Reporting
    • Finance Receipts by Date
    • Invoices and Credits by Date
    • Invoice and Credit Details by Reference Date
    • Aged Debt Reporting
    • Finance Reporting - Transaction Types
    • Finance Reporting - Sales vs Income
    • Enrolment Finance Fields
  • Accounting Periods
  • Finance 'Organisations'
  • Reversing a Receipt, Payment, Invoice or Credit

Details

Sophie Etherington (Unlicensed)'s avatar
Sophie Etherington (Unlicensed)
Owner
Creator
Sophie Etherington (Unlicensed)'s avatar Sophie Etherington (Unlicensed)
Last updated by
Richard Turnbull's avatar Richard Turnbull

Stats

Length
--
Created
--

Schoolworks Ltd 2025