Schoolworks

Finance

  • Finance - Key Principles
  • Finance - Simplified Process Overview
  • Finance - Terminology
  • Receipts & Allocations
    • Creating Receipts & Allocating
    • Unallocating Receipts & Re-allocating
    • Allocations Screen
    • Writing Off Balances
    • Allocation Clear Down (Zero Receipts)
  • 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 - Sales vs Income
    • Finance Reporting - Transaction Types
    • Finance Reporting - Enrolment Finance Fields
  • Accounting Periods
  • Finance 'Organisations'

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