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    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

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    Schoolworks Ltd 2025