Schoolworks
Schoolworks Knowledgebase
View
Tree
DEFAULT
Title - A to Z
PAGES
Schoolworks Knowledgebase
Getting Started
System Navigation
System Structure & Key Concepts
Student Registration
Enrolments & Bookings
Group Enrolments
Academics
Accommodation
Finance
•
Finance - Key Principles
•
Finance - Simplified Process Overview
•
Finance - Terminology
Receipts & Allocations
Payments & Allocations
Refunds
Manual Invoice & Credit
Finance Reporting
•
Accounting Periods
•
Finance 'Organisations'
Sales & Marketing (Schoolworks)
Sales & Marketing (Sales Cloud)
Reports & Dashboards
Online Booking System
Online Test System
Teacher Portal
Student Portal
System Administration
Release Updates
Schoolworks Knowledgebase
View
Tree
DEFAULT
Title - A to Z
PAGES
Schoolworks Knowledgebase
Getting Started
System Navigation
System Structure & Key Concepts
Student Registration
Enrolments & Bookings
Group Enrolments
Academics
Accommodation
Finance
•
Finance - Key Principles
•
Finance - Simplified Process Overview
•
Finance - Terminology
Receipts & Allocations
Payments & Allocations
Refunds
Manual Invoice & Credit
Finance Reporting
•
Accounting Periods
•
Finance 'Organisations'
Sales & Marketing (Schoolworks)
Sales & Marketing (Sales Cloud)
Reports & Dashboards
Online Booking System
Online Test System
Teacher Portal
Student Portal
System Administration
Release Updates
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'