Fees & Finance · part of the full platform
Fee structures, collection, dues and expenses in one ledger
Fee work fails when the structure lives in one file, collections in another and reminders in a chat group. Here the fee book itself is the system: fee heads and categories, structures and reusable templates, class and student level allocation, concessions and discounts, collection with receipts, refunds, online payment processing with gateway webhooks, due tracking with reminders, expenses and finance reporting.
From the capability matrix
Live in the product
- 01Modules in this areaOpen any module below to judge depth yourself
- 02Daily school workflowsWhat staff and families actually open each day
- 03Full capability sheetRequest every remaining line when you need it
Who works here
- Accountant
- Finance staff
- School admin
- Parent
Largest modules in this area
How the flow runs
Fees & Finance in the order your school does it
Fee heads, structures and templates, concessions, collection with receipts and refunds, online payments, due tracking and finance reports.
Daily sequence
4 steps in order
Define the fee book
Fee heads, structures and templates are configured once per class and session, then allocated to students.
Apply concessions correctly
Discounts and concessions are recorded against the student, so the payable amount is defensible.
Collect and receipt
Counter and online payments both produce receipts tied to the student ledger, including refunds when needed.
Track dues and report
Due tracking drives reminders, while finance reports and expense records close the loop for management.
Outcomes
What changes for your team
- One dues list instead of scattered follow-ups
- Receipts and refunds traceable per student
- Collection and expense reporting for leadership
Role panels
Where you will use it
This area appears inside the panels below, each showing only what that role is allowed to see.
Modules in this area
Every module, with the capabilities schools ask about most
Open any module to see how it is structured and what your team will use daily. Fees & Finance connects to the rest of the platform in everyday school work.
Module 01Fee Structure
Workflow groups your team opens day to dayShow capabilitiesHide capabilities
Class/Student Fee Allocation
- Allocate To ClassAllocate To Class available in class/Student Fee Allocation
- Allocate To StudentsAllocate To Students available in class/Student Fee Allocation
- Revoke AllocationRevoke Allocation available in class/Student Fee Allocation
- Update AllocationKeep allocation current
- View AllocationsOpen and review allocations
Fee Concession & Discounts
- Assign StudentsAssign students to the right people
- Create ConcessionSet up a new concession in fee Concession & Discounts
- Delete ConcessionRemove concession when it is no longer needed
- Revoke StudentsRevoke Students available in fee Concession & Discounts
- Update ConcessionKeep concession current
- More capabilities request the full sheet
Fee Head/Category Management
- Bulk Delete CategoriesRun delete Categories across many records at once
- Create CategorySet up a new category in fee Head/Category Management
- Delete CategoryRemove category when it is no longer needed
- Reorder CategoriesReorder Categories available in fee Head/Category Management
- Setup Default CategoriesSetup Default Categories available in fee Head/Category Management
- More capabilities request the full sheet
Fee Structure Management
- Archive Fee StructureArchive Fee Structure available in fee Structure Management
- Clone Fee StructureClone Fee Structure available in fee Structure Management
- Create Fee StructureSet up a new fee Structure in fee Structure Management
- Delete Fee StructureRemove fee Structure when it is no longer needed
- Publish Fee StructurePublish Fee Structure available in fee Structure Management
- More capabilities request the full sheet
Fee Structure Templates
- Apply TemplateApply Template available in fee Structure Templates
- Clone TemplateClone Template available in fee Structure Templates
- Create TemplateSet up a new template in fee Structure Templates
- Delete TemplateRemove template when it is no longer needed
- Toggle Template StatusToggle Template Status available in fee Structure Templates
- More capabilities request the full sheet
Module 02Fee Collection
Workflow groups your team opens day to dayShow capabilitiesHide capabilities
Module 03Due Management
One workflow group inside this moduleShow capabilitiesHide capabilities
Module 04Finance Reports
One workflow group inside this moduleShow capabilitiesHide capabilities
Module 05Expenses
One workflow group inside this moduleShow capabilitiesHide capabilities
Want the rest of the capabilities in writing?
We publish the capabilities schools ask about most. The complete sheet with how each one behaves goes out by email so we can answer questions about your own setup alongside it.
Continue through the platform
Schools rarely buy one module. These areas connect directly to fees & finance in daily use.
See fees & finance running on your own school data
We will set up a session with your classes, fee heads and staff structure so you can judge the fit properly.
30-minute walkthrough
Booked around your school hours
Run on your own data
Your fee heads, classes and staff roles
No card, no lock-in
Nothing is charged to see the product