Functional module · Fees & Finance
Expenses
Expenses sits inside the fees & finance area. Each workflow group below lists what your team will use most often; the rest we walk through live, against your own school setup.
Module depth
Ask for the full sheet when you need every line
- 01Day-to-day workflowsJump into the groups schools use most
- 02Complete module sheetAsk for every remaining capability in writing
Workflow groups inside
Capabilities by workflow
What expenses covers day to day
The capabilities schools ask about most are listed below. Anything gated jumps straight to the sheet request so you can get the rest in writing.
Workflow 01
Expense Management
- Approve ExpenseApprove expense so it becomes final inside the Expenses module.
- Create CategorySet up a new category in expense Management inside the Expenses module.
- Create ExpenseSet up a new expense in expense Management inside the Expenses module.
- Delete ExpenseRemove expense when it is no longer needed inside the Expenses module.
- Reject ExpenseReject Expense available in expense Management inside the Expenses module.
- Setup Default CategoriesSetup Default Categories available in expense Management inside the Expenses module.
- Submit ExpenseSubmit Expense available in expense Management inside the Expenses module.
- Update ExpenseKeep expense current inside the Expenses module.
- More capabilities in Expense Management request the full sheet
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.
Same area
Other modules in Fees & Finance
- Fee StructureOpen module
- Fee CollectionOpen module
- Due ManagementOpen module
- Finance ReportsOpen module
Role panels
Which panel uses this
Roles reach expenses through these dashboards, with permissions deciding what each person can open.
Ask us to demo Expenses end to end
Bring a real scenario from your school and we will run it through this module during the call.
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