Functional module · Fees & Finance
Finance Reports
Finance Reports 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 finance reports 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
Finance Reporting
- Export ReportExport report inside the Finance Reports module.
- Reconcile Payments Vs DuesReconcile Payments Vs Dues available in finance Reporting inside the Finance Reports module.
- Reconcile Payments Vs ReceiptsReconcile Payments Vs Receipts available in finance Reporting inside the Finance Reports module.
- View Cash BookOpen and review cash Book inside the Finance Reports module.
- View Class Wise ReportOpen and review class Wise Report inside the Finance Reports module.
- View Collection SummaryOpen and review collection Summary inside the Finance Reports module.
- View Concession ReportOpen and review concession Report inside the Finance Reports module.
- View Daily ReconciliationOpen and review daily Reconciliation inside the Finance Reports module.
- More capabilities in Finance Reporting 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.
Role panels
Which panel uses this
Roles reach finance reports through these dashboards, with permissions deciding what each person can open.
Ask us to demo Finance Reports 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