The Finance Menu is at the heart of SchoolBase Financial. From here you can navigate to most of the Finance system. The menu is split into 4 areas.

Top left: Support tables

These have to be set up correctly before you can create invoices. You will probably import the bulk of this information from your accounting package. For more information see the individual articles on Nominal Codes, Finance Codes, Pupil Type Fees and Finance Staff.

Top middle: Pupil and adult records

This allows access to Pupils and Adults records from a financial point of view so that you can find the adults related to the pupils you are billing, find individual adults, and export your updated adult information to your accounting package. See the individual articles on All pupils/adults, Multiple fee payers, Multiple adults, Adults finder and Export Adults for more information.

Top right: Data Integrity

It is essential to check that all the pupils you are billing have fee-payers, that their fees are correctly split, and that all fee-payers have unique bursary numbers. These buttons run quick checks on these, and take you to the appropriate form to fix any problems found.

Bottom: Billing module

Create new invoices, manage current invoices, and charge groups of pupils for extras (Recharges) here.