Currently, for security, finance reports are accessed via a separate menu which needs to be allocated by the system administrator to those staff who have authority to see them.

Reports can be run based on either the nominal code structure, or invoices.

Nominal Codes Reports

These are self-explanatory.  Codes and description are listed, but no financial information. To see samples use the following links: Code order, Alpha order

To report on financial information based on ALL nominal ledger codes:-
1.    Select the invoice run required
2.    Choose the report level required from

Summary - Gives one line per nominal code, see sample.

Level 1 - Gives one line per finance code, see sample.

Full - Gives one line per pupil, see sample.

To report on financial information based on a SINGLE nominal code:-
1.    Select the invoice run required
2.    Select the nominal code required from the Nominal (Sage) code list
3.    Choose the report level required, as above

Use the button to remove the highlight from the codes list, enabling all codes to be reported.

Invoices Reports
 
1.    Select the invoice run required
2.    Choose the report required.  ‘Preview all invoices’ shows the printed invoices as they were created, allowing reprinting if necessary.
3.    Selecting a particular invoice by number in the lower section of the window enables a single invoice to be viewed and reprinted.