Income, expenditure and expense requests

Review income and expenditure

Open Expenditure to reach Income & expenditure. Select the term and review which income sources count toward money in. Fee-payment income is system-derived and should not be re-entered as a separate manual collection. Use the ledger for supported manual income and expense entries, and retain a meaningful description or reference.

Plan a budget

1. 1Step 1. Choose the correct open term.
2. 2Step 2. Review or add the spending categories the school needs.
3. 3Step 3. Enter the planned amounts in Plan vs spending and save.
4. 4Step 4. Compare planned amounts with recorded spending and review any over-budget notice.
5. 5Step 5. Download a summary for the selected scope when needed.

Use expense requests

Staff can open Expense requests to submit an amount, purpose and optional category, then follow their own request status. Reviewers see the actions their role permits, such as approval, rejection or payment. An approved request is not automatically a paid expense; confirm the payment action and its details when the money is actually disbursed.

Respect the selected period

Finance controls can be restricted for a closed term. Read the closed-term message before trying to change the ledger. Use the correct period and permission rather than creating a replacement entry in a different term solely to bypass the restriction.