Accountant
Each guide is one task, written with the real names of the buttons you will press.
- Your day at a glanceOn the home page, see the unpaid subscriptions, the salaries to pay and this month's income and expenses. Accountant dashboard, debts, salaries.
- Record an expenseRecord a cash-desk expense with a category, an amount, how it was paid and a note. Expense, supplies, rent, cash desk.
- Correct or void an entryFix the amount, date, method or payer of an income or expense entry, or void one that was entered twice. Nothing is deleted, every change keeps its reason.
- Check who has not paidOpen Subscriptions to see who is paid until when, who is late, how much each family owes, and the debts of students who left. Search, remind, export.
- Pay a salary and give the payslipSet a teacher's base pay, record the salary payment in Finance as an expense, then open the payslip. Salaries, payroll, base pay, payslip.
- Download the month's reports in ExcelDownload the finance report and the subscriptions and debts report as Excel files, or the finance report of another period. Export, xlsx, Excel.
- Remind a late familyFind a late subscription, press the message icon in its row and send the parent a short reminder.
- Frequently asked questions