Dashboard
School-wide totals aren't shown here β see the Outstanding tab for who owes what.
Recent Financial Activity
| Type | Reference / Category | Amount | Date | Status |
|---|---|---|---|---|
| Loading recent activity... | ||||
| Parent / Guardian | Contact | Children | Outstanding Balance | Last Payment | Actions |
|---|---|---|---|---|---|
| Loading outstanding balances... | |||||
| Parent / Guardian | Contact | Credit Held | Actions |
|---|---|---|---|
| Loading parent credit... | |||
How money is grouped in the books and on reports β which line a payment or an expense lands under. Not the fee catalog: what the school charges for, and how much, lives in Admin under Fee Catalog. These are set up for you when the school is created, so there is usually nothing to do here.
| ID | Category Name | Type | Created At | Actions |
|---|---|---|---|---|
| Loading categories... | ||||
| #ID | Parent / Guardian | Term | Children Billed | Description / Memo | Total Amount | Paid Total | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading parent invoices... | |||||||||
| #ID | Student | Class & Arm | Term | Description / Memo | Obligation | Amount | Paid Total | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading invoices... | ||||||||||
| Receipt # | Parent | Paid for | Total | Method | Date | |
|---|---|---|---|---|---|---|
| Loading payments... | ||||||
| Receipt # | Parent | Invoice | Amount | Method | Date | Recorded By | |
|---|---|---|---|---|---|---|---|
| Loading payments... | |||||||
| ID | Category | Amount | Expense Date | Description | Actions |
|---|---|---|---|---|---|
| Loading expenses... | |||||
Who has had schooling this term and not paid for it β read from the daily register teachers keep in Records.
| Pupil | Attendance | Last here | Bill | Paid | Schooling received | Owed for it | Still owing | Parent |
|---|---|---|---|---|---|---|---|---|
| Loading⦠| ||||||||
Families who have left the school and still owe it β with the children they had here and the class each was in when they left. Record a family that left before the school used GoSchool; one that leaves from now on appears here by itself. Their debts are on Outstanding, and they pay like any parent. A family anyone but the owner records waits for the owner to confirm it β nothing is billed until then.
| Parent | Children, and the class each left from | Still owes | |
|---|---|---|---|
| Loading⦠| |||
Money that reached the school's account with no name the school knows, waiting for the family it belongs to β and parents who say they paid when the money cannot be found yet. When a parent claims money, it becomes their payment, dated the day it arrived, with a receipt. Nothing here touches a bill until then.
In the account, payer not known
| Arrived | How, and into | What the alert says | Amount | Not yet placed | |
|---|---|---|---|---|---|
| Loading⦠| |||||
Parents who say they paid β not found yet
| Says they paid on | Parent | How | Amount | What they said |
|---|
Claimed in the last 90 days
| Claimed | For | The money | Amount | Receipt | How they showed it was theirs |
|---|
Sent back, or closed
Per-Student Financial Statement & Term Balance
Student Invoices & Itemized Breakdown
| Invoice # | Description / Items | Obligation | Amount | Paid Total | Balance | Status | Actions |
|---|