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Finance

Admin finance hub with outstanding KPI and shortcuts into fee setup, generate, receipts, and reports.

Who can use this​

  • ADMIN

Path​

/admin/finance

Dependencies​

  • Fee items/structures before generate.
  • Prefer Finance role screens for cashier day-to-day.

Screenshot​

Finance desktop

Finance mobile

Steps​

  1. Open Finance hub at /admin/finance as ADMIN.

Finance step 1 desktop Desktop - focus for step 1 Finance step 1 mobile Mobile - focus for step 1

  1. Note Outstanding KPI.

Finance step 2 desktop Desktop - focus for step 2 Finance step 2 mobile Mobile - focus for step 2

  1. Open cards: Fee setup, Generate invoices, View receipts, Outstanding, Finance reports.

Finance step 3 desktop Desktop - focus for step 3 Finance step 3 mobile Mobile - focus for step 3

  1. Complete setup → generate → record payment → receipt before chasing defaulters.

Finance step 4 desktop Desktop - focus for step 4 Finance step 4 mobile Mobile - focus for step 4

  1. Use Finance audit when investigating postings.

Finance step 5 desktop Desktop - focus for step 5 Finance step 5 mobile Mobile - focus for step 5

Fields and actions​

  • Outstanding KPI
  • Cards: Fee setup, Generate invoices, View receipts, Outstanding, Finance reports

Common mistakes​

  • Generating invoices before fee structures exist
  • Chasing outstanding without confirming generate ran for the term