Category: Finance

Finance module helps staffs to create and manage institution fee structure. The admin or any privileged employee can access and create fee structure in School Software Pro. These steps can be followed when you are creating a new fee structure. Step 1: Complete Finance Settings: Home>Finance>Finance Settings General Settings: Configure settings required to manage the different fees […]

At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Liability to open the Liability page. Click View. In the top right, click the PDF report button to generate a PDF report. Click Edit to edit the liability. Select the Solve this liability? check-box to close the liability. Once a liability is closed, the record is greyed out, as see in the […]

Liabilities are items owed by the institution. It can be money or a service that must be performed. At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Liability to open the Liability page. Click Create. In the Title field, enter the name of the liability. In the Description field, enter a short description about the liability. In the Amount field, enter […]

At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Asset to open the Assets page. Click View. In the top right, click the PDF report button to generate a PDF report. Click Edit to edit the asset. Select the Make Asset Inactive? checkbox to inactivate the asset. Once an asset is inactivated, the record is greyed out, as seen in the […]

An asset is an item owned by the institution. For example, land, buildings, equipment. At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Asset to open the Assets page. Click Create. In the Title field, enter the name of the asset. In the Description field, enter a short description about the asset. In the Amount field, enter the value of the […]

At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports > Compare Transactions. Select the start date and end date of the two financial periods you want to compare. Click the View Report button.   Click on a finance category to drill down and view individual transaction details. Below given report shows graphical representation comparing both the […]

At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports > Transaction Report. Select the start date and end date of the reporting period. Click the Display Report button. If you’ve added custom expense and income categories, the report would look something like this. Click on a finance category to drill down and view individual transaction details. […]

At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Select a date range for which you want to view the transactions. Click the CSV report button to generate a CSV report with the list of transactions. For more information, watch this-

Donation transactions can be deleted at any time. Donation transactions cannot be edited. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Use the From and To date fields to search for the transaction. Click Delete to delete a transaction. For more information, watch this-

Money received by the institution in the form of a donation or a grant can be recorded as a donation transaction. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top right, click the New button. In the Donor name field, enter the name of the donor. In the Description field, enter a short […]