Reports
Reports
Here is a list of reports all under the Dashboard that you may find useful for Financial Management.
Direct Billing
Debtors - Direct Debit List Lists debtors with outstanding debt and not marked to pay manually. The list shows details of their DD.
Invoice Listing Lists details of all invoice lines.
Invoice Outstanding List List outstanding invoices.
Invoice Pending Direct Billed Tuition Invoices List all Direct Billed Tuition records requiring an invoice. For Services who bill Termly
Invoice Pending Group Membership Invoices Invoice Pending Group Membership Invoices. For Services who bill Termly
Invoice Pending Pupil Hire Invoices List all pupil hires requiring an invoice. For Services who bill Termly
Indirect Billing
Invoice listing - School invoices List School invoices.
Invoice Summary - Schools Summary invoice values for School Invoices.
School Billing - Delivery Time Detailed Proposed School billing based on diary entries. For Services who are billing mid term.
School Billing - Delivery Time Summary Proposed School billing based on diary entries. For Services who are billing mid term.
School Billing - Indirect Direct Billed Pupils List the proposed charges for individual pupils paid for by schools. For Services who use the School Application process and bill either mid or end of term.
School Billing - Scheduled Time List all indirect school billing for the academic year.
School Billing - Subsidy Recharge Proposed recharge for Subsidy provided to parents.
Teacher Billing
Teacher Pay - Approval Within the Business Management menu. This is a list of claims that have been submitted.
Teacher Pay - Processed Within the Business Management menu. This is a list of claims that have been approved
Teacher list diary results and pupil attendance A report to show you the lessons that teachers have delivered, and the register marks they have or have not entered.
Invoice listing - School invoices List School invoices.
Invoice Summary - Schools Summary invoice values for School Invoices.