Finance records
Work from checked source records through billing, receipt, reconciliation and authorised review.
Checked on 29 October 2026
Follow family accounts, billing, payments, reconciliation and authorised review.
Guides in this section
Overview
Start with live access and the school’s finance setup. Prepare families and fee versions before billing, then follow payments, matching, follow-up and review. Keep school fees separate from the school’s Kurasa subscription.
Before you start
Confirm currency, finance responsibilities and approved source documents. Use the existing school-fee setup and record-review guides alongside the detailed tasks below.
Set up school fees where enabled
