Review the finance overview and access
Read live finance figures in their school, period and reporting context.
Checked on 29 October 2026
Overview
The overview brings together billed fees, received payments, outstanding balances, spending and work awaiting review. Use it to identify the next record to check, not as a substitute for the ledger.
Get to know the screen
Practice example: all names, records and amounts are fictional. Options vary with your school’s curriculum, currency and access.
Phone example
Interface labels are shown in English. Follow the translated steps below to find each control. Follow the sequence, review the recorded information and choose the next step.
Who can use this feature
Use your own authorised school account. Live Finance requires the School Finance module and a finance officer, administrator, owner, co-owner, director or head-teacher role. Publishing fees and deciding money adjustments require an owner, co-owner or director; a person cannot approve their own adjustment request.
Before you start
Check the school, live or sample mode, currency and reporting period. Have approved source records ready and confirm who may save, approve or send this record. School subscription invoices belong to the separate Administration guide.
Confirm the live School Finance module, your role and configured currency. Have the approved period and source balances for comparison.
Required and optional fields
| Field | Requirement | Format or example | Prerequisite |
|---|---|---|---|
| Reporting basis and included costs | Check before continuing | Viewing choices: cash or accrual, include/exclude commitments and payroll. Read the context line and currency before interpreting figures; the displayed totals depend on these choices. | Saved financial records, approval events and document-delivery history. |
Picklist prerequisites
| Choice | Options come from | Earlier selection | If missing |
|---|---|---|---|
| Approval queue and categories | Saved requests, school rules, financial roles and configured budget categories. | Save or submit the originating record, then use the authorised reviewer account. | Check pending/needs-information status, filters and reviewer permissions; do not raise another request before checking history. |
Desktop walkthrough
Check cash or accrual basis
Screen walkthrough · 0:12Download GIF ↓- Open Finance → Overview. Read any sample banner or access error before interpreting figures.
- Check the school and displayed year/term. Choose cash or accrual and whether commitments and payroll are included.
- Read the context line. Distinguish billed charges, collected payments, outstanding balances and committed spending.
- Open the relevant family, payment, expense or approval task to investigate a difference; check source records before changing anything.
- Agree the next checking action with the finance lead. Export an offered cashbook only after confirming its scope.
Mobile walkthrough
Check cash or accrual basis
Screen walkthrough · 0:12Download GIF ↓On a phone, open Finance and swipe the section tabs to find the named feature. Work through one panel at a time; scroll wide records or use landscape. Close the keyboard to reach the final controls.
Make prerequisite selections before later fields. Check the selected family and period again after changing filters. Use a larger screen for fee matrices and bulk billing; the written steps remain available.
Wait for confirmation, reopen the saved record and compare it with the source. If a request may have succeeded, inspect the receipt, run or history before retrying.
Save and verify
The chosen basis, period and included costs are clear, and each follow-up refers to a traceable source record.
Troubleshooting
Two overview figures do not agree
Check basis, time window, commitments, payroll and currency. Some cards use a rolling 30-day window; open the underlying records before treating a difference as an error.
A record or choice is missing
Check live mode, school, permissions, year and filters. Complete the earlier family, fee-version or setup task first. An empty sample view or a loading error is not proof that a live record does not exist.
The action did not complete
Read the validation or access message. Check the saved state and any partial completion before retrying. Keep source references and ask the authorised finance lead to resolve a locked record or approval restriction.
