Report collections to the board
For Directors and bursars. When asked “how are collections going?”, open Reports → Financial Summary. The term comes from the header selector — or choose All periods for everything recorded.
Read the numbers
Section titled “Read the numbers”The stat strip across the top:
- Net position — headline Surplus or Deficit (collected minus spent), with money in vs money out underneath.
- Collected — total money in for the term.
- Spent — expenses recorded under Finance → Expenses.
- Collection rate — % of billed collected (green at or above 80%, red below 40%). Hover for “collected of X billed”.
- Transactions — number of payments.
Below the strip:
- This week — money in this week and payment count. Compare with the cashbook to catch anything unrecorded.
- Previous term — this term’s total as a percentage of last term’s, with last term’s figure alongside.
Breakdowns
Section titled “Breakdowns”- By fee type — tuition vs uniform vs lunch: where the money came from.
- By method — cash vs mobile money vs bank vs card.
- By class — per-class collections; open a class to see its Balances.
For the board
Section titled “For the board”- Print — a clean A4 board copy: title, scope, generated date, all figures, no app chrome.
- CSV — the same data for spreadsheets (totals plus the full payment ledger).