Short answers to the questions people in this role ask most. Each answer links to the full guide.
How do I collect a fee and give a receipt?
Open the student, choose the invoices and take the payment. See Collect a fee and issue a receipt.
Who has not paid, and how do I remind them?
See the dues list and send reminders. See See who has not paid and send reminders.
Where do I see money in, dues by age and cheques in clearing?
On the accounts overview. See The accounts overview: money in, money waiting and what needs a decision.
How do I give a concession or a waiver?
Add it to the student with a reason. See Concessions and waivers.
How do I make the fee structure and raise invoices?
See Fee structures and invoices.
Parents paid online. How do I match it with the bank?
See Online payment reconciliation and, for refunds, Online refunds and payments in review.
How do I run the monthly salary?
Calculate, get it approved, lock, download the bank file and mark it paid. See Run payroll for a month.
How do I set up the bank file for my bank?
Make a bank file layout. See Bank file layouts for salary transfer.
How do I give a staff member a pay profile or salary structure?
See Salary structures, components and pay profiles. For loans, see Staff loans and advances.