Finance & fees

Record and categorise school expenses

Track running costs — utilities, salaries, supplies — with categories and types for clean reporting.

Record and categorise school expenses

The Finance section tracks every cost your school incurs, separately from student fees.

Set up categories and types first

  1. Open Finance → Expense Categories — broad buckets (Administration, Utilities, Salaries, Maintenance).
  2. Open Finance → Expense Types — the specific line items inside those buckets (Electricity, Water, Internet, Teacher salaries).

Good naming here makes your expense reports genuinely useful.

Record an expense

  1. Open Finance → Recorded Expenses.
  2. Create a new entry: date, category, type, amount, description, and payment method.
  3. Save.

The expense is now included in financial totals and reports.

Review

The recorded-expenses table can be filtered by category, type and date range — for example "all utilities in Q3" or "salaries for March". Finance → Dashboard & Analytics folds expenses into the overall financial picture alongside fee collection.

Purchasing and stock

For purchases of goods and inventory (supplies, library books, lab equipment), use the Inventory & Procurement section instead — see Purchasing and suppliers.