Home / Accounts Overview

the home / accounts section provides a comprehensive view of your institution’s financial activity from this section, users can track revenue, manage invoices and payments, and review financial adjustments, funding, commissions, and tuition records each tab within the accounts section organizes financial data to ensure easy access and clarity admin can navigate through the following tabs to access specific financial details summary – provides an overview of revenue, accounts receivable, payment plans, and a general financial snapshot of the institution activity – a log of all financial transactions invoices – a list of issued invoices, with details on statuses and amounts charges – a breakdown of all charges applied to student accounts payments – a record of received payments, including methods and dates adjustments – any modifications to financial records, such as refunds or corrections funding – tracking of financial aid, scholarships, or other funding sources commissions – a list of commissions for agencies along with the payments made journal – a detailed ledger of financial entries tuition – an overview of tuition fees and related transactions, where users can also generate tuition statements for students for tax purposes these tabs allow you to track financial activity, generate reports, and ensure accurate financial management for your institution