Open Finances and read the overview

The Finances overview: billed, collected, outstanding and what needs attention.

Open Finances and read the overview
  1. In the left menu, click Finances.
  2. On the Overview tab, click Amounts hidden to reveal the figures. (Amounts are hidden by default so they are not visible to anyone looking at your screen.)
Finances in the left menu
Finances in the left menu

The overview gives you a snapshot of the selected month:

The Finances overview
The Finances overview
  • 1 – Show / hide amounts. Reveal or hide all financial figures.
  • 2 – Summary cards. Billed, Collected, Outstanding (what parents still owe) and Net profit after expenses. Use the month picker at the top right to change the month.
  • 3 – Needs attention. Overdue invoices, payment confirmations sent by parents, draft invoices and children who cannot be billed. Each item has a button that takes you straight to it.
  • 4 – Quick actions. One-click shortcuts: New Invoice, Record a payment, Upload bank statement, Add an expense.

Scroll down to see Next month: the projected revenue and how many children are not yet on a billing plan.

Related topics

Empower your center, your team, and your children