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Finance

Everything you need to know about fee management, expense management, invoicing, and basic accounting operations.

Bank

Written by BenIyke, Kunle O. Daramola

Updated 3 years ago

How to Add Bank Information

The following are steps to add bank information:

Step 1: Log in to the school portal and navigate to the Finance section on the main menu.
Step 2: Click Bank (A submenu of Finance)
Step 3: Click Manage Banks (A submenu of Bank)
Step 4: Click the ADD BANK button in the top right corner of the page.
Step 5: Fill in all the *required fields. Click ADD MORE if there is a need to add more banks.
Step 6: Click Save

(Click the Edit button to make any adjustments or corrections, or the Delete button to completely remove any entry).

Note

Only Banks with no Transaction record can be Deleted.
Ensure all the banks the school is using have been created before adding bank accounts.

How to Add a Bank Account

The following are steps to take to add a bank account information

Step 1: Log in to the school portal and then navigate to the Finance section on the main menu
Step 2: Click Bank (A submenu of Finance)
Step 3: Click Accounts (A submenu of Bank)
Step 4: Click the ADD ACCOUNT button in the top right corner of the page
Step 5: Fill in all the *required fields
Step 6: Click Save

Tip

Repeat the steps above to enter any other bank account information or account numbers.

Note

To add bank accounts or account details, it is needful that all the bank names the school is using have already been added to the system. Without this, no bank account number can be added and linked to the corresponding bank name.

How to Add Bank Transaction Details

The following are steps to add bank transaction details and manage transactions:

Step 1: Log in to the school portal and then navigate to Finance section on the main menu
Step 2: Click Bank (A submenu of Finance)
Step 3: Click Transactions (A submenu of Bank)
Step 4: Click the ADD TRANSACTION button in the top right corner of the page
Step 5: Fill in the *required fields
Step 6: Click Save

Tip

Select the exact bank for the transaction record.
Select credit or debit, depending on the type of transaction.
Select the transaction method if, for example, it is online, cash payment, POS, etc.
Fill in the amount.
Use the system calendar to select the transaction date. DO NOT TYPE IN THE DATE.
Give a brief and clear description of what the transaction is all about.

Click the SWITCH CALENDAR button to gain access or filter information to the record of transactions of the year and month of your interest.

How to View Information on Bank Transactions

The following are steps to view information on bank transactions, or track any bank transactions:

Step 1: Log in to the school portal and navigate to the Finance section on the main menu.
Step 2: Click Bank (A submenu of Finance)
Step 3: Click Transactions (A submenu of Bank)
Step 4: Click the VIEW TRANSACTION button attached to any bank of interest

How to View the Statements of Accounts

The following are steps to view the statements of accounts:

Step 1: Log in to the school portal and navigate to the Finance section on the main menu
Step 2: Click Bank (A submenu of Finance)
Step 3: Click Report (A submenu of Bank)
Step 4: Click the VIEW STATEMENT button attached to any of the banks
Step 5: Select the year of your interest from the list of years

Tip

Click the credit transactions or the debit transactions to see a more detailed monthly record.

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