- Accounting › Enter Income/Revenue — Select Date, Amount, Source of Income (from Income Settings) → Submit. The preview lists entries with issuer and Clear/Delete.
- Accounting › Enter Expenditures — date, amount, Expenditure Type (from Expenses Settings), description, quarter → Submit.
- Revenue Reports / Expenditures Reports — by period, type and issuer.
- Budget Report — per expense type: budget, spent, balance, percent for a year and quarter.
- Trial Balance, Balance Sheet, Income Statement — generated from fees collected, other income, expenditures, payroll and assets for the academic year; printable for the board or auditors.
- Payment Appointments (primary/college) — schedule payment meetings with parents.
Student fee payments are already income — never enter them again under Income/Revenue.