Track unreconciled scholarships, vouchers and payroll deductions

• Finance
• Director
• Admin
• Needs: Billing
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Use this dashboard to see which invoices are still waiting on outside funding, and open them to reconcile.

Steps

1. On the sidebar, open Dashboards → Reconciliation.
2. Pick Scholarships, Vouchers or Payroll Deduct., and set the date range at the top.

   Screenshot coming soon01 · /reconciliation-dashboard

   The Reconciliation dashboard

3. Read the tiles:
   • Unreconciled (for the school year): Active and Archived totals. Click either to list the invoices.
   • The Unreconciled / Reconciled chart and Children Invoiced.
   • Unreconciled ([n]): each open line with its due date. Click one to open the invoice.
   • Reconciliation Sources: where funds came from.
4. Open an invoice and reconcile it. See Reconcile a scholarship, voucher or payroll deduction.

Tips

• Click + here to record funds with Add Scholarship Credit.
• Legacy Billing has the same view under its Reconciliation chip.