This guide will explain how to authorise a non order invoice in the MAT Finance Module. Note: All pages below are subject to having relevant Roles and Permissions. In the top right, Click on your User Icon > My Profile This will being you to your Profile and here is listed…

In this guide, we will explain how to set up Petty Cash Tins in the MAT Finance Module so that you are able to Post Petty Cash Journals. Access: To carry out this task, you will need the following permission from within the Finance Module of Config>Setup>Roles & Permissions. From…

In this guide, we will explain how to post Intra Company Journals in the MAT Finance Module. These are used, for example, when a salary is split between two sites. Access: The minimum permissions required to carry out this task are found in the Finance Module of Config>Setup>Roles & Permissions….

In this guide, we will show you how to post a Credit Card Expense / Payment in the MAT Finance Module. Related guides: How to post a Credit Card Refund in MAT Finance Access: The minimum permissions required to carry out this task are found in the Finance Module of…

In this guide, we will show you how to Post Income Receipts in the MAT Finance Module. This can be used for when Cash/Cheques are received in school, prior to them being banked and for income that goes straight into your Bank Account via BACS. Access: The minimum permissions required…

In this guide, we will show you how to add a new User to the MAT Finance Module. This could be a new member of staff or a supply staff account, for example. Pre-requisites: The User(s) you are adding to MAT Finance MUST have a Staff Record created before you…

In this guide, we will show you how to post a Non Order Purchase Invoice which can be used for Invoices without Orders already on the system. Access: The minimum permissions required to carry out this action are found in the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>New…

In this guide, we will show you how to post a Deposit in the MAT Finance Module. This is used for Cash / Cheque income received at the school which needs paying in to the bank. This will also show you how much cash / cheques you have in your…

This guide will show you how to Create a New Ledger Code in the MAT Finance Module. Create new ledger codes for individual items (i.e. a Club or a Trip). Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Config > Finance > Ledger Codes. Select New….

In this guide, we will show you how to Post a Purchase Credit Note and allocate it an Outstanding Purchase Order in the MAT Finance Module. Access: The minimum permissions required to carry out this action are found in the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>New Entry>Purchase…