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…

This guide will show you how to post an Income Receipt in the MAT Finance Module. This is used for Cash / Cheque income received before it becomes a Deposit to the bank. Note: All pages below are subject to having relevant Roles and Permissions. From the left Menu go to Finance > New Entry…

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…

In this guide, we will show you how to post a Sales Income Receipt once payment has been received in the bank. Access: The minimum permissions required to carry this out are found in the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>New Entry>Sales Income Receipt. Once the page…

In this guide, we will show you how to Post a Petty Cash Transaction in the MAT Finance Module. Pre-requisite: You will need to have the Petty Cash Tin set up in the Ledger Code area. (See guide; Setting Up a Petty Cash Tin in MAT Finance). Access: The minimum…

In this guide, we will take you through the process of adding a new Supplier and their details in the MAT Finance Module. Access: To add a new Supplier, there are a lot of permissions you will need from within the Finance Module of Config>Setup>Roles & Permissions. They are listed…