In this guide, we will take you through the process of adding Customer details in the MAT Finance Module. Access: To carry out this task, you will need the following minimum permissions from the Finance Module of Config > Setup > Roles & Permissions. Create a Prefix to link Customers…

In this guide, we will explain the Manual Enquiry options in MAT Finance and how to navigate them. Access: To carry out this task, you will need the following minimum permissions from within the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>Enquiries>Manual Enquiry. There are four Enquiry Types, which…

In this guide, we will show you how to complete the Bank Reconciliation in the MAT Finance Module. Access: To carry out this task, you will need the following minimum permissions within the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>Routines>Bank Reconciliation. Select the Bank you wish to Reconcile…

In this guide, we will take you through the process of creating a Batch Payment Run in the MAT Finance Module. Access: In order to carry out this task, you will need the following minimum permissions from within the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>Routines>Batch Payment Runs….

In this guide, we will show you how to post a Sales Credit Note in the MAT Finance Module. You are able to Allocate these off against any Outstanding Sales Invoices, or add them as a credit on their account. Access: The minimum permissions required to carry out this task…

In this guide, we will show you how to create a Sales Invoice in the MAT Finance Module. This is used for all sales through the school, such as Nursery Fees for example. Pre-requisite: You will need to set up Customers prior to creating a Sales Invoice. Access: The minimum…

In this guide, we will show you how to raise a Purchase Order in the MAT Finance Module. Access: The minimum permissions required to create a Purchase Order are found in the Finance Module of Config>Setup>Roles & Permissions. From the left Menu, go to Finance>Procurement>Purchase Order. Once the page loads, complete the Supplier, Date…

In this guide, we will show you how to Authorise a Purchase Request or Purchase Order in the MAT Finance Module. This is a guide for the authorisers, ie Head Teachers or Budget Holders. Access: The minimum permissions required to Authorise a Purchase Request or Purchase Order are found in…

In this guide, we will show you how to Post a Purchase Order Invoice in the MAT Finance Module. This is used once the Order has been received and ready to pay. Access: The minimum permissions required to Post a Purchase Order Invoice are found in the Finance Module of…

In this guide, we will show you how to post a Goods Received Note in the MAT Finance Module. Pre-requisite: This feature can only be used if the Process Deliver Note for Supplier box has been ticked in the Supplier Information. See: How to Add A Supplier in MAT Finance…