In this guide, we show how to use the Workflow Manager in the MAT Finance Module. Access: The minimum permissions required to use the Workflow Manager are found in the MAT Finance Module section of Config > Setup > Roles and Permissions. To begin, from the left Menu, go to Config > Finance > Workflow Manager. Existing Workflows…
In this guide, we show How to Complete Finance Handover Verification Checks after the Finance Module Setup has been completed. This guide is broken down into 3 sections: 1. How to Complete Initial Checks 2. How to Complete Additional Checks 3. How to Contact Bromcom Pre-requisites: Wait to receive email…
In this guide, we show How to Configure BACS Settings within the Finance Module. Access: The minimum permissions required to Configure BACS Settings are found in the Finance Module section of Config > Setup > Roles & Permissions. Related Guides: To begin, go to Modules > Finance > Finance Home Page > Maintenance > BACS…
In this guide, we show How to Configure Accounts Receivable in the Finance Module. This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE. Click to see Related Guides. Access: The minimum permissions required to Configure Accounts Receivable are found in the Finance Module section of Config > Setup > Roles & Permissions. To begin,…
In this guide, we show How to Use Reconciliation File Structure in the Finance Module. Reconciliation File Structure informs the system of the structure of Files used; for example, in Salaries Automatic Reconciliation. Access: The minimum permissions required to Use Reconciliation File Structure are found in the Finance Module section of Config > Setup > Roles…
In this guide, we show how to use the Management Accounts Projections Report in the MAT Finance Module. Access: The minimum permissions required to use the Management Accounts Projections Report are found in the MAT Finance Module section of Config > Setup > Roles and Permissions. To begin, from the left Menu, go to Reports > Finance > Management…
In this guide, we show How to Investigate Common CFR Return Issues in the Finance Module. This guide is split into 5 sections: 1. Introduction 2. How to Clear Errors and Queries 3. How to Investigate CFR Mapping Issues 4. How to Identify Balance Inconsistencies within the CFR Return 5….
In this guide, we show How to Process a Paying In Slip for a Central Payment in the Finance Module. This guide is divided into 5 sections: Access: The minimum permissions required to Process Paying In Slips are found in the Finance Module section Config > Setup > Roles & Permissions. This Guide forms part of…
This guide gives an overview of Central Payments and Receipts, and in doing so provides links to the individual guides written for Schools that Use a Central Bank Account. It is split into five parts: 1. Overview 2. Central Payments / Accounts Payable 3. Central Receipts / Accounts Receivable 4….
In this guide, we show How to Use Automatic Reconciliation to Reconcile Central Payments and Receipts within the Finance Module. Access: The minimum permissions required to Use Automatic Reconciliation to Reconcile Central Payments and Receipts are found in the Finance Module section of Config > Setup > Roles & Permissions. This Guide forms part of…