Record an expense or other income

Use the Income and Expense pages in Accounts to write down money that comes in or goes out of the school. For example, you can record a hall rent received, or an electricity bill paid.

Before you start

• Your account heads should be ready. A head is the name you file money under, like "Electricity" or "Donations". See the article Set up account heads.
• Your bank and cash books should be added. See Bank and cash books.
• Do not record fee payments here. Fees can go into Accounts from the Fees module. See Post fee collections into Accounts.

Record an expense

1. In the sidebar, open Accounts → Expense.
2. Start a new expense entry.
3. Choose the head this money was spent on.
4. Fill in the amount and the other details the form asks for.
5. Press Save.

Record other income

1. In the sidebar, open Accounts → Income.
2. Start a new income entry.
3. Choose the head this money came under.
4. Fill in the amount and the other details the form asks for.
5. Press Save.

Good to know

• The Expenses item in the sidebar opens the same place in Accounts. It is not a separate book.
• Your entries show in the day book and in account reports. See Day book and account reports.
• If your school uses approvals, an expense may need someone to approve it. Waiting requests show under Approvals.
• If you see "This page isn't part of your role", ask your school admin. They can change what your role can do under Roles & Permissions.
• Accounts is only for school staff. Parents do not see these entries.