PRIVATE OWNER WORKSPACE

Academy Finance

Billing, expenses, receivables, student accounts and month-end control in one place.

or

Access is controlled by your academy database. Parent accounts cannot open this workspace.

Open Academy / Parent Portal

Billed revenue—Published invoices in period

Cash collected—Payments received in period

Collection rate—Collected ÷ billed

Expenses—Active recorded expenses

Net cash flow—Collected − expenses

Unbilled charges—Recorded but not invoiced

Revenue / teaching hour—

Net cash margin—

Year-to-date billed—

Year-to-date net cash—

CURRENT CASH POSITION

Total liquid funds—Across academy finance accounts

FINANCE WATCH

Action center

Urgent items first, then invoices approaching their due date.

Needs attention0

Upcoming0

12 MONTHS

Billed, collected & expenses

BilledCollectedExpenses

OPERATIONS

Teaching activity

Completed sessions—

Teaching hours—

Student billable hours—

COLLECTION

Payment methods

No payments yet.

REVENUE MIX

Billing models

No billed revenue in this period.

TOP ACCOUNTS

Revenue by student

No billed revenue in this period.

SPENDING

Expense categories

No expenses in this period.

QUICK ACTIONS

Common finance tasks

Total liquid funds—As of today

MOVE MONEY

Transfer between accounts

OWNER MONEY

Contribution or withdrawal

CONTROL

Reconcile an account

ACCOUNT LEDGER

Money movement history

Closing balance—

Opening date—

Date	Type	Description	Reference	Change	Balance

RECONCILIATION HISTORY

Checks against real balances

Date	Account	System	Actual	Difference	Adjustment	Notes

ACCOUNT

—

—

Current balance—

Total billed—Issued invoices

Total paid—Active payments

Open invoices—Amount still due

Unallocated credit—Payments not yet allocated

Package balance—Ledger hours remaining

BILLING SETUP

Active enrollments

PACKAGES

Package history

OPEN ITEMS

Invoices requiring payment

Invoice	Date	Due	Total	Paid	Balance	Status

HISTORY

Financial timeline

Date	Type	Description	Status	Amount

MONEY OUT

Record expense

EXPENSE LEDGER

Recorded expenses

Date	Category	Location	Description	Method	Account	Amount

Current—Not yet overdue

1–30 days—Overdue

31–60 days—Overdue

61+ days—Overdue

AMOUNTS DUE

Open receivables

Invoice	Student	Due	Aging	Invoice	Paid	Balance	Status	Actions

BILLING DOCUMENTS

Invoices

Invoice	Student	Date	Due	Total	Balance	Status	Action

Total active payments—

Unallocated credit—

MONEY IN

Record payment

PAYMENT LEDGER

Payments received

Date	Student	Method	Account	Reference	Amount	Allocated	Status

PERIOD CONTROL

Close a month

Finance v7 checks billing and cash-control items before closing. Unbilled charges or draft invoices must be resolved first.

HISTORY

Month closings

Month	Status	Collected	Expenses	Net cash	Funds	Closed