The Projects function in d6 Finance allows schools to ring-fence income and expenses for a specific activity, giving a clear picture of profitability per project. When a project is closed, the net profit or loss is automatically transferred to the designated General Ledger income account via a system-generated journal.

Finances > General Ledger: Projects

How do I create a project?

• Click Create a Project. The system automatically assigns the next Project Number.

• Project Name: Include the year at the start (e.g. 2026 Go-karts Term 1). Do not include the word “Project” — it takes up space without adding value.

• Project Manager: Select the responsible person.

• Project Control Account: The GL account to use as the project control account.

• Profit/Loss Account: The GL account where the net profit or loss posts when the project is closed (e.g. Fundraising Income).

• Start Date / Expected End Date: Once the end date passes, the project appears as an overdue task in your Task List as a reminder to finalise and close it.

• Project has a Specific Amount: Select Yes and enter the amount if parents will pay via d6 Connect.

• Link Learners: Select Yes to link specific learners (required for d6 Connect payments). Select No if the project applies to all learners but should not appear on statements.

• Click Add. The project list shows current balances — red for a loss (debit), green for a profit (credit).

How do I edit or close a project?

• Edit: Select the project, click Edit, make changes and click Save.

• Close: Select the project and click Close Project. Confirm with Yes. The system automatically generates and posts a journal transferring the net profit or loss to the Profit/Loss account.

Frequently asked questions

Can schools without the full Finance module use Projects?

Yes. Activate the project function under My School > General > School Setup. Once activated, the Projects button appears at My School > System > Projects. These projects also support Cashless payments if the school uses the Cashless function.

When does a project’s profit or loss post to the General Ledger?

While active, a project reflects on the Balance Sheet. The actual profit or loss only posts to the designated GL income account once the project is closed.