Post Implementation - Finance
How to create and verify Other debtors and Creditors before posting the opening balance journal in d6
How to handle other debtors and creditors, and how to post Journal 1 — the opening balance journal that confirms your finance migration is complete. Journal 1 is posted by your implementer. Finance > Debtors > Debtors Opening Balances | Finance > ...
How to set up d6 Pay and Finance Projects for cashless payments
This article explains how to enable cashless fee collection through d6 Pay and how to use Finance Projects for one-off payment campaigns such as tours, fundraisers, or uniform runs. It is for school finance administrators. Finance > Debtors > Payment ...
How to prepare your monthly bank reconciliation in d6
This article explains how to run the monthly bank reconciliation in d6 Finance. Completing the reconciliation each month keeps your cashbooks accurate and ensures your closing balance matches your bank statement. It is for school finance ...
How to manage your daily and weekly finance tasks in d6
This article describes the daily and weekly finance tasks a school finance administrator should carry out in d6 to keep learner accounts, cashbooks, and debtors management up to date. It is for school finance administrators. Finance > Cashbook | ...
How to identify and avoid common finance handover risks in d6
This article covers the most common risks and pitfalls encountered during and after a d6 Finance implementation handover. Knowing these risks in advance helps administrators avoid errors that are difficult to correct once transactions are live. It is ...
How to verify learner opening balances and post the opening balance journal in d6
This article explains how to capture and verify learner opening balances in d6, and how to post Journal 1 — the opening balance journal that confirms your finance migration is complete. The journal 1 will be done by your implementer. Finance > ...
How to set up billing categories and payment options in d6
This article explains how billing categories and payment options work in d6 Finance, and how to ensure they are correctly configured before learners are linked. It is for school finance administrators. Finance > Billing Categories | Finance > Payment ...
How to confirm and manage bank accounts and cashbooks in d6
This article explains how to confirm your bank accounts and cashbooks are correctly set up in d6 after implementation, and what to do if you need to add a new bank account later. It is for school finance administrators. Finance > Cash Book Accounts ...
How to confirm your General Ledger is set up correctly after implementation
This article explains how to verify your General Ledger (chart of accounts) is correctly configured in d6 after implementation. It is for school finance administrators and covers confirming account types, budget categories, and your finance start ...