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 ...
Popular Articles
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The Online Registrations function allows schools to enable an online application form that parents complete to apply for learner placement. The form can be customised, and applications can be reviewed, corrected, approved, or rejected directly in ...
How to capture marks per group
The Marks per Group function allows educators to capture marks for an entire grade across specific subject classes, ensuring accuracy and regulatory compliance. My School > People > Learners > Learner Marks: Marks per Group How do I capture marks per ...
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The Absentees module allows for the manual recording and management of learner absences. This data is used to generate official attendance statistics, populate academic reports, and trigger parent notifications. My School > People > Learners > ...
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This guide explains how schools can opt in to the d6 communications rollout, which lets us notify parents by email and SMS to download the d6 Communicator app. Opting in is required before the rollout can be triggered, and once accepted the launch ...
How to manage Staff Member Signatures
The principal’s and register teacher’s signatures can be saved in d6+ for use when printing Report Cards or Achievement Certificates. For security reasons, only the Superuser can access this function when signed in with the Superuser username and ...