Income Recording
Log all sources of income under categories you define for your institution.
Finance & Administration
Finance
Record every income and expense under clear categories, plan budgets and see how much has been used. Management and accountants get tidy, exportable reports that make audits and year-end reviews far less stressful.
- Income and expense with categories
- Budget planning and utilisation
- Exportable, audit-ready reports
Live
Finance & Admin
Finance
Income Recording
Log all sources of income under categories you define for your institution.
Expense Recording
Category Management
Budget Planning
Set annual or periodic budgets for departments and expense heads.
Budget Utilisation
Compare actual spending with the planned budget at any point in the year.
What You Get
Built to make Finance simple
Track income and expense day to day, with categories, budgets and reports that are ready for audit.
01
Keep Day-to-Day Income and Expense in Order
Every entry is recorded under a category, so you always know where money came from and where it went.
- Income and expense entries with categories
- Clear daily and monthly summaries
- Entries linked to supporting details
Finance
Finance & Administration
- Income RecordingLog all sources of income under categories you define for your institution.
- Expense RecordingCapture every expense with its category, date and a short description.
- Category ManagementCreate and maintain income and expense heads that match your accounting needs.
02
Plan Budgets and Watch Utilisation
Set budgets for departments or heads and track how much of each has been spent as the year progresses.
- Budgets by department or category
- Utilisation against planned amounts
- Early view of areas going over budget
Finance
Finance & Administration
- Category ManagementCreate and maintain income and expense heads that match your accounting needs.
- Budget PlanningSet annual or periodic budgets for departments and expense heads.
- Budget UtilisationCompare actual spending with the planned budget at any point in the year.
03
Be Ready for Audit Without the Last-Minute Rush
Reports are structured and exportable, so auditors and trustees get what they need from one source.
- Audit-ready, exportable reports
- Consistent categories across the year
- A traceable record of every entry
Finance
Finance & Administration
- Budget UtilisationCompare actual spending with the planned budget at any point in the year.
- Financial ReportsGenerate income, expense and summary reports for any chosen period.
- Export to Excel and PDFDownload reports in common formats to share with management or auditors.
Key Capabilities
What you can do with Finance
Everything inside Finance, ready to use from day one.
Expense Recording
Capture every expense with its category, date and a short description.
Category Management
Create and maintain income and expense heads that match your accounting needs.
Budget Planning
Set annual or periodic budgets for departments and expense heads.
Budget Utilisation
Compare actual spending with the planned budget at any point in the year.
Financial Reports
Generate income, expense and summary reports for any chosen period.
Export to Excel and PDF
Download reports in common formats to share with management or auditors.
Role-Based Access
Limit who can add, edit or only view financial entries.
Before & After
See what Finance changes at your institution
Before vs. after adding Finance to EduVision Pro.
- 1
One Central Ledger
SolvedAll income and expense entries live in one organised system.
- 2
Live Budget Tracking
SolvedUtilisation against budget is visible whenever you need to check.
- 3
Audit-Ready Reports
SolvedStructured reports can be exported when the auditor asks, without the scramble.
- 4
Standard Categories
SolvedA fixed set of heads keeps entries and reports consistent across the institution.
FAQ
Finance questions answered
Not seeing your question? Ask our team during a demo and we will walk you through it.
Request a DemoCan we create our own income and expense categories?
Yes. You can set up the categories and heads that match how your institution keeps its accounts.
Does the module support budgets?
Yes. You can plan budgets by department or category and track how much has been used against them.
Can reports be exported for our auditor?
Reports can be exported to Excel and PDF so they can be shared with auditors, trustees or management.
Is it linked to fee collection?
Fee collection is handled in the Fees module, and the Finance module gives you the wider picture of income and expense across the institution.
Can we limit who sees financial data?
Yes. Access is role-based, so you decide who can enter, edit or only view financial records.
Built For You
One platform, every kind of institution
Finance adapts to the way your institution works.
Works Together
Related features
Every module shares the same student and staff record, so nothing is entered twice.
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Brighter Future Together
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