📄️ Readiness and dependency order
Configure a school Finance foundation in the order enforced by Makronexus readiness checks, with proof before operational use.
📄️ Fiscal calendar and accounting periods
Create governed fiscal years and accounting periods, activate calendars, and understand open, soft-closed, and hard-closed states.
📄️ Currencies and exchange-rate governance
Configure currency contexts safely and govern exchange-rate evidence without assuming a universal provider, rate source, or statutory rule.
📄️ Chart of Accounts and posting mappings
Build tenant-default and school-specific GL accounts, distinguish headers from posting accounts, and map Finance events through backend simulation.
📄️ Fee catalogue and structures
Configure school fees and payment plans as controlled pricing records before billing students.
📄️ Discounts, scholarships, and sponsorships
Configure reusable discount programs and funded scholarship programs without confusing concessions, awards, applications, and payment.
📄️ Payment methods, providers, and bank accounts
Configure school bank accounts, collection settings, payment providers, settlement defaults, and reconciliation preferences without exposing secrets.
📄️ Numbering, templates, and communications
Configure receipt numbering, templates, school branding, delivery defaults, and communication evidence before collections begin.
📄️ Approval and posting controls
Configure threshold approval matrices, maker-checker change control, posting policy, mappings, simulations, readiness, and exception monitoring.