Role Guides
Finance Manager Guide
A guide for managing finance structures, entries, claims, transactions, and finance communication.
Finance work
Finance managers focus on payment and ledger workflows. They are managed as organization users by the main admin portal, but their daily workspace is the finance area.
Finance role flow
Create or review finance structure
Generate or review entries
Receive payment claim
Verify proof
Confirm or reject payment
Review transactions
Check audit logs when you need the full change history
| Task | Finance Manager role |
|---|---|
| Structures and entries | Create and manage finance records where allowed. |
| Payment claims | Review, confirm, or reject submitted claims. |
| Transactions | Review confirmed money records and keep references clear. |
| Audit logs | Review who changed finance records, what changed, and which entry, claim, structure, or transaction was affected. |
| Payroll | Review staff payment records for teachers, Sub Admins, and Finance Managers where allowed. |
| Communication | Use mail for finance-related contact with students, guardians, Admins, and Sub Admins. |
Boundaries
Who can do this?
Finance Managers handle finance operations. They do not receive academic setup, teaching, grade, settings, or unrestricted group-chat power.