Bursar

For bursars and school accountants. This is the busiest part of EduPrefect and the part where mistakes are most expensive, so several actions here deliberately require a second person to approve them — see separation of duties.

Covers building a termly fee structure, sibling discounts, issuing invoices, recording and reversing payments, chasing arrears, and seeing where your fees settle — changing that destination is a proprietor or IT administrator job, not a bursar one.

Start here

• Record a payment you received — cash, transfers, POS and cheques, and what happens when the amount does not fit.
• Refund or reverse a payment — giving money back, correcting a payment entered in error, and why both need a second person.