The finance role is designed for staff that need access to various reports but have no need to access a parent’s or child’s details.

They have access to the following reporting and trending functions:


  • Aged Debt
  • Income
  • Payment
  • Misc Charges
  • Payment Summary
  • Balance Owing
  • Utilisation
  • Bond


  • Monthly Income and Utilisation by Room (EXPORT)
  • Settlement Report
  • Monthly Income by Room
  • Occupancy Trends
  • Attendance Analysis
  • Income Detail

Accounting Export (MYOB)

  • Trial Balance
  • Accounting Export