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ed i Finance Dashboard Business Support Service PowerPoint PPT Presentation


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ed i Finance Dashboard Business Support Service. Objective of the ed i Finance Dashboard. Provide indicators on some key financial information. Confirms where on track. Identifies where appropriate action is required. Highlights indicators for discussion between Principal and SBM.

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ed i Finance Dashboard Business Support Service

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Ed i finance dashboard business support service

edi

Finance Dashboard

Business Support Service


Ed i finance dashboard business support service

Objective of the edi Finance Dashboard

Provide indicators on some key financial information.


Ed i finance dashboard business support service

  • Confirms where on track.

  • Identifies where appropriate action is required.

  • Highlights indicators for discussion between Principal and SBM.

  • edi is a summary of some key financial data. It is not designed to, nor does it replace reports found in Finance One.


Ed i finance dashboard business support service

Access to edi Portal

https://edi.education.tas.gov.au

  • Automatic by position for Principal, SBM and Teachers.

  • If additional staff require access this can be done by the school vKey Officer. Allocate additional staff the Teachers – Extras role.

  • You will see only your own school’s data.

  • Option to select a school if you have access to more than one school.


Ed i finance dashboard business support service

Finance Dashboard home

  • Launch the Finance Dashboard using the Finance Dashboard tab listed under the school name on the left of the screen.

  • To navigate back at any time from any alert or report click on this Finance Dashboard tab.


Ed i finance dashboard business support service

  • Each tab on the Finance Dashboard is a link to further information.

  • The red alerton a tab indicates that action is required in a report under that tab. Green alert indicates that no issues are present for reports under that tab.


Ed i finance dashboard business support service

SRP Salary & Relief and Cash Dials

  • Based on data entered into the BWSC.

  • Arrow will change to red when budget is exceeded.


Ed i finance dashboard business support service

SRP and Budget Tab

  • Carried Forward Balance

  • Over Expended Budget Centres

  • School Resource Package (SRP)


Ed i finance dashboard business support service

SRP and Budget Tab cont.

Carried Forward Balance

  • The following statement will show for each school.

  • The carried over figure and percentage will be your school’s information.


Ed i finance dashboard business support service

SRP and Budget Tab Cont.

Over Expended Budget Centres

Each MAIN heading indicates a separate report.

Click on the heading to access more detail for this report and to print this report


Ed i finance dashboard business support service

SRP and Budget Tab Cont.

School Resource Package (SRP)

  • The data is loaded nightly from Finance One with staffing details updated each fortnight.

  • Includes the Bank Balance.


Ed i finance dashboard business support service

Accounts Receivable Tab

  • Overdue Accounts Receivables

  • ECR Sessions

  • Unallocated Credit Notes and Receipts

  • Clearing Account Balances


Ed i finance dashboard business support service

Accounts Receivable Tab cont.

Overdue Accounts Receivable


Ed i finance dashboard business support service

Accounts Receivable Tab cont.

Recent ECR Sessions


Ed i finance dashboard business support service

Accounts Receivable Tab cont.

Unallocated Credit Notes and Receipts


Ed i finance dashboard business support service

Accounts Receivable Tab cont.

Clearing Account Balances


Ed i finance dashboard business support service

Accounts Payable Tab

  • Unposted Accounts Payable Document Files

  • Late Payment Report


Ed i finance dashboard business support service

Accounts Payable Tab cont.

Unposted Accounts Payable Document Files


Ed i finance dashboard business support service

Accounts Payable Tab cont.

Late Payment Report


Ed i finance dashboard business support service

School Cardholders Tab


Ed i finance dashboard business support service

Finance Summary Tab

[provides access to reports on the one screen]


Ed i finance dashboard business support service

Printing edi Finance Reports


Ed i finance dashboard business support service

Implementation &

Help Documentation

  • The Finance Dashboard is currently with the Developers for some cosmetic changes. It will be released to schools in the coming months.

  • edi Finance Dashboardon the School Admin site.


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