Accountant guide
What the accountant can do in ApexityEdu — fees, payments, salary and reporting.
The accountant handles the school’s financial workflows and related administration.
People
Open People to add and edit students, teachers, staff and guardians within the permissions available to the accountant role.
Fees Setup
Open Fees Setup to manage school finances:
- Define fee structures with amounts and due dates.
- Configure fines.
- Record payments and print receipts.
- Apply waivers and refunds.
- View student ledgers containing charges, fines, refunds, payments and waivers.
See the Fees & payments guide for details.
Exams Setup
Use Exams Setup for the exam-administration and certificate-printing workflows available to the accountant role.
Salary Tracker
Use Salary Tracker to record staff base salaries, apply absence and late deductions, and mark salary periods as paid. See the Salary guide.
Bulk Print
Use Bulk Print for admit cards, exam routines, attestations, results/report cards and student profiles.
Reports
Open Reports for financial and operational reports available to the role.
Routine
Open Routine to view the school timetable. Accountants do not build the routine.