Department of Education edi Finance Dashboard Business Support Service

Department of Education Provide indicators on some key financial information. Objective of the edi Finance Dashboard

Department of Education 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.

Department of Education 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. Access to edi Portal

Department of Education 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. Finance Dashboard home

Department of Education Each tab on the Finance Dashboard is a link to further information. The red alert on 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.

Department of Education SRP Salary & Relief and Cash Dials Based on data entered into the BWSC. Arrow will change to red when budget is exceeded.

Department of Education Carried Forward Balance Over Expended Budget Centres School Resource Package (SRP) SRP and Budget Tab

Department of Education 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.

Department of Education 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

Department of Education 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.

Department of Education Overdue Accounts Receivables ECR Sessions Unallocated Credit Notes and Receipts Clearing Account Balances Accounts Receivable Tab

Department of Education Accounts Receivable Tab cont. Overdue Accounts Receivable

Department of Education Accounts Receivable Tab cont. Recent ECR Sessions

Department of Education Accounts Receivable Tab cont. Unallocated Credit Notes and Receipts

Department of Education Accounts Receivable Tab cont. Clearing Account Balances

Department of Education Unposted Accounts Payable Document Files Late Payment Report Accounts Payable Tab

Department of Education Accounts Payable Tab cont. Unposted Accounts Payable Document Files

Department of Education Accounts Payable Tab cont. Late Payment Report

Department of Education School Cardholders Tab

Department of Education Finance Summary Tab [provides access to reports on the one screen]

Department of Education Printing edi Finance Reports

Department of Education 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 Dashboard on the School Admin site. edi Finance Dashboard