Step 1 of 4 · Fees, finance, and payroll
Try this experience Finance dashboard
Review receivables, expenses, approvals, and accounting readiness.
Finance dashboard in LiveSchools365 Finance and Payroll
Finance dashboard is a Finance and Payroll workflow in the Financial control area of LiveSchools365 school management software. Review receivables, expenses, approvals, and accounting readiness. Schools use it so A traceable financial position from operational transaction to ledger impact.
Connect fee billing, payments, expenses, accounting, approvals, and payroll. The people who typically work here are Accountant, Finance manager, Administrator, Approver. The rest of the module stays one click away, so an inquiry, register, invoice, or stock movement does not have to be re-typed into another product.
What this workflow changes
- Consolidated finance pulse This sits inside Finance and Payroll rather than a separate spreadsheet, which keeps the audit trail on the same student, staff, or item record.
- Actionable exceptions This sits inside Finance and Payroll rather than a separate spreadsheet, which keeps the audit trail on the same student, staff, or item record.
- Cross-workflow navigation This sits inside Finance and Payroll rather than a separate spreadsheet, which keeps the audit trail on the same student, staff, or item record.
How it fits the rest of Finance and Payroll
Open these related Finance and Payroll guides when you want the step before or after Finance dashboard:
- Fees and payments — Generate invoices and receive payments against student balances.
- Payroll management — Configure components and process auditable salary runs.
- Accounting workspace — Create balanced journals and inspect posted entries.
How schools evaluate this screen
During a demonstration or trial, Accountant, Finance manager, Administrator, Approver should complete one realistic example: a new inquiry, a section register, a fee receipt, a notice, or a stock issue, depending on the module. Then confirm that the same record appears on the dashboard, the related report, and the next workflow. That is the test of a school ERP: one operational picture instead of parallel files.
Trend Developers can walk this exact screen against your admission, attendance, exam, or fee process. You can also start a 14-day trial and use the matching live form after sign-in.
All Finance and Payroll workflows · Start a trial · View pricing · Request a demonstration
Guide depth
Interface
Fields, controls, and effects
Use this reference to understand what each area accepts and what it changes.
Metric cardsRead-only cards · Output
- Purpose
- Summarize current operational values.
- Rules
- Values reflect your role and data scope.
- Application effect
- Links lead to the owning workflow.
Status and alertsBadges / attention list · Output
- Purpose
- Highlight items needing action.
- Rules
- Verify underlying records before deciding.
- Application effect
- Prioritizes work.
RefreshIcon command · Input
- Purpose
- Reload current values.
- Rules
- Does not change records.
- Application effect
- Updates the dashboard snapshot.