For finance teams

One view of the school’s money. For the whole team.

The bursar, the accountant, the head and the clerks all work from the same live ledger, each with the view their job needs. Fees, bank feeds, bills, budgets and reports in one place, with every action recorded and nothing re-typed between systems.

  • Role-based access: each person sees what their role needs
  • Departments, so every team tracks its own income and spending
  • A full audit trail of who did what, and when
Who does what

Everyone on the same ledger. Nobody in each other’s way.

Bursars, accountants, heads and clerks each see exactly what their role needs, and every action is recorded against the person who took it.

The bursar

Runs the day: fees in, questions answered, nothing left unmatched.

  • Raise and publish master invoices for a whole class or cohort
  • Allocate the bank feed: match deposits to students, categorise expenses
  • Answer the parent at the window from the student statement
  • See who owes what in A/R ageing and chase the right people

The accountant

Keeps the books right: journals, reconciliation, period close.

  • Post manual journals alongside the automated ones, in the same ledger
  • Reconcile every bank account with AutoReconcile and clear the exceptions
  • Run the trial balance, P&L and balance sheet on accrual or cash basis
  • Close the period by locking it, with reconciled balances and reports ready

The head and the board

See the position without asking for a spreadsheet.

  • Collection rates, outstanding fees and cash on hand at a glance
  • Budget vs actual by department, with overspending flagged early
  • Board-ready statements exported straight from the ledger
  • The audit trail, so every figure has a name and a date behind it

Clerks and heads of department

Do their part without needing the whole system.

  • Record desk payments and issue receipts
  • Capture bills and cash purchases against the right department
  • Heads of department see their own budget, and only theirs
  • Nothing posts to the ledger without the right role and the right step
One system

Stop carrying numbers between systems

Most school finance offices run on a payment gateway, a bank portal, a student system and a spreadsheet that ties them together by hand. NuPay replaces the spreadsheet.

  • Students come from NuClass. The roll syncs automatically, so nobody retypes a register, and balances flow back to the student portal.
  • Money comes from the bank and the gateway. NuPay is integrated by API with ZB Bank for live feeds and with the payment gateway for online payments, so everything lands in the same place.
  • Everything posts to one ledger. Invoices, payments, bills and journals, so the dashboard, the statements and the reports can’t disagree.
  • Everyone reads the same numbers. The bursar’s outstanding balance is the accountant’s receivables is the board’s collection rate.
A week in the finance office

What changes when the books keep themselves

  1. Mon

    Fees go out

    The bursar publishes Term 3 Fees to 412 students before break. Every student’s account is posted and the invoices are live.

  2. Tue

    Payments land

    Deposits arrive through the bank feed and EcoCash. NuPay matches them to students; the bursar confirms the two it wasn’t sure about.

  3. Wed

    Bills are captured

    A clerk records the fuel and electricity bills against their departments. The expense accounts and the budget update on their own.

  4. Thu

    The accountant reconciles

    Bank and books agree. One manual journal for the accrual, posted next to the automated ones.

  5. Fri

    The head gets the picture

    Collection rate, outstanding fees and budget vs actual, straight from the ledger. Nothing was compiled.

Controls

Built for a team, so built with controls

When several people touch the school’s money, the system has to know who did what. NuPay does.

What the team gets

Every part of school finance, connected

FAQs

How many people can use NuPay?

NuPay Start includes 1 user, NuPay Pro includes 4 users, and NuPay Complete supports 4+ users for institutions that need broader staff access.

Can different staff see different things?

Yes. Access is role-based, so bursars, accountants, heads and clerks each see what their role needs. Heads of department see their own budget. NuPay Complete adds advanced roles and permissions.

Can we track income and spending by department?

Yes. Departments are built in, with Academic, Boarding & Catering and Administration as standard and any others you add. Every expense is tied to a department, budgets can be set per department, and department is a filter on every major report.

Is there an audit trail?

Yes. Every invoice, payment and change is recorded with who did it and when. The Data Flow view goes further and shows exactly which records each action wrote.

Do we need an accountant to use NuPay?

Not for everyday tasks. Staff send invoices, record payments and capture bills, and NuPay posts the journals behind them. An accountant or auditor still gets a full chart of accounts, journals, ledger and reports.

Can our external accountant or auditor have access?

Yes. Give them a user with the right role and they see the same live ledger, reports and audit trail your team does.

Does NuPay work with several campuses or bank accounts?

Yes. Schools run several bank accounts, such as tuition, SDC and boarding, and parents pay into whichever they have saved. NuPay tracks what is owed between accounts. Multiple campuses and consolidated reporting are part of NuPay Complete.

Bring the whole finance office onto one ledger

See the bursar, the accountant and the head working from the same numbers, live.