Comprehensive financial reporting

RM Finance has a comprehensive reporting suite which includes statutory returns such as CFR. All reports can be exported into standard formats including Excel, PDF and CSV.

It's easy to extract and communicate the key data you need to share – including invoicing, budgeting and payroll.

Auditing

RM Finance includes a full audit log of all activity making it clear who has carried out every transaction. This is important to help prevent fraudulent behaviour and manage finances more effectively.

Purchase orders

RM Finance provides the ability to import and link to supplier catalogues. Users can create and track purchases placed with vendors, easily create repeat orders, and keep costs under control.

Cash management

Auto reconciliation of monthly bank statements, cheque and credit card transactions, and tracking of balances across multiple bank accounts.

Invoicing

Schools can raise and track invoices, quickly finding the information needed, email invoices and receipts, and manage credit and refunds.

Reports identify outstanding and overdue invoices, as well as customer statements.

Budgeting and payroll monitoring

Approved budgeting data is taken automatically from your MIS and transferred to RM Finance.

Payroll monitoring allows you to quickly import data and compare predicted spend with actual spend.

Accounts payable transactions

RM Finance automates the recording of invoices for purchases of products and services and enables schools to schedule payments.

Electronic approvals

RM Finance offers users the ability to approve transactions and payments online with an electronic signature. This means approvals can be completed from anywhere contributing to a secure, paperless office.