1. edi Finance Dashboard Business Support Service

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

3. 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.

4. Access to edi Portal https://edi.education.tas.gov.au • 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.

5. Finance Dashboard home • 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.

6. Each tab on the Finance Dashboard is a link to further information. • The red alerton 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.

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

8. SRP and Budget Tab • Carried Forward Balance • Over Expended Budget Centres • School Resource Package (SRP)

9. 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.

10. 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

11. 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.

12. Accounts Receivable Tab • Overdue Accounts Receivables • ECR Sessions • Unallocated Credit Notes and Receipts • Clearing Account Balances

13. Accounts Receivable Tab cont. Overdue Accounts Receivable

14. Accounts Receivable Tab cont. Recent ECR Sessions

15. Accounts Receivable Tab cont. Unallocated Credit Notes and Receipts

16. Accounts Receivable Tab cont. Clearing Account Balances

17. Accounts Payable Tab • Unposted Accounts Payable Document Files • Late Payment Report

18. Accounts Payable Tab cont. Unposted Accounts Payable Document Files

19. Accounts Payable Tab cont. Late Payment Report

20. School Cardholders Tab

21. Finance Summary Tab [provides access to reports on the one screen]

22. Printing edi Finance Reports

23. 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 Dashboardon the School Admin site.