School-IMS for Bursars: Fees, Payroll & Financial Operations
The complete, field-level operator course for the Finance module — accounts, banking, reconciliation, cash and assets, spending controls, payroll, fee billing and debtors, tax, budgeting, and the reports that answer "can we afford this?"
What you'll gain
Learn in the real software screens — do the actual workflow and see the result.
Pass a real exam and earn a publicly verifiable certificate employers trust.
Unlimited practice mode + spaced-repetition flashcards, then unlimited exam retakes.
Keep the lessons and every future update to this course, forever.
What you'll cover
9 modules · 29 lessons · timed certification exam
1. The Books — Chart of Accounts, General Ledger & Journal Entries 3 lessons
Every screen in Finance eventually posts to the chart of accounts. Get this foundation right and everything downstream — bills, receipts, payroll, expenses — lands in the right place.
- The chart of accounts Preview · 20 min
- Restructuring and closing the books · 17 min
- Journal entries — when to use one, and how to undo one · 19 min
2. Banking — Accounts, Lodgements, Withdrawals & Transfers 3 lessons
Registering bank accounts correctly, getting cash and cheques into them, taking money out with proper controls, and moving money between them without double-counting.
- Registering and managing bank accounts · 18 min
- Lodgements — getting cash and cheques into the bank · 15 min
- Withdrawals and transfers — moving money out, and between accounts · 18 min
3. Bank Reconciliation 3 lessons
From importing the statement to a finalised, audit-ready reconciliation — the discipline that catches errors, fraud, and everything the bank did that School-IMS doesn't know about yet.
- Preparing to reconcile — importing the statement · 17 min
- Matching — auto, manual, and everything that refuses to match · 20 min
- Finalising, reopening, and the monthly discipline · 16 min
4. Cash & Fixed Assets 3 lessons
The petty cash imprest cycle from float to replenishment, and the full fixed-asset lifecycle — register, depreciate, maintain, insure, dispose.
- Petty cash — the imprest cycle · 17 min
- Fixed assets — registering and depreciating · 20 min
- Disposing, transferring, and verifying assets · 16 min
5. Spending Controls — Requisitions, Expenses, Payment Vouchers & Funds 4 lessons
The chain that keeps school spending honest: pre-commitment approval, recording the cost, paying it out with segregation of duties, and tagging money to the right fund.
- Requisitions — the pre-commitment control · 16 min
- Recording expenses correctly · 18 min
- Payment vouchers — from prepare to pay · 20 min
- Fund categories and restricted funds · 15 min
6. Payroll from the Finance Side 3 lessons
How salary levels and payroll items compute a payslip, running the monthly cycle without surprises, and the statutory obligations that follow.
- Salary levels and payroll items — how pay is built · 18 min
- Running payroll — the monthly cycle · 22 min
- Statutory deductions, payslips and year-end tax obligations · 18 min
7. Fees — Billing, Receipts and Debtors 5 lessons
The complete fee lifecycle — set a schedule, bulk-bill a class, collect and allocate receipts, reconcile them against the bank, and chase what's still owed. Includes a real, connected worked example carried through every lesson.
- Fee schedules and individual billing · 18 min
- Bulk billing a class — the flagship workflow, part one · 20 min
- Posting and allocating receipts — the flagship workflow, part two · 20 min
- Reconciling fee receipts against the bank — the flagship workflow, part three · 15 min
- Managing debtors · 18 min
8. Tax, Fiscal Invoicing & Budgeting 2 lessons
VAT and withholding tax as a Nigerian-tenant reference, fiscal e-invoicing as it actually stands on the demo tenant, and building a budget that's genuinely tracked against actuals.
- Tax configuration and fiscal e-invoicing · 20 min
- Budgeting — building, approving, and tracking against actuals · 20 min
9. Reading the Numbers — Reports, Analytics & the Dashboard 3 lessons
The statements every school produces, the dashboard a bursar checks daily, and how to actually answer "can we afford this?" rather than just staring at a surplus figure.
- The core statements — trial balance, P&L, balance sheet, cash flow · 20 min
- The financial dashboard and analytics · 20 min
- Can we afford X this term? — putting it all together · 18 min
Frequently asked
Is the certificate verifiable?
Yes. Every certificate carries a unique ID and a cryptographic signature. Anyone — an employer or a client — can confirm it instantly on our public verification page, with no login.
Do I need access to the live software?
No. The lessons teach with real, anonymised screenshots of the actual product, so you learn exactly what you'll see on the job. A live tenant helps but isn't required to complete the course or pass the exam.
How long do I have access?
Lifetime. Once you enrol you keep access to the lessons, practice mode and flashcards — including future updates to this course.
What happens if I don't pass the exam first time?
You can retake it — up to 5 attempts, with a 12-hour wait between attempts. Practice mode is unlimited, so rehearse with the same verified question bank until you're ready.
Can my team enrol together?
Yes. Talk to us about group and organisation rates — certifying a whole team is faster and cheaper than one at a time.
Continue your path
Learners taking this course often go on to: