Opening Balances
Carry verified outstanding balances into the ERP with bulk creation and lock/unlock controls.
At a glance
What this module covers
Connected workflow
Finance operations & visibility
Role-aware
2 primary roles
Web + mobile
Responsive, role-based experience
Governed access
Institution-scoped data & controls
Everything needed for the workflow
Keeps fee structures, collection, dues, concessions and payment activity tied directly to the student ledger and institution reporting.
Outstanding balance setup
Bulk create
Lock/unlock
Balance consumption
Reports
Prepare opening balances
Bulk create/import
Verify and lock
Consume against future collections
Who works in this module
Each user works through their own role and permission context, so the same institutional record can support leadership, staff and learner workflows without exposing unnecessary access.
Controls & governance
Accounts role access
Student / session / fee-head scoping
Cancellation and correction controls where supported
Exportable finance reports
Web, apps & connected data
Accounts web dashboard
Accounts mobile role support for key workflows
Student / parent payment visibility where applicable
Built for outcomes, not just data entry.
EduBridge connects this module with the rest of your institution, so teams work from the same current data instead of isolated registers, spreadsheets and apps.
Cleaner migration from legacy records
Controlled historical dues
Better auditability
Related modules
Fee Management
Configure fee structures and collect institutional fees with student-level controls, concessions and receipt workflows.
View module PaymentsOnline Fee Payments
Accept and reconcile online payments through integrated gateway workflows alongside the ERP fee ledger.
View module Finance AnalyticsFee Reports & Analytics
Give accounts teams and management day-wise, class-wise, fee-head and outstanding visibility with export-ready reports.
View moduleSee EduBridge in action
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