Accounts teams
Define charges
Schogle · Fees & financial records
Security Deposits
Keep deposit refunds distinct from routine fee collection.
Fees & financial recordsStudent · Sample student 01
Security Deposits
Student fee recordSample School · Record preview
- Record
- Security refund register
- Review
- Security refund report
- Separate from
- Routine collection
Record · Security refund registerSample school record
- 01 · RecordSecurity refund register
- 02 · ReviewSecurity refund report
- 03 · Separate fromRoutine collection
Is this a deposit refund—not a routine fee receipt?
The team follows the security refund register and report separately from ordinary fee collection.
01Security Refund Register
Security deposit refund
The team follows the security refund register and report separately from ordinary fee collection. Security Refund Register is the part of security deposits that supports this task. Security refund records available for review.
- Record — Security refund register
- Review — Security refund report
- Separate from — Routine collection
For accounts teams
Security refund records available for review.
Fees & financial recordsStudent · Sample student 01
Security Refund Register
Student fee recordSample School · Record preview
- Record
- Security refund register
- Review
- Security refund report
- Separate from
- Routine collection
Record · Security refund registerSample school record
02Security Refund Report
Security deposit refund
Use security refund report to review or prepare the recorded information from security deposits. Security deposit refund remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Record — Security refund register
- Review — Security refund report
- Separate from — Routine collection
For accounts teams
Security refund records available for review.
Fees & financial recordsRecord area · Security Deposits
Security Refund Report
Student fee recordSample School · Record preview
- Record
- Security refund register
- Review
- Security refund report
- Separate from
- Routine collection
Record · Security refund registerSample school record
Connected school responsibilities
Understand the charge. Follow the record.
Keep charges, adjustments and recorded collections in student context for clearer accounts-team handovers.
School administrators
Record collection and adjustments
Finance leadership
Review receipts and dues
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does security deposits cover?
Keep deposit refunds distinct from routine fee collection. Its documented capabilities include Security Refund Register, Security Refund Report.
Who benefits from this workflow?
Accounts teams, School administrators, Finance leadership. Security refund records available for review.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team. No payment gateway exists. Online payments are recorded manually. Fee Ledger Phase 1 ships inactive until enabled in configuration.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.