Getting started with Sematime Finances for the first time
Sematime Finances is a comprehensive school fees management solution with invoicing, automated reconciliation with your school bank accounts or M-PESA paybill, pocket money collection, send e-receipts & automated fee balance reminders.
The quickest way to access Sematime Finances is from the app launcher by clicking on 'My School Apps' as shown below. You can also click this link - https://web.sematime.com/finances.
You will be prompted to activate your 14 days free trial period - during this time you get to use the service without paying a dime. During the trial phase, your account will come pre-populated with demo data. Later you can add your own.
Here is a quick rundown of the various section of the page:
Apps launcher - clicking this section allows you to launch our other services such as Sematime Messaging, Sematime Academics etc.
Topbar views menu - allows you to navigate to other views such as 'Students', 'Messages' etc.
Shortcuts menu - lets you quickly add students, invoices or payments among other shortcuts.
Universal search bar - lets you search for just about anything in your account: payments, students, invoices etc.
User profile menu - allows you to renew your subscription, send feedback, access the Sematime Help Center and to also logout from your account.
Subscriptions bar - lets you see the number of days remaining before your Sematime Finances subscription expires.
Sidebar menu - allows you to navigate to other sections of the 'Home' view. For example, to view student balances you need to click the 'Balances' menu item.
Demo bar - shows that you are still using the demo data that came pre-populated after activation. Click 'Exit Demo' to begin adding your own data.
The topbar menu shows the main sections or views of the service: Home, Students and Messages.
Here is what every view does:
Home view - here you find access to all the common daily routines such as viewing student balances, generating new invoices, reconciling bank feeds etc. 90% of the time you will interacting with this view.
Students view - you go here whenever you wish to manage students data such as adding new students, removing transferred students, editing parent contacts, promoting students to the next class etc.
Messages view - here you will find all the messages you have sent for fee balances, payment receipts, invoices etc. It shows comprehensive delivery reports for who received your messages or who did not and why.
Now that you have a little bearing of the service, lets take a brief introduction of all the essential things you need to master and become a pro through the Sematime Finances quick start guide.
The quickest way to access Sematime Finances is from the app launcher by clicking on 'My School Apps' as shown below. You can also click this link - https://web.sematime.com/finances.
You will be prompted to activate your 14 days free trial period - during this time you get to use the service without paying a dime. During the trial phase, your account will come pre-populated with demo data. Later you can add your own.
Here is a quick rundown of the various section of the page:
Apps launcher - clicking this section allows you to launch our other services such as Sematime Messaging, Sematime Academics etc.
Topbar views menu - allows you to navigate to other views such as 'Students', 'Messages' etc.
Shortcuts menu - lets you quickly add students, invoices or payments among other shortcuts.
Universal search bar - lets you search for just about anything in your account: payments, students, invoices etc.
User profile menu - allows you to renew your subscription, send feedback, access the Sematime Help Center and to also logout from your account.
Subscriptions bar - lets you see the number of days remaining before your Sematime Finances subscription expires.
Sidebar menu - allows you to navigate to other sections of the 'Home' view. For example, to view student balances you need to click the 'Balances' menu item.
Demo bar - shows that you are still using the demo data that came pre-populated after activation. Click 'Exit Demo' to begin adding your own data.
The topbar menu shows the main sections or views of the service: Home, Students and Messages.
Here is what every view does:
Home view - here you find access to all the common daily routines such as viewing student balances, generating new invoices, reconciling bank feeds etc. 90% of the time you will interacting with this view.
Students view - you go here whenever you wish to manage students data such as adding new students, removing transferred students, editing parent contacts, promoting students to the next class etc.
Messages view - here you will find all the messages you have sent for fee balances, payment receipts, invoices etc. It shows comprehensive delivery reports for who received your messages or who did not and why.
Now that you have a little bearing of the service, lets take a brief introduction of all the essential things you need to master and become a pro through the Sematime Finances quick start guide.
Updated on: 10/04/2024
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