Finance Module

Themis provides comprehensive financial management tools for handling transactions, reconciliations, reporting, and integrations. It streamlines financial operations, ensuring accuracy and efficiency in learner records and organisational finances.

Key Features:

  • Bank Reconciliation – Match transactions with bank records
  • Payment Plans – Set up and manage structured payment schedules
  • Direct Debit Integrations – Automate payment processing
  • Financial Reporting – Generate detailed financial reports
  • Transaction Creation – Process and manage financial entries
  • Batch Imports – Upload financial data in bulk
  • Bank Account Management – Oversee institutional bank accounts
  • Organisation Management – Handle financial structures within the organisation
  • Daily Banking – Track and process daily financial transactions
  • Financial Checks on Learner Records – Verify financial status and outstanding balances
  • Workflow Financial Status Updates – Automate financial status changes
  • Learner Record Transaction Management – Maintain and monitor student financial history
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