Platform Accountant Guide

The Platform Accountant portal is used to manage billing configurations, track school subscription invoices, and administer platform-level staff payroll settings.

The billing dashboard provides an overview of platform revenue, pending invoices, and upcoming payroll runs.

Key Responsibilities

• Subscription Management: Track school plans, student licensing counts, and generate invoices.
• Global Payroll Configuration: Define tax structures, default deductions, and run-date parameters.
• Adjustment Tracking: Manage payroll exceptions, salary advances, and adjustments for platform staff.

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1. School Subscriptions & Invoicing

Subscriptions scale automatically based on the active student count of each school tenant.

To review school invoices:

1. Navigate to Platform Accountant Portal > Subscriptions.
2. Select a school from the list.
3. Review their:
   • Active Plan: Starter, Growth, or Enterprise.
   • Current Enrollment: Current student count synced from their academic registry.
   • Billing Cycle: Monthly or Billed Annually.
4. Click Generate Invoice to create the monthly bill. Invoices are dispatched to the school admin and accountant.

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2. Platform Payroll Runs

The payroll workspace manages salary processing for platform staff, support agents, and developers.

Running a monthly payroll:

1. Navigate to Platform Accountant Portal > Payroll.
2. Select the current Billing Month.
3. Review the summary of basic salaries, standard deductions, and adjustments.
4. If there are adjustments (e.g. bonuses, tax deductions):
   • Click Add Adjustment next to the employee's name.
   • Enter the amount and description.
   • Click Save.
5. Click Prepare Payroll. This locks the adjustments and generates draft payslips.
6. Click Submit for Approval to send the run to the Super Admin or Platform Manager.
7. Once approved, click Mark Paid after bank transfers are settled to generate payslips and update historical records.