Kestrel

Guide

Advancement finance

Version 1.0 ·Updated 2026-09-17

Next reviewed by 2027-03-17.

Written for each member of a school's staff, from the registrar to IT, and the families using the portal.

For the finance officer, who reconciles the gifts against the bank and corrects a receipt issued in error, and records no gift.

All guides, including the first steps each member of staff takes. The training for this role takes these tasks in sessions.

Reconcile the gifts

Foundation, "Gifts"

Needs advancement.gift.read.

  1. Open Foundation and choose "Gifts".
  2. Choose "This financial year" and press a row to read its fund, its method and its receipt.

Read the receipts the school has issued

Foundation, "Receipts"

Needs advancement.gift.read.

  1. Open Foundation and choose "Receipts".
  2. Choose "Issued" or "Cancelled", and press a row to open the receipt.