Finance documents in Edvance are uploaded through the Finance module, which routes them through an analysis and review step before their figures are used in board reporting.
How to upload
- Go to Finance and select the relevant section — Budget, Cashflow, or October Returns.
- Upload your document (PDF or spreadsheet).
- Edvance analyses the document and maps the key figures.
October Returns workbook
If you upload the standard Department of Education October Returns workbook format, Edvance extracts the key figures automatically for your review. You can correct any extraction errors before the figures are used.
After upload
Once uploaded and analysed, you can review the extracted figures, make corrections if needed, and work through the steps to prepare the finance section for your next board pack. The figures do not go to the board until you explicitly finalise them — Edvance never auto-finalises finance data.