Finance information in board packs is based on your finalised finance figures, mapping status, and annual accounts readiness. Edvance assembles these into a board-safe Finance Oversight section in your board reports and pack views.

Step 1 — Ensure data is current

Import your latest transactions and review mappings until the Finance page shows mappings are up to date and low-confidence items have been addressed. Confirm that budgets and annual accounts are present for the relevant year so that variance and readiness context can be generated.

Step 2 — Finalise your finance figures

Once you are happy with a set of finance figures (budget, cashflow, October Returns), finalise them from the relevant workspace. This locks that version as the authoritative record for board reporting. Finalisation is always an explicit action — Edvance never auto-finalises figures.

Step 3 — Check for staleness before circulating

If figures have been updated since the last finalise, Edvance will flag the affected sections as stale and block circulation of the board pack until you re-finalise. Each stale section has a one-click link back to the relevant workspace.

Step 4 — Generate and attach the board report

From the relevant board pack, generate a board report that includes the unified finance oversight block — risk score, level, completeness, key indicators, and oversight notes. This ensures every board pack presents a consistent, inspection-ready view of financial governance.