To get accurate finance readiness and board-safe reports, you need to import transactions and review account mappings in Edvance. The Finance page is your entry point for uploading, mapping, and approving finance data.

Step 1 — Upload transaction data

Go to Finance and use the CSV import entry point to upload recent transaction files. Each import is recorded and raw transactions are stored for mapping and analysis.

Step 2 — Review mapping suggestions

Open the mapping review interface to see which accounts or categories need attention. Edvance highlights low-confidence or unapproved mappings and provides suggested categories based on deterministic rules — no black-box AI.

Step 3 — Approve mappings

For each mapping that looks correct, approve it to confirm that transactions are being categorised as intended. Approvals are audit-logged, so you can show exactly when and by whom finance mappings were confirmed.

Step 4 — Check mapping readiness

The Finance overview shows mapping statistics: total mappings, approved mappings, low-confidence mappings, and those still needing review. This feeds directly into finance readiness and the Dashboard, which will prompt you to review mappings when imports exist but reviews are incomplete.

Keeping imports recent and mappings approved ensures that board reports, risk snapshots, and inspection evidence reflect a true and up-to-date picture of your school's finances.