HomeModulesMode of Transaction Management
Finance Setup

Mode of Transaction Management

Maintain transaction-mode masters used to classify and report institution fee/payment transactions.

At a glance

What this module covers

Transaction mode master
Payment classification
Fee collection integration
Reporting context
Administrative maintenance

Connected workflow

Finance operations & visibility

Role-aware

2 primary roles

Web + mobile

Responsive, role-based experience

Governed access

Institution-scoped data & controls

Key capabilities

Everything needed for the workflow

Keeps fee structures, collection, dues, concessions and payment activity tied directly to the student ledger and institution reporting.

01

Transaction mode master

02

Payment classification

03

Fee collection integration

04

Reporting context

05

Administrative maintenance

How it works
1

Create transaction modes

2

Maintain active choices

3

Use during collection

4

Report by payment mode

Who works in this module

Each user works through their own role and permission context, so the same institutional record can support leadership, staff and learner workflows without exposing unnecessary access.

Controls & governance

Accounts role access

Student / session / fee-head scoping

Cancellation and correction controls where supported

Exportable finance reports

Web, apps & connected data

Accounts web dashboard

Accounts mobile role support for key workflows

Student / parent payment visibility where applicable

Institution impact

Built for outcomes, not just data entry.

EduBridge connects this module with the rest of your institution, so teams work from the same current data instead of isolated registers, spreadsheets and apps.

Consistent payment classification

Cleaner reports

Flexible institution setup

See EduBridge in action

Modernize your institution with one connected platform.

Book a tailored demonstration of the workflows that matter most to your school or college — from leadership and academics to examinations, finance, operations and branded mobile apps.

Schools & CollegesRole-based workspacesWeb + iOS + Android