The External Transactions feature, available in the Finance area of e-Schooling, allows you to record amounts related to services provided that, for some reason, were not or cannot be invoiced through the application.

1.    How to create an External Transaction

Go to Finance > External Transactions.

Click the “+” button to create a new transaction.

Fill in the following fields:

• Description: Name that will appear in the account statement (e.g., “Enrollment 2025/2026”).
• Item Group: Choose the appropriate category (e.g., tuition, activities, enrollment).
• Transaction Date: Indicate the date the amount should appear in the account.
• Due Date (optional): Deadline for payment.
• Entity: Select the entity to which the transaction should be linked.
• Amount: Total value of the transaction.
• Status: Can be set as “Open,” “Overdue,” or “Paid.”
• Additional Information: Free text field for notes or comments.

Save the record.

Although optional, you can add links to documents generated in other software and associate them with the external transaction.

In the “External Transaction Actions” submenu of the created transaction, you can add more details, such as:

        URL to financial document

2.    How does it appear in the account statement?

• The external transaction line appears similarly to other transactions but clearly indicates that it was not generated by the billing system.
  
• It is possible to filter transactions by status.
  
• Guardians, when accessing the student’s account statement, will see these transactions with all the configured information — including any additional notes.