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Wraparound care and lettings. Connected directly to finance

Schools increasingly provide services beyond the classroom, from breakfast and after-school clubs to holiday provision and the letting of halls, sports facilities, classrooms and other spaces.

Managing those activities can create a surprising amount of administration - particularly when information held in a separate booking system then has to be entered again into the finance system.

One platform. More possibilities

Wraparound care and lettings form part of our wider approach to bringing school operations and finance closer together within HogePortal. By reducing separate systems, duplicated data and manual processes, HogePortal can help academy trusts simplify administration while giving finance teams better-quality financial information.

Bookings to Invoice

Operationally simple. Financially integrated

Many standalone wraparound and lettings systems solve the operational problem but create another one for the finance team: getting the financial information into the accounts.

HogePortal is different

It forms part of HogeFinance, combining easy-to-use education-specific functionality with the enterprise accounting capabilities of Sage Intacct. Operational users get the straightforward screens they need; finance teams get transactions in the finance system without duplicate entry.

Lettings management

Manage the letting of school facilities from initial booking through to charging and invoicing. Schools can record customers, facilities, bookings, dates, times and charges within HogePortal, providing a clear view of how facilities are being used and the income being generated. Whether it is a regular community group using the sports hall every week or a one-off hire of a school facility, the process can be managed consistently. And when it is time to charge the customer, the invoice is created directly in Sage Intacct.

Wraparound care management

HogePortal provides schools with a straightforward way to administer chargeable wraparound provision such as breakfast clubs, after-school clubs and holiday activities. The module can support the day-to-day management of children, sessions, bookings and charges while connecting the resulting financial transactions directly with Sage Intacct. Operational staff can work in the simple HogePortal environment without needing access to, or knowledge of, the underlying

Enter the information once. Use it everywhere it is needed.

From booking to invoice - without re-keying

Bookings, customers and charges are managed through HogePortal. When an invoice is required, HogePortal creates the sales invoice directly in Sage Intacct with the appropriate financial coding. There is no need for finance staff to take information from one system and enter it again into another.

That means:

01

Less administration

Information is entered once in HogePortal and then used to create the corresponding transaction in Sage Intacct. This removes unnecessary duplication and reduces the time finance teams spend processing information manually.

02

Fewer errors

Eliminating re-keying means fewer opportunities for mistakes. Customer details, charges and coding can flow through consistently from the operational process into the finance system.

03

Faster invoicing

Invoices can be created directly in Sage Intacct from information already held in HogePortal, helping schools and trusts raise charges more quickly and keep income collection moving.

04

Correct from the start

Financial transactions are created in Sage Intacct with the appropriate coding from the outset, helping maintain consistency and reducing the need for later corrections or reclassification.

05

Better visibility

Because the financial transaction is created directly in Sage Intacct, finance teams have timely visibility of income, invoices and outstanding balances alongside the rest of the organisation's financial information.

06

One connected process

From the original booking or charge through to the accounting entry, the whole process is connected. Operational staff work in HogePortal while finance teams retain the control and reporting capabilities of Sage Intacct.

Want to see how it works?

If you currently manage wraparound care or lettings in spreadsheets or a separate system - and then re-key the resulting invoices into your finance system - talk to us about how HogePortal can simplify the whole process.