Receive the source record
Capture the provider reference, amount, payer information, and timing from an enabled payment connection or controlled import.
M-Pesa fee reconciliation
Move M-Pesa school fees from payment messages to reviewed records.
A payment reference is useful evidence, not always a complete accounting decision. Schoolbooks keeps the original payment-channel record, proposes the likely learner or invoice, and routes uncertainty to an authorized person before balances and books change.
Separate confident payment matches from references that need investigation.
Keep the original transaction attached to the allocation and posting.
Give every unmatched payment an owner, age, status, and next action.
Correct allocations without deleting the history of the first decision.
Why Schoolbooks
Connected records. Clear control. Less reconstruction.
Suggest, then review
Compare the payment with learner accounts, invoices, known payers, and prior patterns while keeping ambiguous results out of automatic posting.
Post with evidence
Once an authorized user confirms the treatment, update the learner balance and accounting records without losing the source transaction.
01 · Workflow
Stop treating the M-Pesa inbox as the fee ledger
Bring payment records into a queue designed for allocation and exception handling instead of copying messages into spreadsheets.
- Retain the original provider reference and transaction time.
- Detect duplicate and incomplete payment evidence before posting.
- Keep unmatched money visible rather than forcing an uncertain allocation.
02 · Workflow
Make ambiguity somebody’s explicit work
Route unclear admission numbers, shared payers, partial payments, and conflicting references to a controlled review flow.
- Assign an owner and next action to every exception.
- Explain why a learner or invoice was suggested.
- Require permission before uncertain money affects balances.
03 · Workflow
Connect collection to school accounting
Carry the approved allocation into receivables and the ledger so the bursar and finance team work from the same event.
- Preserve receipt and allocation evidence.
- Reconcile the payment channel against posted records.
- Reverse mistakes without erasing the earlier decision.
Explore the connected products
Frequently asked questions
Clear answers before you choose how to start.
Start with the workflow your school needs now.
Add the rest when the work expands, without rebuilding your operating context.