Finance

Finance onboarding checklist for new schools

2026-09-18 · 8 min read

Finance onboarding in the foundation release focuses on setup — not discretionary payouts.

Collect legal entity details, fee structures, and authorized finance contacts.

Map fund codes carefully; SIGHTLEARN enforces fund-boundary rules so operating and restricted funds stay separated.

Run a dry-run invoice preview with your Institution Owner before enabling parent-facing billing.