NSIMS
NSIMSUser Guide
Analytics & Monitoring

Financial Management Dashboard & KPI Guide

Monitor daily revenue collections, date-range revenue trends, outstanding student receivables, and action queues.

Roles: Finance Officers, Accounting Staff, Cashier Supervisors·Last updated: August 25, 2026

Before You Begin (Prerequisites)

  • Permission (acct-payments:read)

Step-by-Step Instructions

1

Access Dashboard

Log in to accounting.sims.ncf.edu.ph and open the Financial Dashboard (/dashboard).

Access Dashboard
Zoom

Interface: Access Dashboard

2

Filter Collections by Date

Use the Date Range Picker to view today's collections or custom period revenue.

3

Filter Receivables by Academic Period

Select the enrollment period to inspect total unpaid receivables and aging breakdown (0-30, 31-60, 90+ days).

4

Process Action Queues

Click on queue cards (Drop Requests, Receipt Cancellations, Balance Forwarding) to open clearance drawers.

Important Business Rules & Invariants

Two Filter Axes: Collections follow calendar payment dates; Receivables follow the selected Academic Enrollment Period.

Common Questions & Troubleshooting

You must select an enrollment period in the 'Receivables Period' dropdown first.