ICON Support Site

eFIN Support Resources

eFIN is the application which records and reports the financial position of the schools. It is a sophisticated enterprise finance system with VCEA finance guidelines built into its workflows. It is a governance and compliance system ensuring schools meet requirements for the Australian Charities Not For Profit Commission (ACNC) and Victorian Catholic Education Authority (VCEA).

Workflows requiring approvals have built-in processes for Principals and other delegated staff.

You can find simple on the job support training materials here:

General Information

Approving Workflow items in eHR & eFIN (Supervisor) - Guide

Asset-Liability-Income-Expenses Definitions

Expense Reimbursement for Principals

Multi School - Update School Access

Navigation Definitions

VCEA-ICON-Chart-of-Accounts

Manage Purchasing

AP - Manually Match Invoice to Purchase Order

AP Finalise Payment Run

Purchasing - Amend a Purchase Order

Purchasing - Approve a Purchase Requisition

Purchasing - Cancel a Purchase Order

Purchasing - Cancel a Purchase Requisition

Purchasing - Cancel Receipt of a Purchase Order

Purchasing - Create & Receive a Blanket (Goods) Purchase Requisition

Purchasing - Create a Blanket (Services) Purchase Requisition

Purchasing - Create a Purchase Requisition Template

Purchasing - Create a Standard Purchase Requisition

Purchasing - Receive Full Goods-Services against a Purchase Order

Purchasing - Receive Partial Goods-Services against a Purchase Order

Purchasing - Receive Services against a Blanket PO (GST & Non GST)

Purchasing - Receive Services against a Blanket Purchase Order

Purchasing - Release and Print Purchase Orders

Manage Assets

Asset Book Transfer

Asset Cost Adjustment

Asset Cost Movement by Period Report

Asset Disposal Write-off Dec 2021 v01

Asset Disposal Sale

Asset - How to Process an asset impairment

Asset - How to Process an asset revaluation

Creating Asset Directly in Asset Register

Processing Asset Depreciation

Run Asset Depreciation Reports

Bank Reconciliation

Bank Reconciliation

GL - Accept and Finalise Bank Reconciliation

GL -Bank Reconciliation - Download BAI file

Manage Accounts Payable

Create a Supplier Address List

Create Supplier and Update

Cancel or Void a Supplier Payment

Enquire on a Supplier and their Transactions

Enter an Invoice for a Sundry Creditor

Enter an Invoice not linked to a purchase order

Enter an Invoice for a Sundry Creditor

Enter an Invoice not Linked to a Purchase Order - Oct 2020 v1.2

Invoice Entry Principal Approval Process

Managing Suppliers

Match Invoice to Multiple Purchase Orders

Match Multiple Invoices to a Single Purchase Order

Processing Creditor Payment Run

Purchasing - Onboarding a New Creditor (Supplier)

Purchasing - Review Commitments to a Supplier

Record a Direct Debit or BPAY Payment

Re-transmit-Print Remittances

Print the Payment Register Report

Record a Supplier Credit Note with Refund

Record a Supplier Credit Note without Refund

Saving Bank Details for EFT Payments as a Template

Setting up an Alternative Address for a Supplier

Transmit Payment Remittances

Updating a Creditor (Supplier's) Details

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