Charter Vision is CSMC’s easy to use online portal giving each school 24/7 access to their financial standing and reports. From cash on hand, revenue year to date, monthly expenditures, every report, every financial report needed to lead a cutting edge charter school is available at the tip of your fingers.
Charter Vision Key Features
1. Real-Time Financial Report Access
Get 24/7 access to your school’s vital financial reports in real time. Track accounts receivable and payable, view paid invoices, revenue and expenses by category, cash flow projection and more.
2. Compliance Calendar
Never miss a state reporting deadline again! On CSMC’s Compliance Calendar, you can view your charter school’s annual state and federal reporting calendar, with linked information for greater detail, assignment of duties, and stored documents for evidence of submission.
3. Subscriptions
Don’t have time to log in to Charter Vision? Simply want reports delivered to your e-mail box at a time you choose? With Charter Vision, you can set up subscriptions to have all Charter Vision reports delivered to your e-mail box as often as you would like.
4. Customizable Home Page
You can now customize the home page in a way that works for your specific interest. Interested in Expenses Year to Date? Choose the Expenses Year To Date widget for your home screen. From Revenue to Budget to Projected Net Income, mix and match the financial widgets to fit your needs.
5. Financial Widgets
Static home page charts are now replaced with dynamic financial widgets. A widget is a chart or visual representation of data, which the end-user can control. In other words, you get to display the data you would like to see. Simply move your mouse over the various pieces of the charts, and you will get instant detail.
6. Fiscal Transparency Like No Other
Charter Vision is not just for your school leader or business manager; all key stakeholders can get up to date access to your school’s financial data. Charter Vision is free to CSMC clients, so key staff members, board members, auditors, or anyone you decide can each have their own unique logon.
