Using Monty is like magic.  You input the data into Xero, and it pops out in Monty in fit-for-purpose, comprehensive, accurate reports that are user friendly for Boards, Budget Holder and administrators with minimal time or effort spent on producing them.

Our School has been using the Xero programme for around three years now and the limited reporting has meant a lot of extra work each month to collate the information into a presentable format which aligns to the Kiwipark model.
Having Monty has meant I can just push a button on month end reports without any hassles. I am confident the information being presented to our Board of Trustees meets all their requirements as well as audit standards.
I would highly recommend you take a look at this for your school.

Our end of month financial reports for the Board, and to track and monitor variances, are being produced in Monty. Being cloud based, I do not have to be at school to generate these reports. I am able to PDF the reports and email them to my Board finance person well ahead of Board meetings.
As a school, we delegate a number of curriculum and activity areas to staff. The activities report feature of the Monty package is a real bonus feature that enables teachers to better monitor and track the budgets they are responsible for. In ‘Settings’ it is a reasonably straight forward process to match staff members to the budgets they are looking after. Once set up, it is a simple matter of hitting the ‘Activity budget holder…Email’ button to provide a monthly report directly to the staff member responsible for that budget area.
As a Principal, I want things to be simple, easy to understand and time efficient. Yes, we needed to invest time to learn about the packages and how to get the best out of them, but time spend getting to know XERO and Monty is now paying dividends and we can better focus on what is at the heart of what we do; our children and their learning.

Papanui High School moved our finances to Solutions and Services 4 years ago, one of the best things we have ever done for the school!!
Working alongside the team at Solutions and Services gives the school immediate access to updated information, which is essential to ensure that the finances follow best practice procedures. For the administration team the knowledge that we have gained through the instant expertise that is always available from the staff at Solutions & Services is immeasurable.

The simplicity of generating reports in Monty and providing budget holders the information they require each month via
email has certainly increased efficiency for all facets of school life. The detail available in reports provides the Management
Team and BOT with the ability to make informed decisions.