# Confirming transfers (bursar)

> HTT Schools training, step 18 of 49. For: School administrators.
> Source: https://understand.htt.llc/learn/schools/confirming-transfers · Updated 2026-10-15

Checked against the statement, then counted. You will set up the account parents pay school fees into, and check the transfer receipts they send.

## What you will be able to do

- Checking a transfer receipt
- Confirming or correcting the amount

> **Note:** Sign in to HTT Schools as an administrator of your school to follow these steps.

## Step by step

### 1. Bank transfers

Open Finance, then Bank transfers. A receipt a parent sends never counts as paid by itself — only when you confirm it against your bank statement.

![HTT Schools: bank transfers — the screen at this step](https://storage.htt.llc/f/CPMRFB7MB2G3AWXN0CXJSWYVYA1WGCP6)
*Step 1: Bank transfers*

### 2. Your accounts

Your accounts are what parents see on their fees page. Add account takes the bank, the account number, and the name exactly as the bank shows it — parents check that before they pay.

![HTT Schools: your accounts — the screen at this step](https://storage.htt.llc/f/P73BCPZW3SP5T8DM9Q27MQ57HW8ZRCJ3)
*Step 2: Your accounts*

### 3. To check

Under To check is every receipt a parent has sent: the pupil, the invoice, the amount, and who paid. Press Check to open one.

![HTT Schools: to check — the screen at this step](https://storage.htt.llc/f/18PFMF4QVVDP7Y0A1KS8A58ZQQMMMZRE)
*Step 3: To check*

### 4. The receipt

The receipt is beside the details: when it was paid, the reference, and the account it went into. Find the same transfer on your statement.

![HTT Schools: the receipt — the screen at this step](https://storage.htt.llc/f/7H2WQ006YWV68J2XTXB0PS5BKECSEMBR)
*Step 4: The receipt*

### 5. Confirm or not

If it is there, put in the amount that actually arrived and press Confirm payment: the invoice is paid, and the parent gets a receipt. If it is not, say why, and press Can’t confirm. The parent sees your reason.

![HTT Schools: confirm or not — the screen at this step](https://storage.htt.llc/f/D5EPERT12XABECKNPKRTZA5WJGM92E0D)
*Step 5: Confirm or not*

### 6. Kept on record

Confirmed and Not confirmed keep every decision, with its note, so you can always answer a parent who asks.

![HTT Schools: kept on record — the screen at this step](https://storage.htt.llc/f/PSCHTRJMR0P03MWZ9C1G5ET2K2EKSF1C)
*Step 6: Kept on record*

> **Tip:** On a phone the steps are the same — the video shows them again on a phone, from its second chapter.

## Questions people ask

### Who is the “Confirming transfers (bursar)” training for?

School administrators. It is one step of the HTT Schools course, which is laid out in the order we recommend learning it.

### Do I need to sign in to HTT Schools for this?

Sign in to HTT Schools as an administrator of your school to follow these steps.

### Can I do this on a phone?

Yes. The steps are the same on a phone, and the video shows every step on a computer and then again on a phone.

### How long does this training take?

The video is about 4 minutes long. Reading the article takes less.