L1 Questions
How to approve or reject date change request?
To approve or reject date change request, follow the path given: Finance--->Approvals--->Fee Payment Change Requests--->Select the Academic Year, Location, Type as Date Change and click on Get--->The requests will appear--->Against the respective ...
How to adjust online payments of students?
To adjust online payments, follow the steps given: Step 1: Select the Finance module, then select the Update Online Payment Details under the Approvals menu. (Finance-->Approvals-->Update Online Payment Details) Step 2: Select the Branch, Search Type ...
How to cancel fee receipt or a transaction?
To cancel receipt or a transaction, follow the path given: Select the Finance module --> Collections --> Make Payment --> View Transactions --> Select the respective transaction to be cancelled, against that click on Change Request option --> Select ...
How to adjust the excess fee amount?
To adjust the excess fee amount or do the amount adjustments, follow the below path: Finance-->Approvals-->Update Fee Payment details/online payment details-->select the branch & search type-->Select the respective student --> select the respective ...
How to generate the Fee Receipt?
To print or generate the payment or fee receipt, follow the path given: Finance--> Collections --> Make Payment--> Search the respective student-->Select View Transactions--> Click on Print against the respective transaction--> The fee receipts will ...
How to check the online Receipt Number?
To check the online receipt number of the online payments, follow the path given: Finance--> Collection Reports --> Receipt Book --> Fill the details like Type , Fee Types, Fee Accounts, Payment Mode( Online) Academic Year, Date Range--> To check the ...
How to remove fine amount?
To remove the fine amount, follow the path given: Finance-->Fee Management-->Fine Management-->Select Academic year and Fee type-->click on Get-->Select Create Fine Amount Settings-->Select the respective Fee plan against which you want to remove the ...
How to collect a payment?
To collect a payment, follow the path given: Finance -->Collection-->Make payment-->Search the respective student -->Click on Recipt Entry -->Select Automatic Adjustment or Manual Adjustment-->Select the respective fee types and click on ...
How to print fee receipt for individual student?
To print fee receipt for individual student wise, follow the below path: Finance-->Collections-->Make Payment-->select Class-Section-Student Name/Enrollment Code-->click on Search-->select View Transactions and then click on Print Icon against the ...
How to create the new academic year fee structure?
To create or add the new fee structure, follow the path given: Path 1: Settings-->Finance-->Create Fee Plan-->Select Branch, Academic year, Type of Fee Plan, Status and click Get-->Select the respective fee plan to be created like ...
How to unassign Fee to the students?
To unassign the fee to students, follow the path given: Finance-->Fee Management-->Assign Fee to Students-->select Academic Year,Branch,Class,Section,Regular fee type(select fee type which you want to unassign),student segments,category,Type of ...
How to view the fee structure?
To view the fee structure, follow the below path: Finance-->Fee Management-->Manage Fee plans-->Select Academic Year-Fee Plan Type-->click on Get-->Select Print Fee Structure option. NOTE: If you want to take print of the fee structure click on the ...
How to add concession types?
To add or create concession types, follow the steps given below: Settings-->Finance-->Concession Settings-->Click on +Concession Settings-->Fill the details like Concession Name-Type-Normal Fee types -Concession Amount> choose YES/NO to view the ...
How to Assign Fee to students?
To Assign the fee to students follow the below path: Finance-->Fee Management-->Assign Fee to Students-->select Academic Year,Branch,Class,Section,Regular fee type(select fee type which you want to assign),student segments,category,Type of ...
How to cancel a transaction?
To cancel a transaction, follow the path given: select the Finance module --> Collections --> Make Payment --> View Transactions. Select the respective transaction to be cancelled against that click on Change Request option. Select the Type as Cancel ...
How to adjust excess fee amount?
To adjust the excess fee amount follow the below path: Finance-->Approvals-->Update Fee Payment details/online payment details-->select the branch & search type-->Select the respective student--> select the respective transaction from which you want ...
How to generate the Fee Receipt?
To generate or print the fee receipt , follow the path given: Finance--> Collections --> Make Payment--> Search the Student--> View Transactions--> Click on Print against the respective transaction.
How to remove fine amount?
To remove the fine amount, follow the path given: Finance-->Fee Management-->Fine Management-->Select academic year,branch,fee type-->Click on Get-->select create fine amount settings-->Select fee type-->Click on Delete icon against the respective ...
How to collect a payment?
To collect a payment, follow the path given: Finance -->Collection-->Make payment-->Search the Student-->Click on recipt entry -->Select the payment mode (cash or online)-->Select fee type and click on proceed and collect the payment.
How to check today's fee collections?
To view or check the today's fee collections, follow the path given: Finance-->Collections-->Fee Collection Reports-->Select Financial Year-Branch-Date range as Today-->click on Get. The details will appear accordingly.
How to view Fee Collection report?
To view the Fee Collection reports, follow the path given: Finance-->Collections-->Fee Collection Reports-->Select financial year-date range-cancelled reciept logic-->click on Get-->Select the respective option like Fee Receipts/Feetype wise ...
How to edit or change the details in Application form?
To edit or change or update the details in Application form, follow the path given: Finance-->Approvals-->Edit Application Details-->select year-branch-search student name-->click on the Edit icon against respective category-->Make the changes ...
How to download or print the Online payment Receipt?
To download or print the Online payment Receipt,please follow the given path: Finance-->Collections-->Make Payment-->View Transactions-->Online Payments-->Against the respective payment click on Print.
How to edit the Transaction date in Transaction details?
To edit the Transaction date in transaction details, follow the given path: Finance-->collections-->Make payment-->Search the student accordingly-->click on View Transactions-->click on the Change Request against the respective transaction-->select ...
How to add or update the fields in the fee day sheet?
To add or update the fields in fee day sheet report, follow the given path: Finance-->Collection Reports-->Fee Day sheet-->select fee accounts-date-payment modes accordingly-->click on show report-->click on the column option-->select the respective ...
How to view the class wise fee collection percentage?
To view or check the classwise fee collection percentage, follow the given path: Finance-->Due Reports-->Class wise due report-->select academic year,branch,installment,date-->click on show report--> click on class wise-->the report will be ...
How to adjust fee payment to another student?
To adjust fee payment to another student follow the below path: Finance --> Approvals --> Adjust Fee Payments to Other Student --> Select the Branch, Payment Type and Search the student --> Click on Adjust to fee type --> Search the student to whom ...
How to edit the late fee of a student?
To edit the late fee of a student, follow the path given: Finance-->Collections-->Make Payment-->search for student-->click on late fee management-->select academic year-->click on the edit icon against the respective installment-->update the ...
How to view or check the Ledger Transaction Report?
To view or check the Ledge Transaction Report,Please follow the path given: Finance---> Reports--->Ledger Transaction Report----> Fill all the required details accordingly---> Click on Get.
How to view or print or download the cash receipts?
To view or print or download the cash receipts,follow the given path: Finance-->Collections-->Make Payment-->search the respective student-->select View Transactions-->select the respective transaction--> against that click on the print.
How to Print Fee Type Wise Fee Concessions Report?
Please follow the below path to Print Fee Type Wise Fee Concessions Report Path: Branch level--> Finance---> Audit Reports---> Fee Concessions Reports---> Select Academic Year, Branch, Student Status---> Click on Get---> Click on Fee type Wise---> ...
How to add TC Notice Period Fee Type under Misc Fee Type?
Please follow the below path to Add TC Notice Period Fee Type under Misc Fee Type Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> TC Request Fee---> +Add TC Notice Period Fee Type Note: TC Notice Period Fee : This fee will be ...
How to Add TC Processing Fee Type under Misc Fee Type?
Please follow the below path to Add TC Processing Fee Type under Misc Fee Type Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> TC Request Fee---> +Add TC Processing Fee Type NOTE: TC Processing Fee : This fee will be charged ...
How to create Competitive Exam Fee Type?
Please follow the below path to create Competitive Exam Fee Type under Misc Fee Type Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> Competitive Exam Fee---> +Add Fee Type
How to create ID Card Fee Type?
Please follow the below path to create ID Card Fee Type under Misc Fee Type Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> ID card Fee---> +Add Fee Type
How to create Advance Fee Type?
Please follow the below path to create Advance Fee type under Misc Fee Type Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> Wallet/Advance Fee---> Create Feetype wise Advance Note : 1) We can use this fee type to collect the ...
How to create Last Year Due fee type under Misc Fee?
Please follow the below path to create Last Year Due under Misc Fee Path: Settings--> Finance--> Create Fee Types---> Misc Fee Types---> Last Year Due---> +Add Fee Type
How to create Activity Based Fee Type?
Please follow the below path to create Activity Based FeeFee Type Path: Settings--> Finance--> Create Fee Types---> Activity Based Fee Fee---> +Add Fee Type
How to create Tution Fee Type?
Please follow the below path to create Tution Fee Type Path: Settings--> Finance--> Create Fee Types---> Tution Fee---> +Add Fee Type
How to create Transport Fee Type?
Please follow the below path to create Transport Fee Type Path: Settings--> Finance--> Create Fee Types---> Transport Fee---> +Add Fee Type
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