L1 Questions
How to issue/return inventory items
Please follow the below path to issue/return inventory items Finance---> Collections---> Inventory Issue and Returns
How to upload fee payment details
Please follow the below path to upload fee payment details Finance---> Collections---> Upload feepayment Details---> Select AY, Select Classes. Select Fee types, Select Payment Mode, Slect Receiving Account, Select Receipt Type---> Choose File and ...
How to update student Transaction entry
Please follow the below path to update the student Transactions Finance --> Collections --> Student Deposits / Transactions --> Search the Student --> Transaction Entry --> Add
How to collect other fee collections
Please follow the below path to collect other fee collections Finance--> Collections--> Branch Other fee collections--> Add Receipt Entry--> Select Fee Collection Type, Enter amount and click on Continue
How to sale inventory items
Please follow the below path to sale inventory items Finance---> Collections---> Inventory Item Sales NOTE: Items can be sold only if the quantity is available
How to send UPI payment link via WhatsApp
Please follow the below path to send UPI payment link via WhatsApp Path: Finance---> Collections---. UPI payment link-Whastapp
How to do collection follow up
Please follow the below path to collection follow up Finance---> Collections---> Collection Follow up
How to send UPI payment link via SMS
Please follow the below path to send UPI payment link via SMS Finance---> Collections---> UPI payment link-SMS
How to collect application fee for admitted students
Please follow the below path to collect application fee for admitted students Finance---> Collections---> Admitted Students Application/Registration Entry
How to collect application fee
Please follow the below path to collect application fee Finance--> Collections --> Application Fee Entry
How to update unknown internet payments
Please follow the below path to update unknown internet payments Finance--> Collections--> Unknown Internet Payments Entry
How to enable/disable parent login menu access
Please follow the below path to enable/disable parent login menu access Finance---> Collections---> Make Payment--> student search--> Parent Login Menu Access
How to collect School services payments
Please follow the below path to collect School services payments Finance---> Collections---> Make Payment--> student search--> School Services
How to edit fee amount
Please follow the below path to edit fee amount Path: Finance---> Collections---> Make Payment--> student search--> View Transactions--> Change Request--> Change request For Amount change
How to adjust advance fee
Please follow the below path to adjust advance fee Finance---> Collections---> Make Payment--> student search--> Advance Payments--> Advance receipts and Adjustments
How to collect advance fee
Please follow the below path to collect advance fee Finance---> Collections---> Make Payment--> student search--> Advance Payments--> Collect Advance
How to send fee reminder slip
Please follow the below path to send fee reminder slip Finance---> Collections---> Make Payment--> student search--> Fee reminder Slip--> Select Terms, FeeReminder Type, Mention Due Date and click on Get Slip.
How to edit cheque bounce charges
Please follow the below path to edit cheque bounce charges Finance---> Collections---> Make Payment--> student search--> Cheque Bounce Charges--> Cheque Bounce Payments---> Edit
How to edit fine amout for an individual student
Please follow the below path to edit fine amount for an individual student Finance--> Fee Management--> Fine Management--> Student Wise Fine Edit/Delete
How to assign transport fee for an individual student
Please follow the below path to assign transport fee for an individual student Finance--> Fee Management--> Assign Fee to Students---> Assign Transport Fee--> Select Class,Section and click on Get--> Select Route, PickUp stop, Drop stop, Transport ...
Where can we check the cheque payment details
Follow the below path to check the cheque payment details Finance---> Collections---> Cheque Deposit Dashboard---> Select Bank Account, Transaction Date Ranges and click on Get
How to change the fee plan for a student
Follow the below path to change the fee plan for a student Finance --> Collections --> Make Payment --> Search the student -->Fee Management--> Change Regular Feeplan---> click on Change Feeplan against fee plan--->Select Segment name, Fee Plan Name ...
How to take a receipt print
Follow the below path to print the receipt Path: Finance--> Collections --> Make Payment--> Search the student--> View Transactions--> Click on Print against the transaction.
How to unassign the fee
Follow the below path to unassign the fee to students Path: Finance --> Fee Management --> Assign Fee to Students --> Select Academic year, Class, Section, Fee type and click on "Get Students"-->Select Assigned Students-->Select the students to whom ...
How to give concession to a student
Please follow the below path to given the concession to the students. Path: Finance --> Collections --> Make Payment --> Search the student --> Fee Details --> Click on Request For Concession against the fee type for which would you like to give the ...
How to collect fee
Please follow the below path to collect fee Finance --> Collections --> Make Payment --> Search the student --> Select the fee type for which would you like to make a payment entry --> Click on Next --> Select the Payment mode --> Save and continue
How to assing/unassign installment wise fee in bulk
Follow the below path to assing/unassign installment wise fee in bulk Finance---> Fee Management--> Bulk Installment wise Fee Assign/Unassign
How to assign competitive exam fee
Follow the below path to assign competitive exam fee Finance--> Fee Management--> Assign Competitive Exam Fee--> Select AY,Competitive Exam, Type and click on Get--> Select students and click on Assign Competitive ExamFee To Students
How to raise refund request in bulk
Follow the below path to raise refund request in bulk Finance--> Fee Management--> Apply for Student Bulk Fee Refund---> Select AY, Class, Fee type and click on Get--> Select students and enter the reason for refund and Save
How to edit due dates for fee payment
Follow the below path to edit due dates for fee payment Finance---> Fee Management--> Manage Fee plans--> change invoice & due dates---> Select Fee type, Installment, Type of Update as Due Date---> Select the Fee plans, New Due Date and click on ...
How to assign Transport fee based on last year
Follow the below path to assign Transport fee based on last year Finance---> Fee Management--> Assign Transport Fee (Based on Previous Year)
How to generate fee challan
Follow the below path to generate fee challan Finance--> Fee Management---> Manage Fee Invoice/Challan---> Generate fee challan
How to generate fee invoice
Follow the below path to generate fee invoice Finance---> Fee Management---> Manage Fee Invoice/Challan---> generate fee invoice
How to edit/delete fine amounts
Follow the below path to Edit/Disable the fine amount Path: Finance--> Fee Management--> Fine Management --> Select the fee type for which fine amount got levied --> Edit
How to given concessions in bulk
Follow the below path to given concessions in bulk Path: Finance --> Fee Management --> Manage Fee Concessions --> Select Segment, Class, Section and the Fee type and hit "Get" --> ---> Select all students, Select type of concession as Add and ...
How to assign the Transport fee plan
You can assign the transport fee Route or Distance wise; follow the path below to assign the transport fee. Path: Branch Level --> Finance --> Fee Management --> Assign Fee to Students --> Assign Transport Fee -->Select the Class, Section and hit ...
How to unassing the regular fee to students
Follow the below path to unassign the fee to students Path: Finance --> Fee Management --> Assign Fee to Students --> Select Academic year, Class, Section, Fee type and click on "Get Students"-->Select Assigned Students-->Select the students to whom ...
How to assign regular fee to students
Follow the below path to assign regular fee to students. Path: Finance --> Fee Management --> Assign Fee to Students --> Select Academic year, Class, Section, Fee type and click on "Get Students"-->Select Not assigned Students-->Select the students ...
How to create the fee plan with the branch level access
Follow the below path to create the new fee structure. Path: Finance--> Fee Management---> Manage Fee plans --> Select Branch, Academic year, Type of Fee Plan and hit "Get" --> Click on Add New Fee Plan
How to adjust fee payment to another student
Follow the below path to adjust the fee payment to another student 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 ...
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