L1 Questions
How to delete student fee payment details
Follow the below path to delete the student fee payment details Finance --> Approvals --> Delete Fee Payments
How to update online payment force success
If the amount is debited from the parent end and the amount also credit in schools account but the receipt is not generated then follow the below path to make the transaction success. Finance --> Approvals --> Online Payment Force Success Note: You ...
How to update student registration details
You can update the student Qualified status, Registration fee payment details by following the below path Finance --> Approvals --> Edit Registration details --> Select the Academic year, Branch and Search the student --> Click on Edit icon against ...
How to update application details
You can update the student details and the payment details of the student whose application process is completed and the admission is not yet processed Finance --> Approvals --> Edit Application Details --> Select Academic year, Branch and Search the ...
How to update online payment details
Follow the below path to update the online payment details Finance --> Approvals --> Update Fee Payment Details --> Select the Branch and Search the student --> Click on Adjust to Feetype against the payment for which would you like to make the ...
How to update fee payment details
By following the given path you can update the Receipt no, Receipt Date,Payment mode and the Payment amount to another fee type or another installment Finance --> Approvals --> Update Fee Payment Details --> Select the Branch and Search the student ...
How to approve student fee refund request
Follow the below path to approve the fee refund request Finance --> Approvals --> Approve Student Fee Refunds --> Select the Branch and click on Show --> Pending Student Fee Refunds --> Update the Remarks --> Click on Approve & Proceed against the ...
How to approve fee payment change request
You can Approve/Reject the fee payment change request for Receipt date, Receipt Amount and also cancel the transaction by following the below path Finance --> Approvals --> Fee Payment Change Requests --> Select the Academic year, Location, Type and ...
How to approve concession requests in bulk
If you are having the approval process, only the approving authority can approve the concession request. If the approval mechanism is not there, Principal or the system admin can approve the concession request in bulk, by following the below path ...
How to approve concession requests
If you are having the approval process, only the approving authority can approve the concession request. If the approval mechanism is not there, Principal or the system admin can approve the concession request, by following the below path Finance --> ...
How to manage/update fees for shuffled out students
Follow the below path to manage/update fee for shuffled out students Finance --> Fee Management --> Manage Fees for shuffled out students --> Select the Branch, Academic Year and click on Get --> Click on "Manage Fees" against the student --> ...
How to unassign monthly fee in bulk
Follow the below path to unassign the monthly fee Finance --> Fee Management --> Month wise bulk fee unassign Note: You can unassign monthly fee, only when there are no payments done for that month.
How to cancel the transaction
Accountant can place the request for cancel the transaction and the request will go to the approval authority and they can follow the below path to cancel the transaction Step 1: Accountant can place the request by following the below path Finance ...
How to approve fee unassign request
Follow the below path to approve the fee unassign request Finance --> Approvals --> Approve UnAsssign Fee Requests
How to approve concession request
Follow the below path to approve the concession requests Finance --> Approvals --> Approve Concession Requests
How to assing/unassign installment wise fee in bulk
Follow the below path to assign/unassign the fee installment wise Finance --> Fee Management --> Bulk Installment wise Fee Assign/Unassign Note - It is a service based fee, hence we are showing monthly.
How to manage fee concessions
Follow the below path to add/replace the concession individual student wise or All the students. And you can upload the concessions Fee type wise or Installment wise. Finance --> Fee Management --> Manage Fee Concessions
How to unassign misc fee to students
Follow the below path to unassign the miscellaneous fee to students Method 1: With The System Admin Access Finance --> Fee Management --> Unassign Misc Fee To Students (Bulk) --> Select Branch, Class, Misc Fee Types and click on Get --> Select the ...
Where can we get the fine amount collection report
Follow the below path take the fine amount collection report Finance --> Fee Management --> Fine Management --> Select Academic Year, Branch, Fee Type and click on Get --> Fine Amount Collection Report
How to delete fine amount in bulk
Follow the below path to Edit/Delete the fine amount Finance --> Fee Management --> Fine Management --> Select Academic Year, Branch, Fee Type and click on Get --> Student Wise Fine Edit/Delete --> Select the installment --> Select the check box ...
How to upload fee plans
Follow the below path to upload the fee plan Settings --> Finance --> Upload Fee Plan --> Select Academic year, Branch, Class, Type of Fee Type, Fee Type and click on Download File Format --> Browse (.CSV only) --> Update the file --> Validate and ...
Where can we update the default cheque bounce charges
Follow the below path to update the cheque bounce charges, these charges will be levied while bouncing the cheque Settings --> Finance --> Corporate Banks --> Corporate Banks --> Click on Edit icon against the bank account --> Update the cheque ...
How to carry forward the last year due to current academic year
Follow the below path to carry forward the last year fee due amount to current academic year Settings --> Finance --> Last year fee due Mapping --> Select the Branch, Last year dues from AY and click on Get --> Dues Processing
How to enable the time restrictions for receipt entry
Follow the below path to enable the time restrictions for receipt entry Settings --> Finance --> Receipt Entry Time Restrictions --> Select the Branch and click on Get --> Add --> Update the fields and Save Note: If you enable this setting, once the ...
How to enable last year due clearance
If the student is having the Last year due and you set up this settings, First parent/student need to clear the Last year balance after that only can able to pay this year fee. Follow the below path to update the last year due clearance set up ...
Where can we Enable/Disable payment edit access to users
Follow the below path to enable/disable the payment edit access Settings --> Finance --> Edit Payment details Settings --> Add Note: You can give the access to Edit the amount, Receipt No, Receipt Date, Payment mode, Cheque Date, Cheque No, Cheque ...
How to update card swiping charges
You can define the card (Debit card/Credit card) swiping charges, by following the below path Settings --> Finance --> Card Swiping Charges --> Add Note : If the parent wants to pay Rs.10,000 fee Debit Card: Using Debit card (for transactions greater ...
How to update receipt back date entry settings
You can select the back date while collecting the payment. Follow the below path to enable the receipt back date entry settings Settings --> Finance --> Last Date Settings --> Receipt Back date Entry Settings --> Edit Note: You can update the no of ...
How to update concession last date settings
You can define the concession last date settings, upto that date only branch level user can able to give the concession. Follow the below path to update the concession last date settings Settings --> Finance --> Last Date Settings --> Concession Last ...
How to enable more tabs in make payment screen
Follow the below path to enable/disable the options in the make payment screen Settings --> Finance --> Make Payment Tab Settings Note: You can enable/disable the tab settings against the user type
Where to update challan due date settings
Follow the below path to update the challan due dates Settings --> Finance --> Invoice / Challan Settings --> Challan Due date Settings
How to update challan/Invoice templates
Follow the below path to set up the Challan/Invoice templates Settings --> Finance --> Invoice/Challan Settings
How to set up concession approval settings
Follow the below path to update the concession approval settings Settings --> Finance --> Concession Settings --> Concession Approval Settings Note: You can set up maximum upto 4 levels of approval
How to create early bird concession settings
Follow the below path to create the early bird concession settings Settings --> Finance --> Concession Settings --> Early Bird Concession Settings --> Add --> Update the details and Save
How to add new fee types to existing concession type
Follow the below path to add the fee types against the concession type Settings --> Finance --> Concession Settings --> Click on Manage Fee Types --> Select the Type of Fee and Fee Type --> Add
How to create concession settings
Follow the below path to update the concession settings Settings --> Finance --> Concession Settings --> +Concession settings --> Update the fields and Click on Save Note: You will get the concession report against the concession name and the ...
Where can we update the receipt ranges
Follow the below path to update the receipt ranges Settings --> Finance --> Receipt No. Ranges Note: 1) For an Online Fee Receipt, you can select either online system generated fee receipt or a range of your choice. (Online System Generated Receipt ...
Where can we create reasons for receipt cancellation
Follow the below path to create the reasons for receipt cancellation Settings --> Finance --> Create Reasons for Receipt Cancellation --> Add Note: These reasons will be available while cancelling the fee receipt an while updating the fee payment ...
How to create fine amount settings
Follow the below path to create the fine amount settings Method 1: Settings --> Finance --> Create Fine Amount Settings --> Select the Academic year, Branch, Class, Fee type and click on Get --> Click on + symbol against the installment, update the ...
How to add sub types amount to collect the public forms fee
Follow the below path to add the fee amount against the sub type Settings --> Finance --> Create Fee Types --> Other Fee Collection Types --> Create Public Forms & Collect Fee --> Click on + Symbol against the fee type --> Add --> Update the sub type ...
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