L1 Questions
How to create public forms collection fee type
Follow the below path to create the collection fee type Settings --> Finance --> Create Fee Types --> Other Fee Collection Types --> Create Public Forms & Collect Fee --> Add Collection Type Note : 1. In case of School people conducting any events ...
How to copy misc fee type from previous academic year
Follow the below path to copy the miscellaneous fee type from previous academic year to current academic year Settings --> Finance --> Create Fee Types --> Misc Fee Types --> Copy Misc Fee from Previous Academic year
How to create advance fee type
Follow the below path to create the advance fee type Settings --> Finance --> Create Fee Types --> Misc Fee Types --> Wallet / Advance Fee --> Add Fee type You can create the advance fee type for all the fee types, while adjusting the advance fee, ...
How to create last year due miscellaneous fee type
Follow the below path to create the misc fee type to as last year due (All the last year dues will carry forward to current academic year and will show under this fee type head) Settings --> Finance --> Create Fee Types --> Misc Fee Types --> Last ...
How to define misc fee amount to classes
Follow the below path to update the miscellaneous fee amount class wise Settings --> Finance --> Misc Fee to Classes --> Select the Academic year, Branch, Type of Fee and Click on Get --> Update the Misc fee amount class wise against the Misc fee ...
Unable to pay the partial amount
Follow the below path to enable the payment edit option for parent while making the payment Settings --> Finance --> Create Fee Types --> Click on the Fee Type Name --> Select the check box against the "Is allow partial amount for Parent"--> Update ...
Unable to edit the installment amount while generating the receipt
Follow the below path to update the settings against the fee type Settings --> Finance --> Create Fee Types --> Click on the Fee Type Name --> Select the check box against the "Is allow partial amount for accountant"--> Update If you select the check ...
How to convert regular fee type to service based / Pro rata fee type
Follow the below path to convert the existing regular based fee type to pro rata fee type Settings --> Finance --> Create Fee Types --> Monthly Based Fees --> +Convert Existing Fee Type Service based: Fee will be applicable depending on the date of ...
How to create monthly based fee type
Follow the below path to create the service based/Pro rata based fee type Settings --> Finance --> Create Fee Types --> Monthly Based Fees --> Add Fee Type Service based: Fee will be applicable depending on the date of admission and fee will be ...
How to change the fee plan name
Follow the below path to change the fee plan name Settings --> Finance --> Create Fee Plan --> Select the Academic Year, Type of Fee Plan and click on Get --> Click on Edit icon against the fee plan --> Make the necessary changes and Click on Update ...
How to add new class for an existing fee plan
If the same fee plan is applicable to multiple classes, create the class for class and add the remaining classes by following the below path Settings --> Finance -> Create Fee Plan --> Select the Academic year, Type of Fee Plan and click on Get --> ...
How to add segment to existing fee plan
Follow the below path to add the segments to existing fee plan Settings --> Finance -> Create Fee Plan --> Select the Academic year, Type of Fee Plan and click on Get --> Manage Fee Plans --> Click on + Symbol against the fee plan under the Segments ...
How to create segment wise fee plan
You can create the fee plan segment wise Settings --> Finance -> Create Fee Plan --> Select the Academic year, Type of Fee Plan and click on Get --> Manage Fee Plans --> Click on + Symbol against the fee plan under the Segments column --> Select the ...
How to get or take or print fee structure report?
To take or get or print the fee structure report, follow the paths given: Path 1: Settings --> Finance --> Create Fee Plan --> Select the Branch, Academic year, Type of Fee Plan and click on Get -->Click on Print Fee Structure Path 2: Finance-->Fee ...
How to edit installment names
Follow the below path to edit the installment name Method 1: System Admin Access Level Settings --> Finance --> Create Fee Plan --> Select the Academic Year, Type of Fee Plan and click on Get --> Manage Fee Plans --> Click on View settings against ...
How to edit installment details
Follow the below path to edit the Invoice date, Due date, Installment name, Installment start date, End date and the Fee collection account Method 1: Admin Level Access Settings --> Finance --> Create Fee Plan --> Select the Academic Year, Type of ...
How to edit installment amount
Follow the below path to change the installment amount for existing fee plan and also you can add the new installment without modifying the existing installments. Method 1: Admin Level Access Settings --> Finance --> Create Fee Plan --> Select the ...
How to change Invoice dates and due dates
Follow the below path to change the Invoice date and Due date of a fee plan Settings --> Finance --> Create Fee Plan --> Change Invoice & Due Dates
How to copy fee plan
Fee plans can be copied from One branch to Another branch by following the below path Settings --> Finance --> Create Fee Plan --> Copy Fee Plan
How to create Lunch fee plan
Follow the below path to create the lunch fee plan Method 1: Admin Level Access Settings --> Finance --> Create Fee Plan --> Select the Academic year, Type of Fee Plan and click on Get --> Lunch Fee Plan Method 2: Branch Level Access Finance --> Fee ...
How to create Hostel fee plan
Follow the below path to create the Hostel fee plan Method 1: Admin Level Access Settings --> Finance --> Create Fee Plan --> Select Academic year, Type of Fee Plan and click on Get --> Hostel/Mess Fee Plan Method 2: Branch Level Access Finance --> ...
How to create Transport fee plan
Follow the below path to create the transport fee plan Fee plans can be created with the system admin access level or with the branch level access Method 1: Admin Level Access Settings --> Finance --> Create Fee Plan --> Select the Academic year, ...
How to create Regular fee plan
Follow the below path to create the fee plan Fee plans can be created with the system admin access level or with the Branch level access. Method 1: Admin level access Settings --> Finance --> Create Fee Plan --> Select Academic Year, Type of Fee Plan ...
How to unassign bank against branch
Follow the below path to inactive bank details from the fee account Settings --> Finance --> Corporate Banks --> Click on the X symbol on the fee account against the Bank account
How to assign bank to branch
Follow the below path to map the bank account to branch Settings --> Finance --> Corporate Banks --> Select the Branch --> Assign banks
How to assign Fee account to Bank
Follow the below path to map the fee account to bank account Settings --> Finance --> Corporate Banks --> Select the Branch --> Assign Banks --> Click on + Symbol against the bank account --> Select the fee account and Assign
How to add bank account details
Follow the below path to add the bank account details Settings --> Finance --> Corporate Banks --> Corporate Banks --> Add Bank
How to create Payroll entity
Follow the below path to create the Payroll entity Settings --> Finance --> Manage Fee Accounts --> Payroll Entity --> Add Payroll Entity
How to map fee account to Misc fee type
After creating the Miscellaneous fee type, need to map the legal entity to misc fee type by following the below path Settings --> Finance --> Manage Fee Accounts --> Legal Entity to Classes --> Select the Branch, Type of Fee, Fee Type and hit "Get" ...
How to assign Fee account to branches
Follow the below path to assign the fee account to branches Settings --> Finance --> Manage Fee Accounts --> Legal Entity to Branches --> Click on + Symbol --> Select the Fee account --> Assign
How to create fee account
Follow the below path to create fee account Settings --> Finance --> Manage Fee Accounts --> Add Fee Legal Entity
How to create Inventory fee type
Follow the below path to create the inventory fee types Settings --> Finance --> Create Fee Types --> Inventory Fee Types --> Add Fee Type
How to create Other fee collection type
Follow the below path to create other fee collection type Settings --> Finance --> Create Fee Types --> Other Fee Collection Types --> Add Collection Types By using other fee collection fee type, you can collect the fee amount from internal students ...
How to create Miscelaneous fee type
Follow the below path to create the Misc fee types. Settings --> Finance --> Create Fee Types --> Misc Fee Types --> Add Fee Type
How to create Fee type
Follow the below path to create the Fee types. (Example fee types, Tuition Fee, Transport Fee, Lunch Fee, etc..) Settings --> Finance --> Create Fee Types --> +Add Fee Type