How can I create finance category?
At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page.
Here you will be able to view the categories that are available by default.
Click Create Finance Category.
In the Category name field, enter the name of the finance category.
In the Description field, enter a short description of the finance category.
Select the Is this under income? check-box if the finance category is to be categorized as an income. Do not select the check-box if the finance category is to be categorized as an expense.
Click the Create button.
How can I edit or delete finance category?
A finance category can be edited at any time. However, a finance category cannot be deleted if it has been used to create an income or expense transaction. Default finance categories cannot be edited or deleted. At the top of your dashboard, click ...
Fee & Finance Setting
Fee & Finance Admin/Finance user can start setting up fee structure. Complete Finance General Settings: Home > Finance > Finance Settings > General Settings Create financial year and set active financial year: Home > Finance > Finance Settings > ...
How can I Create / Edit / Delete a Fee Category?
Create a Fee category: To create any Fee collection, initially create different fee categories under which different fee types / particulars can be grouped. At the top of your dashboard, click the Module Access ...
How to Create/Edit/Delete the “Fee Category”
Fees will be different for different batches/semesters. The fee category will help institutions to configure this batch-wise. This fee category can be used for scheduling the fee collection date in the next step. To ...
Create a Student Category
Your institution will have a number of student categories, based on different criteria. These categories may include: Boarding category, including day scholar, week boarding and regular boarding Government specified category, including SEN students, ...