Configure the Finance Settings

Modified on Wed, 22 Apr 2020 at 03:55 PM

For configuring the Fee Collection, the Admin/Privilege user need to do some basic finance settings which include:

  1. General Settings: To configure settings required to manage the different fees in your institution.

  2. Printer Settings: To configure the printer type and paper size used for printing 

  3. PDF Settings: To configure the details to be shown in the receipt PDF including signature and custom footer text 

  4. Receipt Sets: To create and manage receipt sequences for various fees 

  5. Receipt Templates: To design custom templates with header and footer for fee receipts 

  6. Fee Accounts: To group fees into multiple accounts 

  7. Financial Years: To manage different transactions carried out under a particular financial year.

Steps to configure the general settings are as follows:

  Step 1: Go to Menu > Administration > Finance > Finance Settings

  Step 2: Create a Financial Year.

  Step 3: Create Fee Accounts.

  Step 4: Configure “Receipts Sets”

  Step 5: Configure “Receipt Templates” 

  Step 6: Configure “PDF Settings”

  Step 7: Configure “Printer Settings” 

  Step 8: Configure the “General Settings”

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article