Settings

Settings

SETTINGS

In the Settings section, the accountant can configure all the details used in various sections of the system, ensuring centralized control over financial categories and operations for accurate management.     



Step 1: Income Categories

To configure income categories, navigate to the "Income Categories" section. Enter the chosen name for the income category and click the green "OK" button to save the record. The saved record will appear in the right block, where you can edit or delete it using the "Edit" and "Delete" buttons as needed.


Step 2: Expense Categories

Similarly, for expense categories, proceed to the "Expense Categories" section. Enter the name chosen for the expense category and click the green "OK" button to save the record. The saved record will be displayed in the right block, offering options to edit or delete using the respective buttons.


Step 3: Payment Terms

In the "Payment Terms" section, register the payment terms by specifying the number of days set by the school for invoice payments. After entering the information, click the green "OK" button to save. The saved record will appear in the right block, allowing for editing or deletion via the provided buttons.


Step 4: Taxes

To set up taxes, navigate to the "Taxes" section. Enter the details of the taxes to be used across different functionalities, including corresponding amounts and affected accounting accounts. Click the green "OK" button to save the record. The saved record will show in the right block with options to edit or delete as required.


Step 5: Fees

Proceed to the "Fees" section to enter all applicable fees used within the system. Include the fee amount, percentage, and the accounting account it impacts. Check the box if the fee applies to overdue invoices. Click the green "OK" button to save. The saved record will appear in the right block, providing options to edit or delete using the respective buttons.

     

Step 6: Checkout Fees

Under "Checkout Fees," configure additional charges for payments made by credit card or bank transfer. Enter payment conditions, specify whether the fee is by percentage or a fixed amount, and indicate the payment method. Click the green "OK" button to save the record. The saved record will be visible in the right block with options to edit or delete if necessary.


Step 7: Items

Navigate to the "Items" section to register different items applicable to invoices. Enter required data such as category, grades, accounting accounts, and fees. Activate the "Monthly Fee" or "Tuition Fee" button if applicable, and select criteria for applying items to invoices or students. Click the green "OK" button to save. The saved record will be shown in the right block, offering options to edit or delete if needed.


Step 8: Discounts

In the "Discounts" section, enter details for discounts applied to invoices. Click the green "OK" button to save. The saved record will appear in the right block, where you can edit or delete using the provided buttons.


Step 9: Check Printing

To configure bank details for check printing, go to the "Check Printing" section. Click the blue "New" button to enter necessary bank data for check printing. This ensures accurate checks for suppliers and other needs.


Step 10: Parent Portal Manager

Use the "Parent Portal Manager" to configure settings for parent portal suspension. Choose "Default" to suspend based on invoice expiration or "By Days after due date" to set a post-due date active period for the portal. This facilitates effective management of payment timelines.



By following these steps, the accountant can efficiently configure and manage all necessary financial settings within the system, ensuring smooth operations and accurate financial management across the institution.




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