More in Getting started
Steps
- After login the dashboard opens full-screen with a greeting, session label, today's collection meter (today's fee collection against a target the program calculates as about 1.2 times this month's running daily average) and a clock with the login time.
- Follow the 4-step school-day route cards: Enquiries (New Enquiry, Enquiry Book), Admissions (New Admission, Student Book), Attendance (Mark Today, Register), Fee Collection (New Receipt, Register, Day Book).
- Use the module cards: Banking (Bank Entry, Register, Cash Book), Receipts & Payments (Quick Receipt, Quick Payment, Registers, Ledger), Fee Reports (Monthly Summary, Head-wise, Concession, Fee Structure, Fees Card, Receipt Book, All Reports), Dues & Reminders (Defaulters, Outstanding, Demand Bill, SMS Templates), SkoolAI Parent App (Upload to App, Online Payments), More (Birthdays, Misc. Fees, Gate Pass, Bus Routes, SMS Templates, Settings).
- Press Ctrl+K (or click the search box) to search for a screen by name and open it. Typing text that is not a screen name offers Student Book; the dashboard code only passes the screen name to the program, so the typed name may not filter the Student Book.
- Use the left rail (Home, Fees, Students, Enquiry, Attendance, Banking, Day Book, Ledger, Dues, Reports, Settings) and the bottom QUICK ACTIONS dock.
- Right panel tabs: Today (fees, cash & bank, attendance, class bars), Recent (latest vouchers – click one to open it) and Alerts (defaulters, pending admissions, absent today, birthdays).
- Refresh button (or F5) reloads the live numbers; the Theme button switches light/dark.
Fields & options
- Cards are shortcuts only – they open the normal screens, and the user's rights are checked as usual (for example New Receipt needs the Fees Receipt Add right).
- Numbers come from the live database (vouchers, students, fees, attendance, enquiries).