i-Genius2.0
3.1 Fees setup

Fees Head

Create each fee the school charges (Tuition, Transport, Exam fee...) and decide how often and in which months it falls due.

Fees Head
More in Fees setup
Where to find it
MenuMasters › Fees Head

Steps

  1. Open Masters > Fees Head.
  2. Type the Fees Heading, choose Group Name (a Fees Head Group) and Account Name (the income ledger account the fee is posted to).
  3. Choose Frequency and tick the months in which the fee falls due.
  4. Click Save; double-click an entry to edit; Delete removes it; Excel exports the list.

Fields & options

  • Frequency: Annual, Bi Monthly, Half Yearly, Monthly, One Time, Quarterly, Four Monthly.
  • Months Jan-Dec checkboxes ("Select Months in which this Fees becomes due towards students").
TipMonth count is checked by frequency: Annual = 1 month, One Time = 1, Half Yearly = 2, Four Monthly = 3, Quarterly = 4, Bi Monthly = 6; Monthly has no count check. Otherwise you get Please Select Any ... Month(s).
TipSelect Ledger Account to Post and Fill up Group are required. The ledger list only offers accounts under a fixed set of groups (IDs 26, 27, 3 and their sub-groups – presumably income groups; verify), so create the income ledger in Masters > Accounts first.
Watch outCannot be deleted once used in a Fees Plan or in entries.

See i-Genius 2.0 on your own school's data.

Tell us your classes, your fee heads and how you collect fees today. We show you the same work in i-Genius and the SkoolAI app, on a call or at your school.