Accounts and setup 8 features
Open the school, log in, find everything.
Start the software, choose your company, log in and learn your way around the main window and the live dashboard.
A closer look
Getting started, screen by screen.
Getting started
Select Company (Company Master screen)
Choose which school / session database to open, and manage companies (create, back up, restore, change session).
- The list shows each company/session with its data path and F.Y. From.
- Double-click the company (or select it and press Enter) to open it. The software checks the licence; if the licence EMI…
- To create a new company click the Create Company icon (see Create Company).
Getting started
Create Company
Create a new school database (a new company or a fresh session) with its own first user.
- Click the Create Company icon on the Select Company screen.
- Type Enter Name of Company / Firm / organization (compulsory) and the Basic Details (address, city, state, phone…
- Enter the Session: Books Start on and Year Closing Date.
Getting started
Login Screen
Identify the user. The user's rights decide which menus and buttons appear afterwards.
- Type User Name and Password (the eye icon shows or hides the password; a Caps Lock is ON hint appears).
- Optionally tick Remember me on this PC.
- Press Enter or click Login.
Getting started
Main Window Top Bar and Toolbar
Quick icons next to the menu bar for the dashboard, user, settings and display language. – Steps / icons (left to right near the menu bar; hover for tooltips):
- Open-forms tab strip below the menu: each open screen is a tab (pin it with its dot, close with its x); red x button at…
Everything in this module
8 features, one page each.
1.1
Start-up Screen (Splash)
Shows the product name, release/edition and lets the user pick the display language before the software opens.
1.2Select Company (Company Master screen)
Choose which school / session database to open, and manage companies (create, back up, restore, change session).
1.3Create Company
Create a new school database (a new company or a fresh session) with its own first user.
1.4Login Screen
Identify the user. The user's rights decide which menus and buttons appear afterwards.
1.5Main Window Top Bar and Toolbar
Quick icons next to the menu bar for the dashboard, user, settings and display language.
1.6Dashboard (the live “School Day” screen)
One-screen home page with today's collection, charts, recent vouchers, alerts and one-click shortcuts to daily jobs.
1.7Classic Dashboard
The older tile-style dashboard with Fee Receipts, Fees Card, Payments, Quick Receipt, Banking, Stock, Material Issue…
1.8Change Financial Year
Start the new academic year: creates a NEW company (session) database and carries masters, students and balances into…
Videos
Watch it on the real screen.
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iGenius + Skool AI – Smart Connection for Modern Schools
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.