Accounts and setup 9 features
Who can log in, and what they may do.
Accounts and groups, who can log in and what they may do, school details, software options, modules and licence.
A closer look
Users & school details, screen by screen.
Users & school details
Accounts (Address Book)
Ledger accounts other than students – parties, suppliers, banks, expense and income heads. These are the accounts used in Quick Payment/Receipt, Bank Entry, Journal and the fees heads.
- Open Masters > Accounts; search with Search Accounts fields and Search.
- Enter Name, choose Group, enter Opening Bal. and Dr./Cr., and address/contact details if needed.
- Click Save. To edit, double-click a row, change, and save (Account updated).
Users & school details
Accounts Group
Define account groups (headings under which ledger accounts are classified for the Balance Sheet / Profit & Loss).
- Open Masters > Accounts Group.
- Type the group name in Group.
- Either tick This is a Primary Group or pick Under Group.
Users & school details
User Management
Create login users and decide exactly what each user may see and do.
- Open Masters > User Management.
- Enter User Name and Password (click Show to reveal it).
- Either tick Give Full Rights to this user, or untick it and set rights: menu tree ticks plus Add / Modify / Delete /…
Users & school details
Company Info
View/edit the school's own details (name, address, contact, logo, statutory numbers) that print on receipts and reports.
- Open Masters > Company Info (the current company's data loads).
- Edit Enter Name of Company / Firm / organization, address lines, City, State, Pincode, Phone, Mobile, Email, Website…
- Change School Logo if needed.
Everything in this module
9 features, one page each.
4.1
Accounts (Address Book)
Ledger accounts other than students – parties, suppliers, banks, expense and income heads.
4.2Accounts Group
Define account groups (headings under which ledger accounts are classified for the Balance Sheet / Profit & Loss).
4.3User Management
Create login users and decide exactly what each user may see and do.
4.4Company Info
View/edit the school's own details (name, address, contact, logo, statutory numbers) that print on receipts and reports.
4.5Settings (Options)
School-wide switches that change how the software behaves and prints. Normally set once by the vendor/administrator.
4.6Modules on/off
Hide the parts of the menu the school does not use.
4.7Register Now
Activate the software with the licence number given by your vendor, converting demo mode to a registered copy.
4.8Annual Renewal Charges (ARC)
Extend your yearly renewal (support/updates) by entering the extend key issued by the vendor after payment.
4.9Software License On EMI
If the licence was bought in instalments, set up the instalment schedule and activate each instalment with a coupon code…
Videos
Watch it on the real screen.
i-Genius 2.0 : How to Change Session in School / College Management ERP Software
How to Change Session in i-Genius 2.0 : School ERP Software
i-Genius 2.0 : School ERP Software Now with new Dashboard. New Look
I-Genius 2.0 : Multi Language School ERP Software : How to Print Mark Sheet
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.