Frequently Asked Questions (FAQ)

How to upload using the Download excel template and Upload?

    Fees template is used for the bulk addition of fees in the system

  1. Open the Excel template.
  2. Select the Branch and Click on the “Download Template” tab
  3. Open the Excel template
  4. Fill in all the mandatory fields
    Mandatory fields are:
    1. Head: Select the fees head from the dropdown
    2. Due date: In “dd/mm/yyyy” format
    3. Start Date: In “dd/mm/yyyy” format
    4. Start Date: In “dd/mm/yyyy” format
    5. Amount: Enter the Fees amount
    6. Fees Type: Select whether it is a “Single fees”, or a “Group Fees” from the Dropdown
    7. Display Template: Select the display template from the dropdown
    8. Standard: Select the Standard/ Course from the dropdown
    9. Division: Select the Division from the dropdown.
    10. Student Name: In case Fees has to be added for a specific Student only.
    11. Registration Code: In case Fees has to be added for a specific Student only
    12. Roll no: In case Fees has to be added for a specific Student only
    13. Fees code: The fees with the same fee code should exist in the System UI, if not then a fees with that Fee code should be added from the UI prior to upload.
    14. Partial Payment: Select the ‘Y’ letter from the dropdown to enable partial payment of the fees
    15. Fees Scheme code: Select the Fees Scheme Code from the dropdown
    16. Split payment: Select the ‘Y’ letter from the dropdown to split the fees amount to another account
    17. Seed Scheme Code: Select for the dropdown (Only when split payment is enabled).
    18. Seed Amount: Type the amount to be deposited in the seed account (Only when split payment is enabled).
    19. Reminder Start Date: In “dd/mm/yyyy” format
    20. Reminder mode. (Email/SMS/Notification): Select ‘Y’ to enable the reminder mode or ‘N’ to disable
    21. Frequency. (Daily/Weekly/Monthly): Select from the dropdown.
  5. Save the file on the desktop and click on the “Upload Fees” tab in the UI for Fees
  6. Click on the “Choose file” tab in the new window, Select the File and Click “Upload