In order to configure General Settings of the School, please follow the steps mentioned below:

School's General settings cover the following settings of provided modules.

1. Bill Settings 

2. Grade Settings

3. School's Current Academic Session

4. Attendance Settings 

5. Other Settings

6. Communication Settings

7. Receipt Settings

1 Bill Settings


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Bill Settings - In these settings the user can formulate bill settings according to their own convenience.

 

Billing Period (No. Of Months): In this field the user can define how often their fee invoices will be generated. For e.g. If the user charges fees on a monthly basis then enter 1 in this field.

Bill Generation Date: This is the day (in a month) on which the user wants to generate the fee invoices. For eg: if the user wants the bill to be generated on the 5th of every month then they will mention 5 in the specific field.

Due Date for Bill Payment: The user can define the due date (in a month) on which the invoices will be expired. Parents can make payments against these expired invoices till the next invoice generation date. 

 No. Of Billing Cycle(s): Enter the no. of months here that define the school year for which the fee invoices will be generated.

Next Invoice Generation scheduled on: Once you set this date, it will automatically change from that time onward and will generate invoices according to this date which you will set. In case you want to make changes to this date, there is a CAUTION for that: Contact your system administrator if you are unsure about this date.

 The user has to fill the required information as per their requirements and then Save.

 Above settings will enable the user to generate the invoices on a certain day of a month and send to parents. It will also give the ability to the admin to track these invoices.

 After a due date has passed, all the invoices of the current month will be expired till the next invoice generation date. Parents can make payment against these expired invoices till the next invoice generation date and on new invoice generation if payment is still not made then the outstanding amount will be added to the next month's invoice as a balance forwarded value.

 Billing Cycle Completed: Number of times the billing cycle has executed.


2. Grade Settings: 


  • In Grade settings

  • The first option that  a user will see on the screen is "Specify Holidays ". 

  • This option will allow the user to mark any day as a holiday as per their requirement, which is considered as an off/ holiday  for all grades/programs registered in the school during academic session throughout the year.  

  • Once the User will click on the specify holidays icon, they can mark the holidays from the calendar and the specified holidays will display on the teacher’s attendance screen as holidays

Default Seats For Add Grade 

  • This option is available to define students' capacity for each grade/program in this school, 

  • the number of seats can be defined from "Add grade" screen individually for each grade/program.  









3. School’s Current Academic Session:


The user will set the start and end dates for the current academic session


Session Start Date :This is when classes will actually begin

Session End date : This is when classes will be ended



4. Attendance Settings 

Dynamic Statuses for attendance:

This option gives users  the ability to add custom fields for required statuses for attendance that are currently observed in the user’s school.

  • In order to make this setting;

 Add Row > Enter required information or status name and click Save.



Note: Your newly added custom status field for attendance will be added on the attendance screen  and will be available on 'Add Attendance" screen to mark accordingly.   


5. Other Settings 




1. Bypass Approval process for Enrollments  If you select this option, then the system will skip the manual approval process and approve the enrollment request automatically at the time of enrollment application submission from Admin, online admission form & Parent portal.


2. Include fee payment on online enrollments- If you select this option, then the system will take the fee payments with online registrations/enrollments and it will work with immediate fee type only. For e.g. Registration fee/Admission fee. 

3.Display auto payment date selection : If this option is selected , a date selection option will appear on the payment information screen from where the parent can select a specific date for auto payment.


4. Allow Single Transaction on Auto-Payment : If this option is selected, then auto payment process will send one consolidated transaction against all OPEN invoice(S) of a parent 

5.Allow only record purpose option on payment: If this option is selected, then only record purpose option will display on the admin portal payment screen.

6. Select payment method to remove: if the user selects any payment method from the drop down menu (kindly view the below screenshot for reference), the selected payment method will not be displayed on admin dashboard, parent portal and online form screens.


7. Assign unique ID to students: If this option is selected then the system will assign a Student ID to each enrolled student.This ID will be unique for enroll students across the School.


8.Settings For Declaration Note: Enabling this field will show declaration field in online and inperson admissions 


1 Display Status: This option will give the user a drop down method in order to select where the user wants the declaration form to appear. (kindly view the below screenshot for reference)


2 Display type: This option gives the user the ability to make the acceptance of the declaration mandatory or optional. 

Note :Declaration Text added here will be displayed with 'I Accept' checkbox on:

The last step before confirmation (submit) on the online application form.

Enrollment screen (admissions > enrollments > enroll) of the admin dashboard.

Enrollment screen (students > enroll) of the parent portal. 



6. Communication Settings:

 


The admin can select teachers/admins records in Default CC drop down of Communication Settings as per the requirement and SAVE.

Once above setting is done now on Admin Dashboard/Teacher Portal Communication > user can see all the selected teachers in the CC email addresses when they will be sending any email 

 The user or admin can change the selection as per their requirement.

 

7. Receipt Settings

In these settings the user has the ability to select the options that they want to be visible to the parents when they receive any of the receipts.

 Note: Do not change text in the tags as it is system generated and will be replaced by real-time data. eg: {school_name}



Once all the settings are done by the user according to their own convenience. Kindly click on the save button that appears at the bottom of the page.