Finance

The admin or user with finance privilege can access multiple functions to set up the structure of the payments, including:

  1. Complete Finance General Settings:  Menu > Finance > Finance Settings > General Settings
  2. Create Financial Year and Set Active Financial Year: Menu > Finance > Finance Settings > Manage Financial Years
  3. Setup Multiple Fee Accounts, Receipt Templates and Receipt Sets: Menu > Administration > Finance > Finance Settings > Fee Accounts

  4. Create Master Particulars and Master Discount: Menu > Administration > Finance > Fees > Master Fees

  5. Create Fee Structure: Menu > Administration > Finance > Fees > Create Fees

  6. Create, Edit or Delete a Liability: Menu > Administration > Finance > Asset Liability Management > Liability

  7. Create or Delete an Income Transaction: Menu Administration > Finance > Transactions > Add income

All these steps and more will be covered in the following finance articles.

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