SchoolAdmin - School Fees Collection & Accounting Software

1. SchooolAdmin Lite 6.0 Documentation WebSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.1 Installing SchoolAdmin Lite 6.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

1.1.1 System Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121.1.2 System Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121.1.3 Running SchoolAdmin Lite 6.0 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.2 SchoolAdmin Administrator Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201.2.1 Defining School Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

1.2.1.1 Creating Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221.2.1.2 Creating Academic Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241.2.1.3 Setting Global Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261.2.1.4 Changing User Interface Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

1.2.2 Working with Master Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301.2.2.1 Creating Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311.2.2.2 Creating Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331.2.2.3 Creating Subject . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351.2.2.4 Creating Class Subjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381.2.2.5 Creating Caste Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421.2.2.6 Creating Caste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441.2.2.7 Creating Fee Slabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471.2.2.8 Creating Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531.2.2.9 Creating Fees Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561.2.2.10 Using Fee Group Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631.2.2.11 Creating Fee Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

1.2.3 Working with Student Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 691.2.3.1 Creating Student Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701.2.3.2 Adding Student Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 731.2.3.3 Searching Student details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 791.2.3.4 Generating Student Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

1.2.4 Defining Fee Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 901.2.4.1 Creating Installment / Term based Fee Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 911.2.4.2 Creating Transprtation Fee Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 991.2.4.3 Creating Monthly Fee structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1111.2.4.4 Creating Annual Fee Structure with Partial Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

1.2.5 Managing Employee Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1301.2.5.1 Adding Staff Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1311.2.5.2 Adding Staff Additional Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1341.2.5.3 Searching Staff Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1371.2.5.4 Exporting Staff Report in Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

1.2.6 Creating Users and Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1431.2.6.1 Logging in as Superuser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1481.2.6.2 Logging in as Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1491.2.6.3 Logging in as Readonly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1511.2.6.4 Logging in as Cashier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1531.2.6.5 Changing Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1541.2.6.6 Working in Teacher Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

1.2.7 Working With Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1581.2.7.1 Working with Top / Header Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1581.2.7.2 Working in Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1591.2.7.3 Working with Widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

1.2.8 Editing or Deleting a record in SchoolAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1631.2.9 Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

1.3 SchoolAdmin User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1641.3.1 Login into SchoolAdmin Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1651.3.2 Working with Student Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

1.3.2.1 Recording Students Monthly Attendance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1661.3.2.2 Printing Attendance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1701.3.2.3 Generating Student Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1741.3.2.4 Exporting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1771.3.2.5 Study Cum Conduct Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1821.3.2.6 Regular Study Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

1.3.3 Creating Application Student . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1891.3.4 Collecting Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

1.3.4.1 Assigning Fee Slabs to Students . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1891.3.4.2 Collecting Fees and Generating Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1931.3.4.3 Collecting different types of Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1971.3.4.4 Fees Collection Points to remember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2061.3.4.5 Printing Fee payment Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2091.3.4.6 Printing Fees Collection Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2121.3.4.7 Reconciling Cheque Fees Collections with bank statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2151.3.4.8 Viewing student or class wise fees collection details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2191.3.4.9 Generating Fee defaulters List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2241.3.4.10 Generating Fees Defaulters Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

1.3.5 Working with Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2261.3.5.1 Creating Accounts Head . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2261.3.5.2 Creating Income / Expense Account Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2291.3.5.3 Creating Income / Expense Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2311.3.5.4 Searching Previous Income / Expense Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

1.3.6 Cash Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2411.3.7 Promoting Students . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2411.3.8 Viewing Academic Year Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2441.3.9 Help for Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

SchooolAdmin Lite 6.0 Documentation WebSite

http://www.marvelsoft.co.in/schoolsoftware/schooladmin-lite-buy-online.html

Installing SchoolAdmin Lite 6.0

To Install SchoolAdmin Lite 6.0 Edition you must have already purchased the License, You need to haveSchoolAdmin 6.0 Installer package downloaded from our download location. or you must have SchoolAdmin Lite 6.0CD with you.

You must follow the below steps to Successfully install SchoolAdmin Lite Edition on your computer.

Step 1: System Hardware RequirementsStep 2: System Software RequirementsStep 3: Starting SchoolAdmin Lite Installation

Step 1: System Hardware Requirements

MarvelSoft SchoolAdmin Lite edition requires minimum hardware configuration as mentioned below.

Intel / AMD Single / Dual Core processor System >2GHzMinimum 2GB RAMMinimum 50GB free disk spaceLaser / Dotmatrix Printer

Step 2: System Software RequirementsWindows XP / Windows Vista / Windows 7 Operating SystemSchoolAdmin Installer / CDSchoolAdmin Lite 6.0 valid License purchased from MarvelSoftAdobe Acrobat Reader 9 or aboveMozilla Firefox 10 or aboveJava JRE 1.6 - windows x86 (JRE 7 is not supported)

Step 3: Starting SchoolAdmin Lite Installation1. Open SchoolAdmin Installer DVD disk in my computer as shown below. double click on setup.exe to begin theinstallation.

You can see setup.exe file in the DVD disk. click on the setup.exe file to begin the installation. you must be logged inas Administrator in Windows before installing SchoolAdmin Lite edition. Before you start the SchoolAdmininstallation, close all other applications running on your system. This will help installing SchoolAdmin server on yoursystem smoothly.

http://get.adobe.com/reader/

http://www.mozilla.org/en-US/firefox/new/

http://www.oracle.com/technetwork/java/javase/downloads/jre6-downloads-1637595.html

2. In this Screen you will see the SchoolAdmin Installation License agreement, read through the license agreementand if you accept the license agreement click on I agree button.

SchoolAdmin Lite 6.0 License Agreement

THIS SOFTWARE REQUIRES THE ISSUANCE OF PURCHASED LICENSE KEYS BEFORE THESOFTWARE MAY BE USED. PLEASE CONTACT THE MARVELSOFT AT [email protected] FOR PRICING INFORMATION. AFTER MARVELSOFT HAS RECEIVED [email protected] ORDER OR AUTHORIZATION WHICH SPECIFIES THE PROPER FEES AND OTHERINFORMATION

Click here to expand...(INCLUDING, FOR EXAMPLE, PLATFORM AND HOST IDENTIFICATION) NECESSARY TO ISSUETHE LICENSE KEY(S), MARVELSOFT WILL ISSUE TO YOU THE LICENSE KEY(S) GOOD FOR THEPERIOD OF TIME SPECIFIED IN SUCH ORDER OR AUTHORIZATION, SUBJECT TO THE PROMPTRECEIPT OF PAYMENT BY MARVELSOFT. ALL RIGHTS GRANTED TO YOU UNDERTHISAGREEMENT AND ANY APPLICABLE ADDENDUM ARE IN EFFECT UNTIL THE END OF THE TIMEPERIOD SPECIFIED IN YOUR ORDER, OR SOONER IF YOU NOTIFY MARVELSOFT THAT YOUHAVE DESTROYED THE SOFTWARE AND ANY AND ALL ASSOCIATED LICENSE KEYS.

IMPORTANT NOTICE -- READ CAREFULLY: This License For Customer Use of SchoolAdmin Softwareis the agreement which governs use of the software of marvelsoft schooladmin computer software andassociated printed materials ("SOFTWARE"). By buying, downloading, installing, copying, or otherwiseusing the SOFTWARE, you agree to be bound by the terms of this LICENSE. If you do not agree to theterms of this LICENSE, do not use the SOFTWARE.

1. DEFINITIONS

1.1 Customer. Customer means the entity or individual that installs the SOFTWARE.

2. GRANT OF LICENSE

2.1 Rights and Limitations of Grant. MarvelSoft hereby grants Customer the following non-exclusive,non-transferable right to use the SOFTWARE, with the following limitations:

2.1.1 Rights. Customer may install and use one copy of the SOFTWARE on a single computer, andexcept for making one back-up copy of the Software, may not otherwise copy the SOFTWARE. ThisLICENSE of SOFTWARE may not be shared or used concurrently on different computers.

2.1.2 Limitations.

No Reverse Engineering. Customer may not reverse engineer, decompile, or disassemble theSOFTWARE, nor attempt in any other manner to obtain the source code.

No Rental. Customer may not rent or lease the SOFTWARE to someone else.

3. TERMINATION

This LICENSE will automatically terminate if Customer fails to comply with any of the terms andconditions hereof. In such event, Customer must destroy all copies of the SOFTWARE and all of itscomponent parts.

4. DISCLAIMER OF WARRANTIES AND LIMITATION ON LIABILITY

4.1 No Warranties. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THESOFTWARE IS PROVIDED "AS IS" AND MARVELSOFT DISCLAIM ALL WARRANTIES,EITHERWHETHER EXPRESS OR, IMPLIED, OR STATUTORY, INCLUDING, BUT NOT LIMITED TO,IMPLIED WARRANTIES OF MERCHANTABILITY AND, FITNESS FOR A PARTICULAR PURPOSE. ,TITLE, AND NON-INFRINGEMENT

4.2 No Liability for Consequential Damages. TO THE MAXIMUM EXTENT PERMITTED BYAPPLICABLE LAW, IN NO EVENT SHALL MARVELSOFT OR ITS SUPPLIERS BE LIABLE FOR ANYSPECIAL, INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING,WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, LOSS OF DATA, BUSINESSINTERRUPTION, LOSS OF BUSINESS INFORMATION, OR ANY OTHER PECUNIARY LOSS)ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE, EVEN IF MARVELSOFTHAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. or losses), even if such Contributorhas been advised of the possibility of such damages.

5. SUPPORT and UPDATES

If you have obtained a license to use SOFTWARE during a defined annual period, you will be entitled toobtain support and updates that MarvelSoft makes available during that annual period, without additionalcharge. If you have obtained a perpetual license to use SOFTWARE (with optional maintenance), youwill only be entitled to support, updates and upgrades if you have also obtained and paid for a validmaintenance agreement.

6. COMPLETE AGREEMENT

YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT AND UNDERSTAND IT, ANDTHAT BY PURCHASING, DOWNLOADING OR USING THE SOFTWARE YOU AGREE TO BE BOUNDBY ITS TERMS AND CONDITIONS.

YOU FURTHER AGREE THAT THIS AGREEMENT, TOGETHER WITH ANY APPLICABLEADDENDUM APPLICABLE TO THE SOFTWARE, IS THE COMPLETE AND EXCLUSIVE STATEMENTOF THE RIGHTS AND LIABILITIES OF THE PARTIES. IN THE EVENT OF CONFLICT, THEPROVISIONS IN AN APPLICABLE ADDENDUM SHALL TAKE PRECEDENCE. THIS AGREEMENTAND ANY APPLICABLE ADDENDUM SUPERSEDE ALL PRIOR ORAL AGREEMENTS, PROPOSALSOR UNDERSTANDINGS, AND ANY OTHER COMMUNICATIONS BETWEEN US RELATING TO THESUBJECT MATTER OF THIS AGREEMENT.

4. Type the product key printed on your SchoolAdmin DVD disk or if you have downloaded the software by makingpayment online. check your email if you have received the product key by EMail.

If you have purchased the MarvelSoft SchoolAdmin Lite 6.0 directly by MarvelSoft, please contact us through emailor by phone with your purchase details to get the product license key.

If you have purchased the product by our Marketing Partners, please contact them with the purchase details to

receive the product license key.

To Activate SchoolAdmin Lite 6.0 License you must have valid license key. You must have internet connection.SchoolAdmin Installer will connect to our license server to activate the license on your system. Before clicking onnext button, turn on your broad band router or 3G data card connection. then type the license key and they click onnext button to continue the installation.

5. Click on the Browse button and select the drive and folder where you would like to install SchoolAdmin Lite. andthen click on next button.

Select the Drive and Folder where you would like to install SchoolAdmin. Ensure that the Drive where you areinstalling the SchoolAdmin Lite has minimum 10GB free Space.

6. Select drive and folder where MarvelSoft SchoolAdmin Lite server has to create daily backup of thedatabase.then click on Ok. then click on Install button. Installation of SchoolAdmin server will begin. Backup foldershould be in a drive where your windows is not installed. If Windows is installed in C drive. select D or E drive andcreate a folder and select that folder to create backup.

SchoolAdmin Server once successfully installed takes daily backup of your data every day at 11.30 AM. In case ofany disk crash, or hardware failure or virus attack. you can always reinstall SchoolAdmin Lite Sever and restore thesaved database.

7. Wait till the Installation completes. The installation progress will be shown till the completion of installation.

8. Click on Finish button. You can see that the installation has been successfully completed. Once you click onFinish. SchoolAdmin server will start and open the login screen in the browser.

9. You can see the below screen. The SchoolAdmin Login page has opened in the Browser.

The default URL for accessing the SchoolAdmin Server is http://localhost:8080/SchoolAdmin

User Name: admin

Password: admin

Enter the user name and password in the login page, you will be taken to the SchoolAdminDashboard.

System Hardware RequirementsMarvelSoft SchoolAdmin Lite edition requires minimum hardware configuration as mentioned below.

Intel / AMD Single / Dual Core processor System >2GHzMinimum 2GB RAMMinimum 50GB free disk spaceLaser / Dotmatrix Printer

System Software RequirementsWindows XP / Windows Vista / Windows 7 Operating SystemSchoolAdmin Installer / CDSchoolAdmin Lite 6.0 valid License purchased from MarvelSoftAdobe Acrobat Reader 9 or aboveMozilla Firefox 10 or aboveJava JRE 1.6 - windows x86 (JRE 7 is not supported)

http://localhost:8080/SchoolAdmin

http://get.adobe.com/reader/

http://www.mozilla.org/en-US/firefox/new/

http://www.oracle.com/technetwork/java/javase/downloads/jre6-downloads-1637595.html

Running SchoolAdmin Lite 6.0 Setup1. Open SchoolAdmin Installer DVD disk in my computer as shown below. double click on setup.exe to begin theinstallation.

You can see setup.exe file in the DVD disk. click on the setup.exe file to begin the installation. you must be logged inas Administrator in Windows before installing SchoolAdmin Lite edition. Before you start the SchoolAdmininstallation, close all other applications running on your system. This will help installing SchoolAdmin server on yoursystem smoothly.

2. In this Screen you will see the SchoolAdmin Installation License agreement, read through the license agreementand if you accept the license agreement click on I agree button.

SchoolAdmin Lite 6.0 License Agreement

THIS SOFTWARE REQUIRES THE ISSUANCE OF PURCHASED LICENSE KEYS BEFORE THESOFTWARE MAY BE USED. PLEASE CONTACT THE MARVELSOFT AT [email protected] FOR PRICING INFORMATION. AFTER MARVELSOFT HAS RECEIVED [email protected] ORDER OR AUTHORIZATION WHICH SPECIFIES THE PROPER FEES AND OTHERINFORMATION

Click here to expand...(INCLUDING, FOR EXAMPLE, PLATFORM AND HOST IDENTIFICATION) NECESSARY TO ISSUETHE LICENSE KEY(S), MARVELSOFT WILL ISSUE TO YOU THE LICENSE KEY(S) GOOD FOR THEPERIOD OF TIME SPECIFIED IN SUCH ORDER OR AUTHORIZATION, SUBJECT TO THE PROMPTRECEIPT OF PAYMENT BY MARVELSOFT. ALL RIGHTS GRANTED TO YOU UNDERTHISAGREEMENT AND ANY APPLICABLE ADDENDUM ARE IN EFFECT UNTIL THE END OF THE TIMEPERIOD SPECIFIED IN YOUR ORDER, OR SOONER IF YOU NOTIFY MARVELSOFT THAT YOUHAVE DESTROYED THE SOFTWARE AND ANY AND ALL ASSOCIATED LICENSE KEYS.

IMPORTANT NOTICE -- READ CAREFULLY: This License For Customer Use of SchoolAdmin Softwareis the agreement which governs use of the software of marvelsoft schooladmin computer software andassociated printed materials ("SOFTWARE"). By buying, downloading, installing, copying, or otherwiseusing the SOFTWARE, you agree to be bound by the terms of this LICENSE. If you do not agree to theterms of this LICENSE, do not use the SOFTWARE.

1. DEFINITIONS

1.1 Customer. Customer means the entity or individual that installs the SOFTWARE.

2. GRANT OF LICENSE

2.1 Rights and Limitations of Grant. MarvelSoft hereby grants Customer the following non-exclusive,non-transferable right to use the SOFTWARE, with the following limitations:

2.1.1 Rights. Customer may install and use one copy of the SOFTWARE on a single computer, andexcept for making one back-up copy of the Software, may not otherwise copy the SOFTWARE. ThisLICENSE of SOFTWARE may not be shared or used concurrently on different computers.

2.1.2 Limitations.

No Reverse Engineering. Customer may not reverse engineer, decompile, or disassemble theSOFTWARE, nor attempt in any other manner to obtain the source code.

No Rental. Customer may not rent or lease the SOFTWARE to someone else.

3. TERMINATION

This LICENSE will automatically terminate if Customer fails to comply with any of the terms andconditions hereof. In such event, Customer must destroy all copies of the SOFTWARE and all of itscomponent parts.

4. DISCLAIMER OF WARRANTIES AND LIMITATION ON LIABILITY

4.1 No Warranties. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THESOFTWARE IS PROVIDED "AS IS" AND MARVELSOFT DISCLAIM ALL WARRANTIES,EITHERWHETHER EXPRESS OR, IMPLIED, OR STATUTORY, INCLUDING, BUT NOT LIMITED TO,IMPLIED WARRANTIES OF MERCHANTABILITY AND, FITNESS FOR A PARTICULAR PURPOSE. ,TITLE, AND NON-INFRINGEMENT

4.2 No Liability for Consequential Damages. TO THE MAXIMUM EXTENT PERMITTED BYAPPLICABLE LAW, IN NO EVENT SHALL MARVELSOFT OR ITS SUPPLIERS BE LIABLE FOR ANYSPECIAL, INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING,WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, LOSS OF DATA, BUSINESSINTERRUPTION, LOSS OF BUSINESS INFORMATION, OR ANY OTHER PECUNIARY LOSS)ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE, EVEN IF MARVELSOFTHAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. or losses), even if such Contributorhas been advised of the possibility of such damages.

5. SUPPORT and UPDATES

If you have obtained a license to use SOFTWARE during a defined annual period, you will be entitled toobtain support and updates that MarvelSoft makes available during that annual period, without additionalcharge. If you have obtained a perpetual license to use SOFTWARE (with optional maintenance), youwill only be entitled to support, updates and upgrades if you have also obtained and paid for a validmaintenance agreement.

6. COMPLETE AGREEMENT

YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT AND UNDERSTAND IT, ANDTHAT BY PURCHASING, DOWNLOADING OR USING THE SOFTWARE YOU AGREE TO BE BOUNDBY ITS TERMS AND CONDITIONS.

YOU FURTHER AGREE THAT THIS AGREEMENT, TOGETHER WITH ANY APPLICABLEADDENDUM APPLICABLE TO THE SOFTWARE, IS THE COMPLETE AND EXCLUSIVE STATEMENTOF THE RIGHTS AND LIABILITIES OF THE PARTIES. IN THE EVENT OF CONFLICT, THEPROVISIONS IN AN APPLICABLE ADDENDUM SHALL TAKE PRECEDENCE. THIS AGREEMENTAND ANY APPLICABLE ADDENDUM SUPERSEDE ALL PRIOR ORAL AGREEMENTS, PROPOSALSOR UNDERSTANDINGS, AND ANY OTHER COMMUNICATIONS BETWEEN US RELATING TO THESUBJECT MATTER OF THIS AGREEMENT.

4. Type the product key printed on your SchoolAdmin DVD disk or if you have downloaded the software by makingpayment online. check your email if you have received the product key by EMail.

If you have purchased the MarvelSoft SchoolAdmin Lite 6.0 directly by MarvelSoft, please contact us through emailor by phone with your purchase details to get the product license key.

If you have purchased the product by our Marketing Partners, please contact them with the purchase details toreceive the product license key.

To Activate SchoolAdmin Lite 6.0 License you must have valid license key. You must have internet connection.SchoolAdmin Installer will connect to our license server to activate the license on your system. Before clicking onnext button, turn on your broad band router or 3G data card connection. then type the license key and they click onnext button to continue the installation.

5. Click on the Browse button and select the drive and folder where you would like to install SchoolAdmin Lite. andthen click on next button.

Select the Drive and Folder where you would like to install SchoolAdmin. Ensure that the Drive where you areinstalling the SchoolAdmin Lite has minimum 10GB free Space.

6. Select drive and folder where MarvelSoft SchoolAdmin Lite server has to create daily backup of thedatabase.then click on Ok. then click on Install button. Installation of SchoolAdmin server will begin. Backup foldershould be in a drive where your windows is not installed. If Windows is installed in C drive. select D or E drive andcreate a folder and select that folder to create backup.

SchoolAdmin Server once successfully installed takes daily backup of your data every day at 11.30 AM. In case ofany disk crash, or hardware failure or virus attack. you can always reinstall SchoolAdmin Lite Sever and restore thesaved database.

7. Wait till the Installation completes. The installation progress will be shown till the completion of installation.

8. Click on Finish button. You can see that the installation has been successfully completed. Once you click onFinish. SchoolAdmin server will start and open the login screen in the browser.

9. You can see the below screen. The SchoolAdmin Login page has opened in the Browser.


User Name: admin

Password: admin

Enter the user name and password in the login page, you will be taken to the SchoolAdminDashboard.

SchoolAdmin Administrator GuideSchoolAdmin Administrator Guide


Defining School Settings

Creating SettingsCreating Academic YearSetting Global ConfigurationChanging User Interface Themes

Working with Master Settings

Creating ClassCreating SectionCreating SubjectCreating Class SubjectsCreating Caste CategoryCreating CasteCreating Fee SlabsCreating FeesCreating Fees GroupUsing Fee Group TypeCreating Fee Amounts

Working with Student Details

Creating Student RecordAdding Student DetailsSearching Student detailsGenerating Student Report

Defining Fee Structure

Creating Installment / Term based Fee StructureCreating Transprtation Fee StructureCreating Monthly Fee structureCreating Annual Fee Structure with Partial Payment

Managing Employee Details

Adding Staff DetailsAdding Staff Additional DetailsSearching Staff DetailsExporting Staff Report in Excel

Creating Users and Roles

Logging in as SuperuserLogging in as ManagerLogging in as ReadonlyLogging in as CashierChanging PasswordWorking in Teacher Login

Working With Menus

Working with Top / Header MenuWorking in Options MenuWorking with Widgets

Editing or Deleting a record in SchoolAdmin

Backup and Restore

About This document

Note

Defining School SettingsAbout This document

Glossary

SchoolAdmin Lite User Guide

Creating Settings

Creating Academic Year

Setting Global Configuration

Changing User Interface Themes

Creating Settings

Move Mouse Pointer on Options in Header menu of the SchoolAdmin Lite

Settings is the first step which school needs to set up before you begin to use SchoolAdmin Lite. Here all the schoollevel settings needs to be done, this will be carried for the complete academic year. You must/need not edit Settingsonce updated unless its required.

Click on . As shown in below figureSettings

. User will be able to view below window.Once its clicked

In Settings as shown in above figure, we have

School MasterSwitch Academic Year

Default SettingsChanging User Interface Themes

Enter all the required information related to school details as shown in above figure.

Important Note:

should be in jpg, gif, png, bmp format format is not supported.School Photo/Logo . jpeg

.School Photo/Logo file size must be less than 25KB

Click on button inside Add school photo. Select photo / logo from the saved location.Add

Click on upload. Once its done user will be able to see the photo / logo of the School.

Finally Click on Update button, user will get .Success Message

Info

Enter the School details correctly as these details will be printed in Reports , Receiptsfromgenerated SchoolAdmin Lite.

Creating Academic Year

Click on b. You will be able to see below window.Switch Academic year Ta

In Switch Academic Year user has to make the changes before he starts using the other modules.As the changesdone here once, will be carried for complete academic year. You must/need not edit Settings once updated unlessits required.

In this tab be maintain the academic year details. Like,

Academic YearStart of your school academic year will be your Profile from Date.End of your school academic year will be your Profile end Date.No of Tests and Terms conducted in the respective academic yearNo of Fee Slabs.No of Transport Slabs.No of Custom Slabs A.No of Custom Slabs B.

You will see a record already created for the current academic year. This record is created by school Admin Lite. Therefore you need not create for the current year. User can edit the academic year details and update it for thecurrent year as shown below.

Click on edit button You can see the below window.

User can edit the details wrt their school. shown in the window above specifies which year currentlyCurrent Yearyou are in. User need not edit the as it is automatically set to switched academic year when ever youCurrent Yearmove ( ) to next/previous year.Switch

In SchoolAdmin Lite we use word for navigating/moving from current year to next year or current year toSwitchprevious year. This will be explained in detail for next academic year.

Finally click on Update button.

Adding new Academic year, Switching to next Academic year, Delete Master records use, all these topics will be covered later as it is required at the end of the academic year.

Setting Global ConfigurationDefault Settings is used for setting up the module display as required by your school requirement. You can

set up,

Fee Payment SettingsStudent's column view display settingsStaff column view display settings

Click on Default Settings, you will be able to see the window as shown below.

Fee Payment Settings

The setting which we make in Fee payment Settings will reflect in fee payment related modules like Fee payment,Fee Amount, Fee payment details, Fee payment reconcile, Student slabs, Students, Staff.

Payment Type - CASH, CHEQUE, DD, NEFT. You can select payment type, this will be set as default in Feepayment, Accounts payment..

Suggestion

Set the payment type depending on which form the payment is done on maximum basis. Thishelps you not to change payment type repeatedly in Admin Master -- Fee payment -- PaymentType

Enable Term Fees - User can enable Terms Fees if they collect Term Fee from students. By enabling TermFees will enable number term check box which you have defined in .. The term checkSwitch academic yearbox will be visible in

1. while defining Term fee amount.Fee Amount

2. In while doing term payment.Fee payment

Enable Fee Slabs - If the user wants define fee structure on grouping students wrt fee slab. They have toenable fee slab which enables the fee slab list in1. for assigning fee slab to fee group.Fee Group2. for assigning the fee slab for which the student belongs to individually.Students3. for assigning the fee slab for which the student belongs to wrt classStudent Slab .

Enable Transport Slab - If the user wants define fee structure of transport fee on grouping students wrttransport slab. They have to enable transport slab which enables the transport slab list in 1. for assigning fee slab to fee group.Fee Group2. for assigning the transport slab for which the student belongs to individually.Students3. for assigning the transport slab for which the student belongs to wrt class .Student Slab4. For to know in which school bus the staff comes to school.Staff

Enable Discount - enable discount only if you have discount payment on annual fee in your school. enablingdiscount enables discount input where the user can give discount on annual fee for the student. 1.Discount field is visible in .Admin Master - Fee Payment

Enable Payment Info - enabling payment info enables input text Payment information in

.1. Admin Master - Fee Payment2. Payment info column in Admin Master - - Fee payment details table. Fee payment Details This helps the user to enter any information related to the fee payment. Like the bank name ,cheque/DD/NEFT number if the payment is done by cheque/DD/NEFT. Therefore you can get this paymentinfo when you export the fee payment details report ( ). ThisAdmin Master - Fee Payment Details - Exportwill be useful for any verification.

Enable Fee Description - enabling fee description enables column in Admin Master - Fee payment. This helps the user to enter any information related to the fee payment. - Fee Payment Details tableDetails

Therefore you can get this fee description when you export the fee payment details report (Admin Master -). This will be useful for any verification.Fee Payment Details - Export

Collection from Admission Date - User can collect the fee of student's from the date of admission, meansthe fee months which are passed before admission date will be excluded for those months the student neednot pay the fee, this is enabled only if you collect the fee from date of admission. Irrespective of admissiondate of the student if your school collects all the months fee then collection from admission date must not beenabled.

Clear Cheques & Clearance Days - We have menu in where Admin Master - Fee Payment Reconcileuser has to reconcile the cheque payments depending on whether they are cleared or bounced. If the userwants to set cleared status for all the cheque payment by School Admin Lite, user can do this by enabling theClear Cheque and entering the number of days within the cheques has to be cleared (Note : User has to be sure that all the cheques will be cleared , if in case any cheque is bounced, then you need to go to Admin

and change the status and update).Master - Fee Payment Reconcile

Clear Cheques Immediately - We have menu in where user hasAdmin Master - Fee Payment Reconcile to reconcile the cheque payments depending on whether they are cleared or bounced. If the user wants toset cleared status for all the cheque payment by School Admin Lite immediately after the cheque payment ,user can do this by enabling the Clear Cheque Immediately (Note : User has to be sure that all the cheques will be cleared , if in case any cheque is bounced, then youneed to go to and change the status and update).Admin Master - Fee Payment Reconcile

Cashier FeePayment Delete Rights - If you want to give rights for User having cashier role authority to

delete the fee payment in , you need to enable Admin Master - FeePayment Details Cashier FeePayment.Delete Rights

Show Custom Fee Slab A & If user wants to define fee structure for students withCustom Fee Slab A- respect to slab other than fee and transport slab, they can enable . And they canshow custom fee slab Aenter the name for the slab in . This will be visible inCustom Fee Slab A 1. Fee Group for assigning to fee group.Custom Fee Slab A2. Students for assigning the for which the student belongs to individually.Custom Fee Slab A3. Student Slab for assigning the for which the student belongs to wrt classCustom Fee Slab A .

Show Custum Fee Slab B & Custom Fee Slab B - If user wants to define fee structure for students withrespect to slab other than fee and transport slab, they can enable . And they canshow custom fee slab Benter the name for the slab in . This will be visible in Custom Fee Slab B1. Fee Group for assigning to fee group.Custom Fee Slab A2. Students for assigning the for which the student belongs to individually.Custom Fee Slab A3. Student Slab for assigning the for which the student belongs to wrt classCustom Fee Slab A .

Student's column view display settings

The Student column view by name only defines to select columns which ever the user wants to display in Student The user can choose the default Student search type and columns to be visible inInfo - Students - Student table.

the student table.

Staff column view display settings

The Staff column view by name only defines to select columns which ever the user wants to display in Admin The user can choose the columns to be visible in the staff table.Master - Staff - Staff table.

Finally Click on Update. You will see the message. Settings Updated Successfully

Changing User Interface ThemesClick on tab. You will see the below window.Themes

Themes tab is provided so that user can have a choice of setting their own Themes from the themes list.

User has to enable the theme buttonClick on update.Automatically, theme get reside on the screen.

User can change the theme of the SchoolAdmin Lite for which ever they like when they login.

The default theme of SchoolAdmin Lite is Classic.

Working with Master SettingsAbout This document

Glossary


Creating Class

Creating Section

Creating Subject

Creating Class Subjects

Creating Caste Category

Creating Caste

Creating Fee Slabs

Creating Fees

Creating Fees Group

Using Fee Group Type

Creating Fee Amounts

Creating Class

Step 1: Goto Masters , Click on Class menu

Declaration of class is required to specify number of classes present in the school.

To Add Students in a ( ), You must first create a class to create Class Subject. OnceVirtual Class Class Subjectsyou create a class then you can add section into respective classes.

Step 2: Once you click on Class menu in the masters, class master will be opened as shown below.

click on button to add new class. In the class table it will show all the classes previously created.Add

Step 3: Once you click on Add, Add/Edit Class window will be shown as below

In the Add / Edit class dialog, you need to provide the details as show in the screen.

Class is the Name of the class, for example for LKG, UKG, I-STD, II-STD etc.,

Weight indicates the level of the class which will be used by the software for its internal uses. for example if thereare 10 - classes in a School, lowest class will have the Weight as 1 and the highest class will have the weight valueas 10. This helps to display class in an order.

Strength value will be used in the Higher versions of SchoolAdmin. In the Lite Edition you can give any value ofyour choice say 50. This value is not used in SchoolAdmin Lite Edition.

Finally, Click on button to create a class. Once the data is saved you will see a Add Class Successfully added. Repeat the above steps to add all the Classes in your School. Once all the classes are added click on message Cl

button to close the Add/Edit window.ose

The Class Master will look as shown below.

Edit or Delete a record

You can edit and change the added record by clicking on Edit icon in Action column.

You can delete the record if created duplicated or not required by clicking on delete icon in Action column.

Creating Section

Step 1: Goto Masters , Click on Section menu

Declaration of Sectionis required to specify number of Section present in a Class.

To Add Students in a ( ), You must first create a section to create Class Subject. OnceVirtual Class Class Subjectsyou create a section in respective classes you need to create subjects.

Step 2: Once you click on Section menu in the masters, class master will be opened as shown below.

click on button to add new Section. In the section table it will show all the sections previously created.Add

Step 3: Once you click on Add, Add/Edit Section window will be shown as below

In the Add / Edit section dialog, you need to provide the details as show in the screen.

Section is the Name of the section present in a class, for example for A, B , C etc.,

Finally, Click on button to create a section. Once the data is saved you will see a Add Section Successfully added. Repeat the above steps to add all the Sections in your School. Once all the sections are added click on message C

button to close the Add/Edit window.lose

The Section Master will look as shown below.

Creating Subject

Step 1: Goto Masters, Click on Subject menu

Declaration of is required to specify which are the subjects taken in the respective classes.Subject

Subjects are used in Marks Card module which is included in the higher version of School Admin.

To Add Students in a Virtual Class ( ), You must first create a subject to create Class Subject. OnceClass Subjectsyou create subjects then you can create Class subjects a virtual class in School Admin Lite.

Step 2: Once you click on Subject menu in the masters, Subject master will be opened as shown below.

click on button to add new subject. In the subject table it will show all the subjects previously created.Add

Step 3: Once you click on Add, Add/Edit Class window will be shown as below

In the Add / Edit class dialog, you need to provide the details as show in the screen.

Subject Name is the Name of the subject, for example English , Kannada , Mathematics etc.,

Short Name is to use the Subject name in short, for example Eng , Kan ,Maths etc.,

Sort Order is the order in which sequence the subjects have to be listed. By sort order value we can haveseparation of subjects between core subjects ie Part-A subjects(Ex : Kannada, English ,Mathematics ) and minorsubjects Part-B subjects(Ex : Moral Science, General Knowledge).

As we have said above, the separation of subject by sort order will be helpful while entering Marks Card of studentwhich is included in higher version of School Admin.

Finally, Click on button to create a subject. Once the data is saved you will see a Add Subject Successfully added. Repeat the above steps to add all the Subjects in your School. Once all the subjects are added click on message C

button to close the Add/Edit window.lose

The Subject Master will look as shown below.




Creating Class Subjects

Step 1: Goto Masters , Click on Class Subjects menu

Declaration of class subject is required to specify number of virtual classes present in the school. Unless classsubject is created user cannot add the students to their respective class in School Admin Lite.

To Add Students in a ( ), You must first create a Class subject . Once you create aVirtual Class Class Subjectsclass subject a virtual class then you can add students into respective classes.

Step 2: Once you click on Class Sucject menu in the masters, class subject master will be opened as shown below.

click on button to add new class subject. In the Class subject table it will show all the class subjects previouslyAddcreated.

Step 3: Once you click on Add, Add/Edit Class Subject window will be shown as below

In the Add / Edit class subject dialog, you need to provide the details as show in the screen.

Select Class is the class for which user is creating a virtual class.

Select Section is the section which are present in the virtual class.

Select Subjects are the subject which are present in respective virtual Class.

Select the subject which are present in the class and click on .Copy

If user has selected wrong subject which is not in the respective selected class, select the copied subject and clickon . Remove

Finally, Click on button to create a Class Subject. Once the data is saved you will see a Add Class Subject . Repeat the above steps to add all the Class subjects in your School. Once all theSuccessfully added message

class subjects are added click on button to close the Add/Edit window.Close

The Class Subject Master will look as shown below.

How to EDIT or DELETE record



Creating Caste Category

Step 1: Goto Masters , Click on Caste Category menu

Declaration of Caste Category is required to specify for which category the caste belongs to.

To Add first we need to add which helps to group castes under respective Caste category.Caste Caste category

Step 2: Once you click on Caste Category menu in the masters, Caste category master will be opened as shown below.

click on button to add new caste category. In the caste category table it will show all the caste categoriesAddpreviously created.

Step 3: Once you click on Add, Add/Edit Caste category window will be shown as below

In the Add / Edit caste category dialog, you need to provide the details as show in the screen.

Caste Category name is the name of the category. Example : GM, 2A, 2B, SC, ST

Caste Category is mandatory while adding caste. Therefore if the user does not know the Castecategory, they can create a dummy category say NA so that they can add caste.

Finally, Click on button to create a caste category. Once the data is saved you will see a Add Caste category. Repeat the above steps to add all the caste categories in your School. Once all theSuccessfully added message

caste categories are added click on button to close the Add/Edit window.Close

The Caste category Master will look as shown below.




The page How to Edit or Delete a record does not exist.Creating Caste

Step 1: Goto Masters , Click on Caste menu

Declaration of Caste is required to specify for which caste the student belongs to. We can get a report of studentswith respect to the Caste / Caste category which is included in higher version of School Admin.

Step 2: Once you click on Caste menu in the masters, Caste master will be opened as shown below.

click on button to add new caste . In the caste table it will show all the castes previously created.Add

Step 3: Once you click on Add, Add/Edit Caste window will be shown as below

In the Add / Edit caste category dialog, you need to provide the details as show in the screen.

Caste name is the name of the caste. Example : Lingayat, Brahmin , Christian , Muslim ,SC etc.,

Caste Description is the details of that particular caste , which is not mandatory to give details.

Caste Category Is the category to which the caste belongs to.

If the user does not know the caste category, they can create a dummy caste category say NA

Finally, Click on button to create a caste . Once the data is saved you will see a Add Caste Successfully added. Repeat the above steps to add all the castes in your School. Once all the castes are added click on message Clos

button to close the Add/Edit window.e

The Caste Master will look as shown below.




The page How to Edit or Delete a record does not exist.Creating Fee SlabsKV Configuration in SchoolAdmin helps you create slab based fees and associate them to the individual students.For example, In your school the fee receipt components are different for New Admission Students and ReAdmission Students ( existing students), then you can create such slabs under KV configuration menu underRegular Fee slabs.

If you also plan to collect Transport Fees or Bus Fees on ROUTE / STOP / Kilometer basis then you can createsuch slabs under transportation slab in KV configuration menu.

Another example, If you want to create discounted slabs for staff children, siblings, in such cases also you candefine such slabs in kv configuration menu and associate the slab with the Fee Group and the individual students forwhom these slabs are applicable. Then in the fees collection menu, when you select a particular student, theSchoolAdmin will show the receipts and the fees which are associated with that student.

Step 1: Goto Masters , Click on KV Config menu

1. 2. 3. 4. 5. 6.

If your school is slab based as mentioned above either for regular fees or for transportation fees, you fee structurecan follow the below steps to create such receipts and collect the fees from the Fee payment menu.

Create Slabs in Masters - KV Config.Create Fee names in Masters - Fee.Create Fee Group in .Masters - Fee GroupDefine Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Step 2: Once you click on KV Config menu in the masters, KV Config master will be opened as shown below.

click on button to add slabs. In the KV Config table it will show all the slabs previously created.Add

Step 3: Once you click on Add, Add/Edit KV Config window will be shown as below

In KV config menu, you can create following types of slabs.

Regular Fee Slabs

It helps you define regular fee slabs such as New Admission, ReAdmission, 10% Discount on Regular Fees, 50%discount, Staff Discount, Sibling discount etc., You can assign any one of this slab to a given student in Regular Feeslabs. Example Config key's and Values are as shown below for Regular Fee Slabs

Config Key Config Value

1 RE ADMISSION FEE

2 NEW ADMISSION FEE

3 STAFF CHILDREN FEE

4 50% DISCOUNT SLAB

5 20% DISCOUNT FEE SLAB

WarningRegular Fee slabs once assigned to a student in the beginning of the academic year, Itmust never be unassigned or changed. If you have assigned wrong slab and you want to change it after the collection of the fees,first you must delete that payment from the fee payment details menu in the admin mastermenu. then unassign the slab for the student from the student slabs menu. then change itto the correct value.Under each slab type, you can only assign one slab to a student. for example, in theregular fee slabs we have 5 Slabs, in this we can assign only only slab to a given student.

Transport Slabs

You can use Transport Slabs type in the KV configuration menu to define Transportation Fees stop wise, route wiseor Kilo meter wise or Slab wise. The transportation slab can be assigned or unassigned any number of times. Basedon the slab assigned, the corresponding slab receipts (Fee Group) will be shown in the Fee Payment menu whilecollecting the Transport Fees for a given student.

When a student opts in for a Transport facility at your school you can assign the Transport slab and when thestudent opts out from the transport facility you can unassign the transport slab. If the student gets relocated to adifferent location, the slab can be changed to the new stop or route, so when you try to collect the fees for the nextterm or month the amount assigned for the new slab will be set to that student. Also, If the student choose to comeonly in the Morning or use transport only in the evening you can create one way travel slabs in the SchoolAdmin todisplay such predefined transport amounts in the fee payment.


1 RAJAJINAGAR STOP

2 BASAWESHWARNAGAR STOP

3 VIJAYNAGAR STOP

4 2 Kilo Meter Slab

5 5 Kilo Meter Slab

6 10 Kilo Meter Slab

7 ROUTE 1 Slab

8 ROUTE 1 20 % Discount Slab

9 RAJAJINAGAR MORNING PICKUP

Custom Fee Slab A / Custom Fee Slab B

In most of the cases we can manage with Regular Fee slabs and Transport Fee slabs. If we need additional slabtypes we can use Custom A or B slabs. For example, We can use Custom Fee Slab A if the hostel facility isprovided in the School. If we assign this slab only to the students who have taken the Hostel Facility, the hostelreceipt will be visible for such students in the Fee Payment menu. Then you can collect that fee amount when thehostel fees payment is received from such students. This receipt wont be visible for the students for whom this Slabis not set.

For Custom Fee Slab B we can use it for collecting Mess Fees from Hostel students and day boarders. Also forBook or Abacus or Extra curricular activities for which the students are specifically opted in.

1.

2.

3. 4.

1. 2.

3.

Note

The fee slabs configuration can be enabled / disabled from the top menu bar options - settings - - under FeePayment options menu. In your school if the fees are common for allDefault Settings

the students class wise and you do not need slab based fees, then you can disable this feature.

Steps to create Fee slabs

Select Fee Slab.

Enter the config key number - No fee slab should have duplicate config key (It is used by the SchoolAdminsystem to uniquely identify a slab, It is just a sequence of numbers under a given config Name).Enter the Config value ie the Regular Fee slab name.Click on Add button. You will get message. Added Successfully

Steps to create Transport slabs

Select Transport Slab.Enter the config key number - No transport slab should have duplicate config key.

3. 4.

Enter the Config value ie the slab name.Click on Add button. You will get message. Added Successfully

In the same you can create slabs under Custom Fee Slab A and Custom Fee Slab B.Under each Config Names, the Configuration Key number must be unique.The total number of all the slabs that you need can be configured in Top Menu - Options -Academic Years, edit your current academic year and increase the number of slabs undereach of the config names.

Searching Existing Fee / Transport Slabs

Select the KV Config Type. You will see the Config Master table as shown below

If you select Fee Slab. You will see below Config table.

If you select Fee Slab. You will see below Config table.




You will not be able to delete slabs once you assign slabs to and students. If youFee Groupneed to delete if all the entries are wrong, then first you must delete any payments against thatparticular fee group if any. then unassign the slab from the student slabs menu for all thestudents whom you have assigned this slab. and then unassign this slab for any group for whichit is assigned.

Creating Fees

Fees are just the Names of the Fee Receipt particulars, which you must define in the Fee's Masters menu. Forexample, In your School, if three different receipts are issued as shown in this sample which has threeFee structurereceipts (Groups) i.e., Annual, Monthly and Term based on the payment mode, Annual receipt has three FeesComputer Fee, Management Fee, Special Development Fee, Monthly Receipt has one Component Tution Fee andTerm receipt has Term Fee.

Then in the Fee Master we have to only define names of these Receipt components as shown in the below table

Sl.No. Fee Name

1 Compute Fee

2 Management Fee

3 Special Development Fee

4 Tuition Fee

5 Term Fee

Step 1: Goto Masters , Click on Fee menu

1. 2. 3. 4. 5. 6.

For making Fee Payment you need to create fee.

Create Slabs in Masters - . KV ConfigCreate Fee names in Masters - Fee.Create Fee Group in .Masters - Fee GroupDefine Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Step 2: Once you click on Fee menu in the masters, fee master will be opened as shown below.

click on button to add new fee. In the fee table it will show all the fee previously created.Add

1. 2. 3.

Step 3: Once you click on Add, Add/Edit Fee window will be shown as below

In the Add / Edit Fee Details dialog, you need to provide the details as show in the screen.

Enter the Fee Name.Enter the Fee Description. Its not mandatory, for your specification you can enter the description.Enter the Account number.

Finally, Click on button to create a fee. Once the data is saved you will see a Add Fee Successfully added. Repeat the above steps to add all the Fee in your School. Once all the fees are added click on buttmessage Close

on to close the Add/Edit window.

The Fee Master will look as shown below.

1. 2. 3.

4.




Note

You will not be able to delete fee once you assign to a given Fees.Fee Amount

Account Number Column is not used in SchoolAdmin Lite edition, you can give any positivenumber. It is only used in higher version of SchoolAdmin to know account wise fee collectiondetails.

Creating Fees Group

Goto Masters , Click on Fee Group menu

Declaration of Fee Group is required to group the on Annual , Term , Monthly , Custom basis. You can seefees Example .Fee structure

For making Fee Payment you need to create fee.

Create Slabs in Masters - . KV ConfigCreate Fee names in .Masters - FeeCreate Fee Group in .Masters - Fee Group

4. 5. 6.

Define Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Once you click on Fee Group menu in the masters, fee group master will be opened as shown below.

click on button to add fee group. In the fee group table it will show all the fee group previously created.Add

Once you click on Add, Add/Edit Fee window will be shown as below

Fee Group with Fee Slab

1. 2. 3. 4.

Follow the below steps to create Fee Group.

Enter the Fee Group Name.Enter the Alias name - this name will be printed in Fee payment receipts.Select the .fee group typeSelect the fee slab.

Finally, Click on button to create a fee group. Once the data is saved you will see a Add Fee Group Successfully. Repeat the above steps to add all the Fee Group in your School. Once all the fee group areadded message

added click on button to close the Add/Edit window.Close

Fee Group with Transport Slab

1. 2. 3. 4.


Enter the Fee Group Name.Enter the Alias name - this name will be printed in Fee payment receipts.Select the .fee group typeSelect the transport slab.



Fee Group with out Slab

1. 2. 3.


Enter the Fee Group Name.Enter the Alias name - this name will be printed in Fee payment receipts.Select the .fee group type



The Fee Group Master will look as shown below.

Info

Fee Group pre fixed by N means New Admission Fee groups.

Fee Group pre fixed by R means Re Admission Fee groups.

Filter on Fee Group Type

Select Fee group type from the list.

You will see the fee group master table as shown below.




Note

You will not be able to delete fee once you create . Fee Amount

Application Fee check box is explained in .Application Students

Using Fee Group Type

Annual

If you want the fee created in Masters - to be collected annual. Then create a Fee group by enabling .Fee Annual

Monthly

If you want the fee created in Masters - to be collected monthly. Then create a Fee group by enabling Monthly.Fee

Term

If you want the fee created in Masters - to be collected term. Then create a Fee group by enabling Term.Fee

Custom

If you want the fee created in Masters - to be collected custom means you can collect any time. Then create aFeeFee group by enabling Custom.

Daily

If you want the fee created in Masters - to be collected on the count of number of days example mess fee.FeeThen create a Fee group by enabling Daily.

1. 2. 3.

4.

Custom + SCFLM Flag

If you want the fee created in Masters - to be collected only for the last month. Then create a Fee group byFeeenabling Custom + SCFLM Flag. The custom fee added to this fee group in Fee payment will be added for lastmonth.

Note

If the Fee Amount is common to all the students, then you need not select slab for the respectivefee group.

If the Fee Amount is different for students, then you need to select the slab for the respective feegroup. This will help you to get the fee group pertaing to the student when you make fee payment in Admin master.

Creating Fee Amounts

Goto Masters , Click on Fee Amount menu

Declaration of Fee Amount is required for making student fee payment. You can make the fee payment only afterdefining fee amount here. You can see Example .Fee structure

For making Fee Payment you need to create fee amount.

Create Slabs in Masters - . KV ConfigCreate Fee names in .Masters - FeeCreate Fee Group in .Masters - Fee Group

4. 5. 6.

1. 2.

Define Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Once you click on Fee Amount menu in the masters, fee amount master will be opened as shown below.

click on button to define fee amount. In the fee amount table it will show all the fee amount previously created.Add

Once you click on Add, Edit Fee Amount Details window will be shown as below

Steps to add Fee amount:

Select the fee for which you are adding amount.Select the fee type. Here all means Custom fee.

1. 2. 3. 4. 5. 6.

1. 2. 3. 4. 5. 6.

3. Select the fee group.

4. Enter the fee amount.

5. Select the classes for which the amount is same.

6. Click on Add button. You will get message.Added Successfully

Define all the fee amount. This will be initial work of the start of the academic year.

Below is an example of creating Fee amount shown with respect to the .New Admission Fee Structure

Annual Fee Amount

Select fee name as Management fee.Select fee type as annual.Select the as N-Annual Fee. It is a new admission fee amount.fee group Enter the amount as 1000.New admission management fee amount is for class LKG to V, click on check box from LKG to V Std.Click on Add button.

fee AmountMonthly

Select fee name as Tution fee.Select fee type as monthly.Select the as N-MonthlyFee. It is a new admission fee amount.fee group Enter the amount as 500.New admission tution fee amount is for class LKG to V, click on check box from LKG to V Std.Click on Add button.

1. 2. 3. 4. 5. 6.

1. 2. 3. 4. 5. 6.

fee AmountTerm

Select fee name as Term fee.Select fee type as term.Select the as N-Term Fee. It is a new admission fee amount.fee group Enter the amount as 1000.New admission term fee amount is for class LKG to V, click on check box from LKG to V Std.Click on Add button.

fee AmountCustom

Select fee name as Uniform fee.Select fee type as all.Select the as General. It is same for new admission and pre admission.fee group Enter the amount as 800.Uniform fee amount for class LKG to X, click on check box from LKG to X Std.Click on Add buttonRepeat the same steps for defining other fee amounts.

1. 2. 3.

1. 2. 3.

4.

Once you add all the Fee amount. You can filter on Fee group or Fee name. As shown below,

Filter on Fee Group

Select Fee Group Type.Select Fee Group.Click on button. Fee amount master gets filled as shown below.Find

The table is restricted to 8 rows.

Filter on Fee Group - Fee Name

Select Fee Group Type.Select Fee Group.Select the Fee name.

4. Click on button. Fee amount master gets filled as shown below.Find

Info

Fee Group pre fixed by N means New Admission Fee groups.

Fee Group pre fixed by R means Re Admission Fee groups.


You can edit and change the added amount only by clicking on Edit icon in Action column.


Note

You will not be able to delete fee once you make .Fee payment for the students

Working with Student DetailsAbout This document

Downloads


Creating Student Record

Adding Student Details

Searching Student details

Generating Student Report

Creating Student Record

Step 1: Goto Student Info , Click on Students menu

Declaration of student is required to specify which class the student belongs.

To Add in a ( ), You must first create Class Subject. Once you create aStudents Virtual Class Class Subjectsvirtual class ie class subject then you can add students into respective classes.

Step 2: Once you click on Students menu in the masters, student master will be opened as shown below.

click on button to add new student. In the Student table it will show all the students previously added.Add

Step 3: Once you click on Add, Add/Edit Students window will be shown as below

In the Add / Edit student dialog, you need to provide the details as show in the screen.

Add the details of the student.(*)mark in front of any label means that field is mandatory , user has to enter the information for that label.

Have a note that Date of birth should be above two and half years for a student to join to the School.

Fill all the required details and mandatory details of the student.

Finally, Click on button to create a student. Once the data is saved you will see a Add Student Successfully. Repeat the above steps to add all the students in your School. Once all the students are addedadded message

click on button to close the Add/Edit window.Close

Adding Student DetailsSearching Student detailsGenerating Student Report

The Student Master will look as shown below.

Note

User cannot / should not delete student once Fee payment is done for the student orattendance is given for the student. As delete of student may cause loss of data.

User should cross check once all the students are added by filtering on class and section.As they can confirm number of students present in respective class-section by last Serialno or by Exporting report.

Adding Student DetailsPersonal Details

Add the personal details as shown in the image.

User has to fill the mandatory fields. Other fields can be filled by user if they have information.

Student ID is the auto generated number.

Joining is from which class the student is studying in your school.Class

Class is the current class in which the student has joined.

Select the and if you have defined Fee structure in School Admin. Else User need not Fee slab Transport slab

select Fee and Transport slab.

After defining Fee structure in SchoolAdmin Lite you can assign slabs to all students in Slab Student Slab section.is defined for grouping and collecting fees for all the student.

should be in jpg, gif, png, bmp format . jpeg format is not supported.Student Photo

.Student Photo file size must be less than 25KB

Click on button inside Add student photo. Select the photo where you saved all the student photo in a folder.Add

Click on upload. You can be able to see the photo of the student.

Address Details

Fill the Address details as shown in the image.

User can select the State and City from the list. If you do not find state or city in the list, please enter manually.

Demography Details

Fill the Demography details has shown in the image.

User can fill these details if they have the information, else later they can collect the information from the studentand update the demography.

Fee Payment Details

Fee payment details tab shows all the Fee payment made for that student.

When the student is added, fee payment details tab will be empty.

Student History Details

We are adding the student to I Std in the example as shown in the figure.student add

In the student history tab, for the columns Previous Leaving Date (Previous School), Previous School Name andPrevious School TC No, Enter the Previous School details of the Student.

Current School Leaving Date, Current School TCNo, Has furnished Certificate,Has Student Transferred details youcan update when this particular student leaves your School. While Adding a new students you can leave thesecolumns Blank.

When a student Leaves your School and Request for a Transfer Certificate, you can record the studentsleaving details in the Student history Tab by filling the below information.

Enter the School leaving date.Enter the Student School TcNo - Tranfer Certificate number being issued to this student.Once the School has given the TC certificate to the student , click on the Has furnished Certificate,HasStudent Transferred check box.Click on update. Once we update these details. The SchoolAdmin will not promote the students who haveleft the school, when we create a next Academic Year and Promote the Students. And the students who havemarked as TC Transfered will not be visible in the Next Academic Year.

Note

In SchoolAdmin Lite 6.0 Edition, You will not be able generate Transfer Certificate Report as it isa Limited Edition.

To Generate the Transfer Certificate you must upgrade to the Higher Version of SchoolAdmin.Contact MarvelSoft for more details.

Grade History Details

When you first time add students to SchoolAdmin, there will not be any entries in the Grade History Tab. Gradehistory gets created when we promote students to the next class in next academic year. Grade history record issystem generated entry. For the Student Priya there is no Grade History entry.

The reason can be -Your School (You) started using the SchoolAdmin Lite from this Academic Year or This is anewly admitted Student for the current year.

Grade History tab is useful to find out how the student has been promoted across academic years. If astudent is studying in your institution for more than one academic year, then you will have records forevery promoted academic year in the Grade history table as shown in the above figure for studentKruthi. In the example shown, Kruthi student was in UKG in 2011-2012 academic year and in 2012-13Kruthi is in I STD.

1. 2.

Grade History is also helps in deleting a student record in the present academic year, when you issueTC to the student for Last Academic Year . You may get into this situation during theafter Promotionsbeginning of the Academic Year, where you may not have the details of who will be leaving the Schoolbefore promotion and switching to next year..

Help

The details given in help, helps the user to add student following a proper procedure.

Searching Student detailsClass

User can Filter Student on Selecting Class.

Select the class.Click on Find button.

Example : If I Std has Section A and Section B. Filtering on will help you to fetch all the students of both ClassSection A and B of Class I Std.

1. 2. 3.

Class - Section

User can Filter Student on Selecting Class and Section .

Select the class.Select Section.Click on Find button.

Example : If I Std has Section A and Section B. Filtering on will help you to fetch all the Class - Section ( I Std A ) students of Section A of I Std.

1. 2. 3. 4.

Class - Section - Student

User can Filter Student on Selecting Class , Section and Student .

Select the class.Select Section.Select Student.Click on Find button.

If you want to update individual record of a student. You can find the Student by name edit the student details andupdate the details.

1. 2.

Student Id

User can find the student by Student Id.

If User does not know which class the Student belongs to they can find student by entering the Student Id.

Enter the Student Id.Click on Find button.Hence the user can get to know for which class and section the student belongs to.You can edit and updatethe Student details.

Admission Number

1. 2. 3.

1. 2. 3.

User can find the student by Admission number.

If User does not know which class the Student belongs to they can find student by entering the Admission Number.

In Search Student By select .AdmissionNumberEnter the Admission Number .Click on Find button.Hence the user can get to know for which class and section the student belongs to.You can edit and updatethe Student details.

Application Id

User can find the student by Application number.

If User does not know which class the Student belongs to they can find student by entering the ApplicationNumber.

In Search Student By select .ApplicationIDEnter the Application Number .Click on Find button.Hence the user can get to know for which class and section the student belongs to.You can edit and updatethe Student details.

1. 2. 3.

Student Name

User can find the student by Student Name.

If User does not know which class the Student belongs to they can find student by entering the IfStudent Name. the User does not know the full name of the student, they can enter the Starting Letter (Case Sensitive) and click onfind. You will get the Students with the Letter or name you have entered irrespective of Class and Section.

In Search Student By select .StudentNameEnter the Student Name.Click on Find button.

Hence the user can get to know for which class and section the student belongs to. You can edit and updatethe Student details.

1. 2. 3.

Father Name

User can find the student by Father Name.

If User does not know which class the Student belongs to they can find student by entering the If theName. Father User does not know the full name of the parent , they can enter the Starting Letter (Case Sensitive) and click on find.You will get the Students with the Letter or father name you have entered irrespective of Class and Section.

In Search Student By select .FatherNameEnter the Father Name.Click on Find button.


1. 2. 3.

Mobile Number

User can find the student by mobile Number.

If User does not know which class the Student belongs to they can find student by entering the If. Mobile Numberthe User does not know the full mobile number , they can enter the Starting Number and click on find. You will getthe Students with the mobile number you have entered irrespective of Class and Section.

In Search Student By select .MobileNoEnter the mobile number.Click on Find button.


1. 2.

3.

Generating Student Report

Students Menu

User can export the Student details in a report format.

This will be useful for the School to maintain record of all Student with respect to the Class and Section. By this usercan even get to know the number of students present in respective class.

We have already shown how to add students, once all the students are added in a class you can export the studentdetails.

Steps to Export Student Details

Select the Class and Section.Click on Find button. You will be able to see all the students present in respective class and section you haveselected.

Click on Export button.

4. Click on OK button.5. You will be able to view the report as shown below.

Edit Document

MarvelSoft High SchoolEnter School Name#384 , 19G Main, 1st Block ,Rajajinagar

Student Details of the Academic Year-2012-13

StudentId

Admn No Class Section Student Name DOB Gender

8 111 I Std A Arnav 7/10/2007 Boy

18 235 I Std A Aryan 7/10/2007 Boy

20 237 I Std A Kanasu 7/10/2007 Girl

13 333 I Std A Keerthi 7/10/2007 Girl

15 125 I Std A Kishore 7/10/2007 Boy

1 101 I Std A Kruthi Shetty 7/31/2007 Girl

21 222 I Std A Manasa 7/10/2007 Girl

3 103 I Std A Priya Patil 7/19/2007 Girl

16 126 I Std A Ramakanth 7/10/2007 Boy

9 114 I Std A Ramya 7/10/2007 Girl

6 123 I Std A Ravish 7/17/2007 Boy

The above report is restricted to display only 20 rows and 10 columns.

User can get important details of all the student in School Admin Lite actual report.

Defining Fee StructureAbout This document

Downloads


Creating Installment / Term based Fee Structure

Creating Transprtation Fee Structure

Creating Monthly Fee structure

Creating Annual Fee Structure with Partial Payment

Creating Installment / Term based Fee StructureIn this example, There are two types of fees; they are Regular Fee/Management Fee and Total Fee. Student canpay fee either in Regular Fee/Management Fee in 4 installments or Total Fee (one time payment)regular Fee/Management Fee contains different fees such as Special Development Fund, tuition, computer etc., Total Feecan be paid as total installment fee or total management fee. For grades I to IV STD and V to VII STD, there is aseparate fee called Special Fee (SPEC FEE). In Special Fee, there are many fees which is given in the below table.

L K G/U K G I INST II INST III INST IV INST

S D F 1000 0 0 0

TUITION 800 800 800 800

COMPUTER 0 0 0 0

M G T 1200 1100 1100 1100

TOTAL 3000 1900 1900 1900

I TO IV STD I INST II INST III INST IV INST

S D F 1000 0 0 0

TUITION 800 800 800 800

COMPUTER 300 300 300 300

SPEC FEE 3 0 0 0

TOTAL 3100 2100 2000 200

Let us define the above fee structure in SchoolAdmin. To define the above fee structure follows the steps below:

Demo School wants receipts separately for Regular Fee, Total Fee and Management Fee. As Regular Fee andManagement Fee can be paid installment wise for L.K.G/U.K.G,I to IV Standard and V to VII standard. Here weconsider L.K.G/U.K.G as Nursery, I to IV standard as Primary, V to VII standard as Middle School. While creatingFee Groups in SchoolAdmin we use prefixes to have unique name for fee groups to represent receipts for eachinstallment.

For L.K.G/U.K.G considering it as Nursery so we prefix it as N,For I to IV STD considering it as Primary we prefix it as P,For V to VII STD considering them as Middle school we prefix it as M.

For L.K.G/U.K.G prefix for I to IV installments is N. For Regular fees that are paid in 4 installments define 4 uniquefee groups as shown below in the table. For Management Fees that are paid in 4 installments define another 4 feegroups with prefix as N and suffix as M G T since we need separate receipt for management fees for NURSERYand fee groups have to be unique. Assign both regular fee installment groups and management fee installment feegroups to installment slab.

FEE GROUP NAME FEE SLAB NAME

N-I-INST INSTALLMENT

N-II-INST INSTALLMENT

a. b.

N-III-INST INSTALLMENT

N-IV-INST INSTALLMENT

Create slabs in KV Config Master. Since Demo School wants receipts for Installment fee and for Total Fee. Hencewe are creating two slabs in KV Config Master.

INSTALLMENTTOTAL

Create Fees in Fees Master. For I to IV standard we have a special fee of Rupees 3/-So we are creating a separatefee called MEDICAL in Fees Master. For V to VII standard we have special fee of rupees 35 and in that there aredifferent fees such as sports, med, k nidhi etc., So we create fees that is related to special fee. We need to createfees which are given in the following table:

FEE NAMES

S D F

TUITION

COMPUTER

TOTAL

ADMISSION FEE

SPEC FEE

Create Fee Groups in Fee Group Master. We need to create 30 Fee Groups as given in the below table.

FEE GROUP NAME FEE SLAB NAME





P-I-INST INSTALLMENT

P-II-INST INSTALLMENT

P-III-INST INSTALLMENT

P-IV-INST INSTALLMENT

M-I-INST INSTALLMENT

M-II-INST INSTALLMENT

M-III-INST INSTALLMENT

M-IV-INST INSTALLMENT

Create Fee Amount in Fee Amount Master. We create fee amounts which is given in the below tables.

L K G/U K G N-I-INST N-II-INST N-III-INST N-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

M G T 1200 1100 1100 1100

TOTAL 3000 1900 1900 1900

I to IV STD P-I-INST P-II-INST P-III-INST P-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

SPEC FEE 3 0 0 0

COMPUTER 300 300 300 300

M G T 997 1000 900 900

TOTAL 3100 2100 2000 2000

V to VII STD M-I-INST M-II-INST M-III-INST M-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

COMPUTER 300 300 300 300

ADMISSION FEE 5 0 0 0

SPEC FEE 35 0 0 0

M G T 960 1000 1000 900

TOTAL 3100 2100 2100 2000

Assign slabs to students in Student Slab Master.

Create slabs in K V Config Master

In K V Config Master, we are creating two slabs one is for Installment Fee and the other one is for Total Feebecause Demo School wants receipts for Installment fee and for Total Fee.. To create Fee slab in K V ConfigMaster.

Click on master

Click on K V Config

a. b. c.

Click on symbol

Select the config name as FEE_SLABType Config Key as 1Type config value as INSTALLMENT

Click on ADD Button

Create Fee in Fees Master

For I to IV standard we have a special fee of Rupees 3/-So we are creating a separate fee called MEDICAL in FeesMaster. For V to VII standard we have special fee of rupees 35 and in that there are different fees such as sports,med, k nidhi etc., So we create fees that is related to special fee.

Click on Fee.

Click on symbol.Type S D F as FEE NAME.Click on Add Button

Repeat the above steps for creating other fees given in the below table

FEE NAMES

S D F

TUITION

COMPUTER

TOTAL

ADMISSION FEE

SPEC FEE

a. b. c. d.

Create Fee Groups in Fee Group Master

Click on fee groups

Click on Add SymbolType the fee group name as N-I-INSTAlias as I-INSTCheck mark set fee group as ANNUALSelect installment from FEE SLAB List

Click on ADD button as shown below

Repeating the above steps for creating 30 fee groups. Here all the fee groups are annual fee group. Refer the belowtable while creating these 30 Fee Groups.


a. b. c.




P-I-INST INSTALLMENT

P-II-INST INSTALLMENT

P-III-INST INSTALLMENT

P-IV-INST INSTALLMENT

M-I-INST INSTALLMENT

M-II-INST INSTALLMENT

M-III-INST INSTALLMENT

M-IV-INST INSTALLMENT

Create Fee Amount in Fee Amount Master

Click on fee amounts

Click on SymbolSelect the fee SPECIAL DEVELOPMENT FUNDSelect Fee Type as ANNUAL and Fee Group as N-I-INSTAs per the following fee amount table table for Nursery (L.K.G & U.K.G), Special DevelopmentFund (S.D.F) Fee that we created in Fees Master and Fee Group as N-I-INST, Fee Amount is1000.same way for Nursery (L. K.G & U.K.G) tuition fee and fee group N-I-INST is 800.

Click on Add Button

Repeat the above steps for creating the other fee amounts as per the following table

L K G/U K G N-I-INST N-II-INST N-III-INST N-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

M G T 1200 1100 1100 1100

TOTAL 3000 1900 1900 1900

I to IV STD P-I-INST P-II-INST P-III-INST P-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

SPEC FEE 3 0 0 0

COMPUTER 300 300 300 300

M G T 997 1000 900 900

TOTAL 3100 2100 2000 2000

V to VII STD M-I-INST M-II-INST M-III-INST M-IV-INST

S D F 1000 0 0 0

TUITION 800 800 800 800

COMPUTER 300 300 300 300

ADMISSION FEE 5 0 0 0

SPEC FEE 35 0 0 0

M G T 960 1000 1000 900

TOTAL 3100 2100 2100 2000

Assign slabs to students in Student Slabs Master

Follow the below steps to assign a slab for a student:

Click on Students Information Menu.Click on Student Slabs.

Select a student Aiyyappa K.B who is in grade L.K.G and section A. Assign Fee Slab as INSTALLMENT inthe Fee Slab column.Click on Update button.

When you go to Fee Payment in Admin Master and select the same student, you can see that Fee Group list willhave fee groups that are assigned to grade (L.K.G and U.K.G).

When you click on the Fee Group. Fee Amount will be updated in the Fee Amount Table as per fee structure.

Creating Transprtation Fee Structure

MarvelSoft SchoolAdmin provides easier way of defining Schools Transport Fee Structure. Each School has its ownTransport Fee Structure. Transport Fee can be paid monthly.

Demo School Transport Fee Structure

Demo School Transport Fee Structure has bus stop and amount is assigned to each bus stop. We need to assignamounts to students coming from these bus stops. This Transport Fee is paid monthly. Below table shows ten Bus Stop and their amounts.

Bus Stop Amount

O’ Grady Whitefield 1,150.00

Hoody 5,50.00

Deepa Hospital 7,50.00

Thugakarapalya 5,50.00

Golconda Chimney 1,150

Ferns City 1,250.00

R.H.B Colony 7,50.00

A. Narayanapura 1,150.00

Ayyappa Nagar 5,50.00

ITI Gate 1,150.00

To define the above fee structure, follow the below steps:

1. Create Transport Slabs in KV Config Master.

2. Create Bus Fee in Fee Master.

3. Create Bus Fee Groups in Fee Group Master.

4. Create Fee Amounts in Fee Amount Master.

Step 1: Create Transport Slab in K V Config Master.

In this example we are creating 10 Transport Slabs using their Bus Stop Names as given in the below table.,

Bus Stop Names

O’ Grady Whitefield

Hoody

Deepa Hospital

Thugakarapalya

Golconda Chimney

Ferns City

R.H.B Colony

A. Narayanapura

Ayyappa Nagar

ITI Gate

Follow the below steps to create a Transport slab in KV Config Master.

Go to Masters Click on KV Config

Once you click on KV Config the Config Master will open

Click on button to Add Transport Slab.

Select Config Name* TRANSPORT_SLAB

Enter Config Key 1

Enter Config Value O’ GRAY WHITE FIELD,it is bus stop name.

Click on Add button to Save the Transport_slab.

Note: Repeat the above steps for creating other 9 transport slabs by adding values which is given in the belowtable.


2 Hoody

3 Deepa Hospital

4 Thugakarapalya

5 Golconda Chimney

6 Ferns City

7 R.H.B Colony

8 A. Narayanapura

9 Ayyappa Nagar

10 ITI Gate

Step 2: Creating Bus Fee name.

Go to Masters Click on Fees

Once you Click on Fees the Fee,the Add/Edit Fee details will open.

Enter Fee Name* BUS FEE

Enter Fee Description

Enter Fee Account No 2

Click Add Button to Save.

Step 3: Creating Bus Fee Groups in Fee Group Master.

Go to to Masters Click on Fee Groups

Once click on the Fee Groups Add Edit Fee Group Window Will open.

Enter Fee Group Name*(Bus Stop name) 'O’ GRADY WHITEFIELD

Enter Alias Name Bus fee.

Check Monthly and enter number of months 12

Set Transport Fee Slab O’ GRADY WHITEFIELD

Click on Add button to Save the Transport fee Group.

Note: Repeat the above steps for creating other 9 other Fee Group by giving their Bus Stop Name as their Feegroup Name and by selecting corresponding Transport Fee Slab that we created in KV Config Master.

If you give Alias as Route Name, while generating receipts in fee payment and fee reports. It will display the valuegiven in the Alias field.

When Transport Fee is collected monthly wise then need to specify the no of months transport fee is collected.Please specify no of months transport fee is collected in No Months field.

Example: If you are collecting transport fee for 10 months, then you need specify the NO. Month’s as 10.

Step 4: Creating Fee Amount for the fee Bus fee and fee group 'O'Grady whitefield.

Go to Masters Click on Fee Amount

Once you Click on Fee Amount the Fee Amount Master will open

Click On to add fee amount.

Select Fee as BUS FEE.

Select Fee Type as Monthly Fee.

Select the Fee Group 'O' GRADE WHITEFIELD.

Enter the Amount RS 1150

According to the above Transport Fee Structure Table, for pick up point O’ Grady Whitefield, fee amount is 1,150/-this amount should apply to all grades. Hence check mark all grades.No need to check any months becausetransport fee amount for all the months is same amount i e RS 1150.

Click on Add button to save the Fee Amount.

Repeat the same step for all Fee Groups (all bus stops) to assign Fee Amounts

Note :While assigning the fee amount for all fee groups(bus stops) use the only one fee name BUS FEE

Step 5: Assign transport Slab to Student.

Go to Student information Click on Student Slabs

Once you Click on Student Slabs the Student Slab Master will open.

Select Class,Section Click on Find button,all the student records will displayed of particular class and section.

In the Transport Fee Slab column set the transport fee slab(bus stop) for each student and those who are not usingbus leave blank(select). for example in this screen shot Poornima LJ not using bus and Praveen Prabhu is using thebus,coming from 'O' GRADE WHITEFIELD bus stop.

Click update to save the transport slabs assigned to students.

Repeat the same steps for all the classes.

Step 6:Collecting Transport fee and Generating Receipts

Go to Admin Master,Click on Fee Payment menu

Once you click on the Fee Payment menu the fee payment window will open.

Select Class,Section and Student

Select Fee Group as 'O' GRADE WHITEFIELD

Select month APRIL .

Click on Pay fee you will get the message Fee payment made successfully.

Click on Print to Print receipt

Click on Close button to close the receipt.

if the student Paying more than one month check more than one months at a time. and you can observe APRILmonth is inactive means already paid.

Click on Print to print the receipt.

Click on Close button to Close the Receipt.

Creating Monthly Fee structureCreate Fee Name

Step 1: Go to Masters Click on Fee Create FEE name Called Tuition

Step 2: Click on Fees,the Fee Master will open.

Step 3:Click on button, the Add/Edit Fee details window will open.

Enter Fee Name* TUITION FEE,

Enter Fee Description

Enter Account Number, It is the Fee Account no which is used to maintain Monthly Fee.

Step 4: Click Add Button to save the Fee Name

Tuition fee Added Successfully will display and tuition fee record is created

Step 5: Update and Delete Fee Name

At the right side of the each fee records we can find the Edit and Delete icons.

Click Edit button to edit Fee record.

Click on update button to save the changes.

Click on Delete button to Delete the record.

Click on Yes to Delete the Fee record and Cancel to Cancel the deletion.

Note: Don't Edit Fee Name after assigning fee amount to this Fee.

Create Monthly Fee Group

Step 1: Go to Master Click on Fee Group to Create Monthly Fee Group

Step 2: Click on Fee Groups the Fee Group Master will open.

Step 3:Click on ADD button the Add/Edit window will open.

Enter the Fee Group Name* MONTHLY FEE

Enter Alias Name Tuition Fee,It is receipt name print on the receipt.

Set the Fee Group Type Monthly and enter the No of Months 12

Step 4:Click Add button to save the Fee Group name.

Step 5: Update and Delete the Fee Group records.

At the right side of the each fee group records we can find the Edit and Delete icons.

Click Edit button to Edit the Fee Group

After update the record click on update to save the changes.

Click on Delete button to delete the Fee Group the delete conformation window will open.

Click Yes button to delete the button and Cancel button to Cancel deletion.

Note:Don't update fee group information after Fee Amount assigned to fee group.

Assign Fee Amount to Fee Group

Step 1: Go to Master Click on Fee Amount to Create Fee Amounts

Step 2: Click on Fee Amount, the Fee Amount Master will Open.

Step 3:Click on Add button to open Add/ Edit Fee Amount Details.

Select Fee TUITION FEE from fee list,select Fee Type as MONTHLY,Select Fee Group MONTHLY,Enter feeAmount

Select class which are applicable to this Amount, In this case class L K G and U K G students will pay Rs 600 everymonth in the name of TUITION FEE

Step 4:Click Add button to save the fee amount.

Repeat the same step for all the classes.

Here there is one more option Month,this is used in case fee amount is not equal for all months.

If no months are selected it means the amount is equal for all the months.Amount is different for different months forexample Amount for April month 700 and

Amount for May month is 800 we need to create separate fee amount for both months.For April Month,select fee,feegroup,enter amount 600,select month APRIL

then select class L K G and U K G.Click add button to save fee amount.

Repeat the same steps for May month also.

Repeat the same steps for all the Months and Classes.

Step 5: Edit and Delete fee amount records.

At the right side of the each fee amount records we can find the Edit and Delete icons.

Click edit button to edit fee amount records. In fee amount we can update only Amount field ,in case wrong entry inany other fields we need to delete the fee amount record and recreate the fee amount once again.

Here i updated the amount Rs 900 with RS 600 and Click Update button to save the changes.

Click on Delete icon to delete the record.

Click on Yes button to delete Cancel button to cancel deletion.

Monthly fee Collection Steps

Step 1: Go to Masters Click on Fee Payment .

Step 2: Click on Fee Payment menu Fee payment window will open.

Select class,section and student.

Select Fee Group MONTHLY FEE.

Select the month Apr.The fee Amount table will displayed.

Click on Pay Fee button to complete the Fee Payment

Click on Print button to print the receipt.

Click on close button to close the receipt.

Here we can collect two or more number of months at one time as fallows

Repeat the step :1 and step :2.After selecting fee group select three months at a time and moreover you canobserve April Month it is hided which indicates already paid.

Click Pay Fee button to complete fee payment.

Click on Print button to print the Receipt.

Click on Close to close receipt

Creating Annual Fee Structure with Partial Payment

Creating Annual Fee Structure with example

The Demo School has following fee structure for the and StudentsLKG UKG

1. 2. 3. 4.

5.

6.

7.

New Admission Re Admission

Admission fee 100 100

Tuition fee 3200 3200

Library fee 200 200

Sports fee 100 100

Registration fee - 500

Application fee - 100

Total 3600 4200

In this Case there is separate fee structure for New Admission And Re Admission Students are in the sameclass.Application Fee and Registration fee are extra collecting for New Admission students.

To define the above Fee Structure fallow these below steps.

Create two Fee Slabs New Admission and Re Admission.Create Fee Names.Create two Fee Groups New Admission Fee And Re Admission Fee.Assign Fee and Fee Amounts separately for both the Fee Groups New Admission Fee And Re AdmissionFeeAssign New Admission Slab For New Admission students and Re Admission Slab For New Admissionstudents.Collect Fee from Fee Payment in two modes one Full Payment one time and another mode is Partially two orthree time as per the parent's Convenient.Generate Receipts.

Step 1: Creating Fee Slabs

Go to Master->KV Config->Click On button.

Select Config Name FEE_SLAB

Enter Config Key 1

Enter Config Value NEW ADMISSION

Click On Add button to Save.

Repeat the Same Steps to Add RE ADMISSION Slab also.

Select KV Config Type FEE_SLAB,The Added Slabs Are Displayed as follows.

To Edit or Delete Using Edit Delete buttons.

Step 2: Creating Fee Names.

Go to Masters->FEES->Click on button.

Enter the Fee Name ADMISSION FEE

Enter Fee Description any description.

Enter Account No 1 for demo purpose.

Click on Add button to Save the Fee Name.

Use the same steps to Add Library Fee, Sports Fee,Tuition Fee,Registration Fee,Application Fee.

To Edit or Delete Using Edit Delete buttons.

Step 3:Creating Fee Groups.

Go to Masters->Fee Groups->Click on button.

Enter Fee Group Name NEW ADMISSION FEE.

Enter Alias Name ANNUAL FEE.

Set Fee Group Type Annual.

Select Fee Slab NEW ADMISSION.

Click On Add button to Save the Fee Group.

Repeat the Same Steps to to Create RE ADMISSION FEE group also.

Select Fee Group Type Anual

Creating Fee Amounts for both New Admission Fee and Re Admission fee Groups.

New Admission Re Admission

Admission fee 100 100

Tuition fee 3200 3200

Library fee 200 200

Sports fee 100 100

Registration fee - 500

Application fee - 100

Total 3600 4200

In the Fee Amount table Admission fee,Tuition fee,Library fee and Sport fee applicable for both New Admission andRe Admission Students.So assign these fees and respective amounts to both NEW ADMISSION FEE and READMISSION FEE groups. Registration fee and Application fee applicable only for New Admission fee,assign thesetwo fee and respective amounts to only NEW ADMISSION group.

Go to Masters->Fee Amount->Click on button.

Select Fee ADMISSION FEE

Select Fee Type ANNUAL

Select Fee Group New ADMISSION FEE

Enter the amount Rs 100

Select the Class LKG UKG

Click Add button to Save the Fee Amount.

Now you assigned Admission fee amount Rs 100 to New Admission fee group.

Repeat same steps for all the fees by selecting same fee group NEW ADMISSION FEE and entering the respectiveamount,

After completion of adding all fee amount for NEW ADMISSION FEE Repeat same Steps for RE ADMISSIONFEE.In Re admission case no need assign amount for Registration fee and application fee because Readmissionstudent will not pay these fees.

Managing Employee Details

About This document

Downloads


Adding Staff Details

Adding Staff Additional Details

Searching Staff Details

Exporting Staff Report in Excel

Adding Staff Details

Step 1: Goto Admin Master, Click on Staff menu

Staff module

User can add all the staff in their School in staff module.

This help in maintaining the record of all the staff in your School.

You can also Export the Staff report to maintain yearly records.

Info

Maintaining Staff records is mainly useful for Salary Payment , Staff Leave Management , StaffSMS Module . Salary module , Staff Leave Management , Staff SMS Module is included in theHigher version of School Admin

Step 2: Once you click on Staff menu in the masters, staff master will be opened as shown below.

click on button to add new student. In the Student table it will show all the students previously added.Add

Step 3: Once you click on Add, Add/Edit Staff window will be shown as below

In the Add / Edit staff dialog, you need to provide the details as show in the screen.

Add the details of the staff.(*)mark in front of any label means that field is mandatory , user has to enter the information for those label.

Fill all the required details and mandatory details of the staff.

Finally, Click on button to create a staff. Once the data is saved you will see a Add Staff Successfully added. Repeat the above steps to add all the staff in your School. Once all the staff are added click on butmessage Close

ton to close the Add/Edit window.

Adding Staff Additional DetailsHow to Filter Staff on Staff TypeExporting Staff Report in Excel

The Staff Master will look as shown below.


The page How to Edit or Delete a record does not exist.

User cannot / should not delete staff . As delete of staff may cause loss of data.

User should cross check once all the staff are added by filtering on Staff Type. As theycan confirm number of staff present in respective staff type by last Serial no or byExporting report.

Adding Staff Additional DetailsPersonal Details

Add the personal details as shown in the image.

User has to fill the mandatory fields. Other fields can be filled by user if they have information.

Transport Slab helps you to track in which bus the Staff is coming in. If you do not have Transportation facility , noneed to enter this field.

should be in jpg, gif, png, bmp format . jpeg format is not supported.Staff Photo

.Staff Photo file size must be less than 25KB

Click on button inside Add staff photo. Select the photo where you saved all the staff photo in a folder.Add

Click on upload. You can be able to see the photo of the staff.

Info

Transport Slab is used in Transportation module to track the staff traveling by your School bus.Tranportation Module is included in Upgraded version of SchoolAdmin Lite.

Address Details

Fill the Address details as shown in the image.

User can select the State and City from the list. If you do not find state or city in the list, please enter manually.

Experience Details

Fill the Experience details has shown in the image.

User can fill these details if they have the information, else later they can collect the information from the staff andupdate the experience details .

When a staff Leaves your School and Request for a Experience Certificate, you can record the staff leavingdetails in the Experience Details Tab by filling the below information.

Once the School has given the Experience certificate to the staff, click on the Has furnished Certificate,HasleftTransferred check box.Click on update. Once we update these details. The SchoolAdmin will not carry forward the staff who haveleft the school, when we create a next Academic Year. And the staff who have marked Has Left The Job willnot be visible in the Next Academic Year.

1. 2. 3.

Subject Details

User can assign the subjects taken by the respective staff.

Select the subjects.Click on CopyIf you have selected wrong subject, select the copied subject and click on .remove

Salary Details

User has to enter the PF number.

Current Salary of the respective staff.

Previous Salary of the staff if they have worked in any other institution before or for the last year.

Info

In SchoolAdmin Lite you will only be able to store these information. If you need to maintainsalary structure, income and deduction details to generate salary statement and pay-slip youneed to purchase SchoolAdmin Premium edition.

Bio Data

User can enter the Basic details / Bio data of the Staff.

This is not mandatory. Finally Click on Add button. You can see the Success Message and Staff will be created.

Searching Staff Details

1. 2.

1. 2. 3.

1. 2.

Filter on Staff Type

User can filter Staff on selecting Staff Type.

This helps you to know how many Staff are there in respective Staff type. Hence you can have the Staff report withrespect to the Staff Type.

Select the Staff Type.Click on . You can see the list of Staff in Staff type.Find HIGHSCHOOL

You can take the report of HIGHSCHOOL staff.

Select Staff type.Click on Find.Click on Export.Exporting Staff Report in Excel

User can fetch School Staff

This helps you to know how many Staff are there in in your School. This helps you to maintain the Staff record ofyour school.

Select the Staff Type - .ALLClick on .FindYou can see all the Staff irrespective of the Staff type.

1. 2. 3.

You can take the report of ALL staff in your School irrespective of any Staff Type.

Select Staff type as ALL.Click on Find.Click on Export.Exporting Staff Report in Excel

Reset

Reset is used to refresh the Staff table and staff type. You can click on reset button and select staff type to find thestaff list.

Exporting Staff Report in Excel

Staff Menu

User can export the Staff details in a report format.

This will be useful for the School to maintain record of all Staff with respect to the Staff Type or ALL staff. By thisuser can even get to know the number of staff present in respective staff type and in total number of staff in your

1. 2.

3.

school.

We have already shown how to add staff, once all the staff 's are added in Staff module you can export the staffdetails.

Steps to Export All Staff Details present in your School

Select the Staff Type as ALL.Click on Find button. You will be able to see all the Staff present your school.


1.

4. Click on OK button.

5. You will be able to view the report as shown below.

Edit Document

MarvelSoft High School

#384 , 19G Main, 1st Block ,Rajajinagar

Staff Details of the Academic Year-2012-13

Employee Id Staff Name Gender Date OfBirth

Qualification Father Name Mother Name

1 Avinash Male 4/23/1980 M Sc Kiran Anitha

2 Shreya Female 8/25/1983 M Sc Ramesh Ramya

3 Ranganath Female 7/15/1980 BE Shivram Manjula

4 Ragini Female 5/21/1986 B Sc Santosh Krupa

5 Karthik Male 7/24/1985 M Sc Avinash Sheela

11 Suprabha Female 7/24/1982 MA Rajath Ganga

Steps to Export Staff Details on Staff Type in your School

1.

1.

2. 3. 4.

Select the Staff Type example HIGHSCHOOL.

Click on Find button. You will be able to see all the Staff present in Staff type HIGHSCHOOL in your school.

Click on Export button.Dialog box opens. Click on OK buttonYou will be able to view the report as shown below.

Edit Document



Staff Details of the Academic Year-2012-13

Employee Id Staff Name Gender Date Of Birth Qualification Father Name4 Ragini Female 5/21/1986 B Sc Ramesh

5 Karthik Male 7/24/1985 MA Avinash

8 Sharath Male 1/22/1980 B Sc Suresh

11 Suprabha Female 7/24/1982 MA Rajath

14 Nandini Female 3/20/1985 MA Akash

15 Sawathi Female 5/24/1987 MA Arun

In this tutorial , the above report is restricted to display only 10 rows and columns for thisexample.

When you export directly from SchoolAdmin Lite you will get all the columns and rows in theexported excel report without any restrictions.

Creating Users and RolesIn SchoolAdmin Lite you can create users with respect to their role. By creating users, the staff in your school can login to SchoolAdmin Lite. They will be given login with respect to their role.

Only the ADMIN will have complete access over SchoolAdmin Lite. Other users with other roles will have limitedaccess of SchoolAdmin Lite depending on the authority given to the user.

Logins with respect to the authority given to the users will be explained later.

Authority provided in SchoolAdmin Lite are

ADMINTEACHERCASHIERREADONLYSUPERUSERMANAGER

Click on Users as shown below,

You can see the User master as shown in the below window.

Click on Add button to add the user, on click you will see the below window.

1.

2.

3.

4.

5.

Steps to add user

Enter the user name.

Enter the password in such a fashion that it contains first letter Upper Case , one lower case letter, One Special Character, One. Example Abc*1d.Integer and it should be minimum of 6 character Length

Selecting Enabled means you are activating the login for the respective user. If it is not selected, the user even though added theycannot login to SchoolAdmin Lite.

Select the authority depending on the user role in your school.

Finally click on add.

Info

In case if you add wrong password pattern which is not as said above, you will get an errormessage. therefore you need to enter the password in the pattern as said above.

In case if you enter wrong password in Retype new password column, you will get an errormessage saying you have re-typed wrong password. Therefore you need to retype correctpassword again.

You can even add the user without assigning the staff.

Example as shown in below window: Your school chairman may not considered as staff in that case you need notselect the staff as staff is not mandatory.

You can see the user added as shown below.

1. 2. 3.

4. 5.

1. 2. 3.

Admin has the rights to change (edit) user details.An example of changing the role is shown below.

Case 1 : To Change ADMIN's own password

Click on Edit icon .Select to Change User Password must be selected (enabled) only then admin can type the new passwordType the old password. If the password matches with the old password only then admin can enter the newpassword.Retype new password.Finally click on update.You will get the message.Updated Successfully

Case 2 : To change other user password

Click on Edit icon .Enable Select to Change User Password only then admin can type the new password.Click on update button. You will get the message.Updated Successfully

1. 2. 3. 4.

Case 3 : Only Admin has the authority to change the details ofTo change other details of admin or other user : the users added. Users other than admin can only change their password by logging into SchoolAdmin Lite withtheir user name and password. Admin can change any details of the user, can even disable the user login. In thebelow example you can see changing of user authority.

Click on Edit .If admin do not wants to change password, uncheck Select to Change User Password.Make the required changes. In below figure authority is changed from CASHIER to MANAGER.Click on update button. You will get the message.Updated Successfully

The table with the changed authority , user with and without staff assigned is shown below.

1. 2. 3.

User Logins with Role

Teacher loginCashier LoginReadonly LoginSuperuser LoginManager Login

The page How to Edit or Delete a record does not exist.

Logging in as SuperuserTo work as Manager in SchoolAdmin Lite, you must have user name and password created for you by theadministrator. And that login must have ROLE_SUPERUSER set.

Note

When you login as a Super user for the first time, you go to options and click on users andchange your password.

To Login as Super User follow the below steps

Go to SchoolAdmin Lite login page , enter the User nameEnter the PasswordClick on Login

Note

If user name and password matches with the user record created by admin, you will be able tosuccessfully log in to SchoolAdmin Lite.If user name and password is wrong, you will get a error message saying Invalid Username or

. You need to re type correct user name and password to login.password

With the Super User Login you can perform following tasks

When you login as a super user, you will see the Left Main menu bar as show below

1. 2.

1. 2.

3.

You can view Fee Payment details.You can make .Accounts Payment

3. You can view Student details.

From the Top menu bar you can do following tasks

DashBoard

When you click on Dashboard, you will be directly taken to the Student details sub menu. Here, you can accessstudent details such as individual student detail, class wise student details etc.,

Widgets

From the Widgets drop down menu you can access contact manager. contact manager menu stores informationregarding School's all the suppliers and vendors such as Book Store contact details, uniform supplier contact detailsetc.,

Options

Help Menu - help information on SchoolAdmin navigation icons.Settings Menu - you can update .School details you can add, edit and delete .Academic year details you can change the SchoolAdmin theme.Users Menu - you can .change the password

Logging in as ManagerTo work as Manager in SchoolAdmin Lite, you must have user name and password created for you by theadministrator. And that login must have ROLE_MANAGER set.

1. 2. 3.

1. 2. 3. 4.

Note

When you login as a Cashier for the first time, you go to options and click on users and changeyour password.

To Login as Manager follow the below steps


Note



With the Manager Login you can perform following tasks

When you login as a manager, you will see the Left Main menu bar as show below

You can Take print of Payment receipts.You can Take Fee collection Report.You can View Fee payments , Day book, Expense payment summary.You can add and edit .Staff details

5. You can add and edit Student details.

6. You can Update Student Slabs.

7. .You can update monthly attendance for the students

8. You can generate Attendance report.

9. You can Promote Students.

1. 2. 3.

1. 2. 3.

1. 2. 3.

10. You can create .Caste

11. You can create .Caste Category


Reports

Bonafide CertificateRegular Study CertificateStudy Cum Conduct Certificate

Options

Help Menu - help information on SchoolAdmin navigation icons.Settings Menu - you can change the SchoolAdmin theme.Users Menu - you can .change the password

Logging in as ReadonlyTo work as Manager in SchoolAdmin Lite, you must have user name and password created for you by theadministrator. And that login must have ROLE_READONLY set.

Note

When you login as a Read Only user for the first time, you go to options and click on users andchange your password.

To Login as Read Only follow the below steps


1. 2.

1. 2. 3.

Note



With the Read Only Login you can perform following tasks

When you login as a read only, you will see the Left Main menu bar as show below

You can view Fee Payment details.You can make .Accounts Payment

3. You can view Student details.


DashBoard

When you click on Dashboard, you will be directly taken to the Student details sub menu. Here, you can viewstudent details such as individual student detail, class wise student details etc.,

Widgets

From the Widgets drop down menu you can view contact manager. contact manager menu stores informationregarding School's all the suppliers and vendors such as Book Store contact details, uniform supplier contact detailsetc.,

Options


3.

1. 2. 3.

1. 2. 3. 4. 5. 6. 7. 8.

Logging in as CashierTo work as Cashier in SchoolAdmin Lite, you must have user name and password created for you by theadministrator. And that login must have ROLE_CASHIER set.

Note

When you login as a Cashier for the first time, you go to options and click on users and changeyour password.

To Login as Cashier follow the below steps


Note



With the Cashier Login you can perform following tasks

When you login as a cashier, you will see the Left Main menu bar as show below

You can Make Fee payment of the Students.You can View Fee payment details of the students.You can Make reconciliation of Cheque payment made by students.You can View Fee due details.You can Take print of Payment receipts.You can Take Fee collection ReportYou can View Fee payments , Day book, Expense payment summary.You can Make . Accounts payment

1. 2. 3.

9. You can Update Student Slabs

10.You can .Create Fees


DashBoard


Widgets

From the Widgets drop down menu you can access contact manager. contact manager menu stores informationregarding School's all the suppliers and vendors such as Book Store contact details, uniform supplier contact detailsetc.,

Options


Changing Password

Move the mouse pointer on Options. You will see below option list

Click on Users, you will be able to see below window.

User can see only their record as shown below.

1.Click on Edit icon. You will get the below Add / Edit User Panel opened.

2. Enter the old password. If you enter wrong password. You will get error message.

3. Retype correct password. Enter the new password and retype the new password. If retyped password is wrong,you will get error message saying retype password entered is wrong. Be careful while entering the password.

1. 2. 3.

Note

Enter the password in such a fashion that it contains first letter Upper Case , one lower caseletter, One Special Character, One Integer and it should be minimum of 6 character

. Example Abc*1d.Length

4. Finally Click on Update button. You will see the Updated Successfully message.

You can use new password when you login next time.

Note

If you forget the User name or Password, you have to request for the user name and passwordfrom the administrator.

Working in Teacher LoginTo work as Teacher in SchoolAdmin Lite, you must have user name and password created for you by theadministrator. And that login must have ROLE_TEACHER set.

With the Teacher Role login in SchoolAdmin Lite you can view all the student details. Update their monthlyattendance details. Also you can generate student reports. View the School contact details.

Note

When you login as a Teacher for the first time, you go to options and click on users and changeyour password.

To Login as Teacher follow the below steps


1. 2. 3.

1. 2. 3.

Note



With the Teacher Login you can perform following tasks

When you login as a teacher, you will see the Left Main menu bar as show below

You can view .Student detailsYou can update monthly attendance for the studentsYou can generate Attendance report.


DashBoard


Widgets

From the Widgets drop down menu you can view contact manager. contact manager menu stores informationregarding School's all the suppliers and vendors such as Book Store contact details, uniform supplier contact detailsetc.,

Options


3.

Working With MenusWorking with Top / Header MenuUser can view the Top menu as shown below. It contains

Current Academic YearDashboardExporting ReportsWorking with WidgetsWorking in Options MenuAcademic Year View

Current Academic Year

Current academic year displays the Academic year in which you are working in School Admin Lite. In the belowfigure Current Academic Year is .2012-2013

DashBoard

User can click on Dashboard to get the Student menu directly. Its a quick go to Student menu.

Click on you get the window as shown below,Dashboard

User can Add , Edit Students here.

Creating Student Records

Academic Year view

SchoolAdmin Lite will cover this topic later. As this will be useful only after Promotion and move to next Academicyear.

Working in Options Menu

Move the Mouse Pointer on Options in Header menu of the SchoolAdmin Lite

You will get the List as shown below.Option

HelpCreating SettingsUsersLogout

In this tutorial you will come to know help hand for working in SchoolAdmin Lite

Click on Help

You will see the help window as shown below

This helps the User to use the Add, Update, Delete button in any section of SchoolAdmin Lite.

Click on Logout

If the user wants to logout from SchoolAdmin Lite. They can click on . User will be taken to Login screen asLogoutshown below.

Working with WidgetsMove the Mouse Pointer over Widgets

You will see the window as shown below.

Contact manager will help you to manage the school contact details . This will help in maintaining the records of

Customers with whom the school have any type of transaction of equipment for the school.

Your School Management contact details. etc.. Click on Contact Manager. You will see the window as shown below.

Click on Add button, you will be able to see the below window.

You can enter the Contact details as shown in below example.

In the below example we have added SchoolAdmin Lite contact details.

1.Enter School Admin Lite details in Contact Details

2. Enter Relationship Details

In-charge person - is staff who is responsible for the transaction between the school and the company.

In case if the contact details you are adding is not related to business Its not a mandatory to select In-chargeperson.

Satisfied Level - Select the level of your satisfaction.

Co-Ordinator - Select the Coordinator name from the staff list who coordinates with MarvelSoft.

In case if the contact details you are adding is not related to business Its not a mandatory to select In-chargeperson.

Income Account - If the transaction is income to your school select the type of income added in Masters-AccountsThis will hep you to make/maintain income payment in. Admin Master-Accounts Payment.

Expense Account - If the transaction is expense to your school select the type of income added in Masters-AccouThis will hep you to make/maintain expense payment innts. Admin Master-Accounts Payment.

In case if the contact details you are adding is not related to business Its not a mandatory to select Income/ExpenseAccount.

Finally Click on Add. You will get .Contact Added Successfully

User can see the added content in Contact Manager as shown below.

User can export the contact details to maintain the record of Contacts related to your school as shown below.

Edit Document

MarvelSoft High School#384 , 19G Main, 1st Block ,Rajajinagar

Contact Details

Company Name Contact Person Mobile No Service ProvidedWater Supplier Anish 9741448445 Water Bottle Supplier

Sapna Book House Avinash 9741448445 Text Books Supplier

MarvelSoft Ragavendra 9741588179 School Administration Software

Internet Supplier Srinath 9741448445 Internet Supplier

The page How to Edit or Delete a record does not exist.Editing or Deleting a record in SchoolAdmin

1. 2. 3. 4.

How to Edit a Record

User can Edit the any record if any given data is wrong.

Click on button.EditCorrect the mistake done while adding the record.Click on button. User will be able to see the message.update Updated SuccessfullyFinally click on button.Close

How to Delete a Record

User can Delete the record if the user has created duplicate record.

1. If you want to delete a duplicate record. - II Std ClasExample

Click on Delete button. You will be able to see below window.

2. Click on if you are sure to delete respective record.You will get message.Yes Deleted Successful

3. If you have selected wrong record for deletion, Click on .cancel

Backup and Restore

SchoolAdmin User GuideAbout This document

Note


Login into SchoolAdmin Lite

Working with Student Records

Recording Students Monthly AttendancePrinting Attendance ReportGenerating Student ReportsExporting ReportsStudy Cum Conduct CertificateRegular Study Certificate

Creating Application Student

Collecting Fees

Assigning Fee Slabs to StudentsCollecting Fees and Generating ReceiptsCollecting different types of FeesFees Collection Points to rememberPrinting Fee payment ReceiptsPrinting Fees Collection ReportReconciling Cheque Fees Collections with bank statementViewing student or class wise fees collection detailsGenerating Fee defaulters ListGenerating Fees Defaulters Report

Working with Accounts

Creating Accounts HeadCreating Income / Expense Account NamesCreating Income / Expense RecordsSearching Previous Income / Expense Transactions

Cash Master

Promoting Students

Viewing Academic Year Records

Help for Navigation

Login into SchoolAdmin LiteOpen Mozilla Firefox browser and type the below url, SchoolAdmin login page will be displayedas shown below.


Enter the user name and password, the default user name and password is as show below. ifyou have created your own user name and password enter those details and click on Loginbutton. On successful login you will be in the SchoolAdmin dashboard.

User Name: admin

Password: admin

SchoolAdmin Lite 6.0 is only supported on Mozilla Firefox browser.

Working with Student RecordsRecording Students Monthly AttendanceStep 1: Goto Students Information, Click on Class menu


1. 2. 3. 4. 5.

Student Monthly Attendance

In this menu User can enter the monthly attendance of all students with respect to their Class and Section andNumber of days class conducted in respective month.

This will help in Printing of individual student and Class Attendance report.Attendance report

Individual attendance report will be useful to provide student at the end of the academic year or at the end of testand term result.

Class attendance report is useful for maintaining the attendance report of all the class in every Academic year.

You may also give attendance on daily basis in which you can get on Daily Attendance moduleUpgrading your SchoolAdmin Lite.

Step 2: Once you click on Attendance menu in the masters, attendance master will be opened as shownbelow.

Select ClassSelect SectionSelect the Month for which you are entering the attendanceEnter the total number of working days of the respective month.Click on Filter. You will be able to view the below window.

6. Enter number of days the respective student has attended in the month you have selected above. Example : I Std , Section A , Month July , Total working days 27.

7. Click on update button.

Warning

User cannot enter Present days more than the Total working days. You will get a messagesaying .Please enter Present Days less than No of Classes Conducted

8. Finally click on update, Attendance Master will be as shown below.

How to delete and update Class Attendance

Figure 1

1. 2. 3. 4. 5. 6. 7. 8.

User can delete entire Class attendance records in case of wrong entry for wrong month and can do re-entry of theattendance for the correct month.

Select class, section, month and enter the total number of days.Click on filter.You will get the records as shown in above figure 1.Select the Check box in the header to delete all the records.Click on button.deleteYou can do re-entry by selecting the correct month, the attendance master will look like in above figure 2.Enter the attendance as said above.Finally Click on Update.

Figure 2

How to delete and update individual Student Attendance

Figure 1

1. 2. 3. 4. 5. 6. 7. 8.

User can delete individual student attendance record in case of wrong entry and do re-entry of the attendance forthe particular student.

Select class, section, month and enter the total number of days.Click on filter.You will get the records as shown in above figure 1.Select the Check box with respect to the individual student.Click on button.deleteYou can do re-entry by selecting the correct month, the attendance master will look like in above figure 2.Enter the attendance as said above.Finally Click on Update.

Figure 2

Printing Attendance Report

Printing Attendance ReportGoto Students Information, Click on Attendance Report

1. 2.

1. 2. 3. 4.

Student Monthly Attendance Report

In this menu User can print the monthly attendance report of all students with respect to their Class and Section orcan print the attendance report of individual student.

Individual attendance report will be useful to provide student at the end of the academic year or at the end of testand term result.

Class attendance report is useful for maintaining the attendance report of all the class in every Academic year.

You may also give attendance on daily basis in which you can get on Daily Attendance moduleUpgrading your SchoolAdmin Lite.

Click on Attendance report menu , attendance master window will be shown as below

User can Print the attendance report in two ways.

Class Attendance report.Individual Student Attendance report.

Class Attendance Report

Steps to fetch class attendance report

Select class , section.Click on Filter button.You will get the Class attendance as shown in above figure.Click on Print button.

User must select both and to fetch the complete class Attendance. class section

5.Attendance report panel opens as shown in below figure.

1. 2. 3. 4.

click here to download class_attendance.pdf reportIndividual Student Attendance Report

Steps to fetch individual student attendance report

Select class , section and student.Click on Filter button.You will get the Individual student attendance as shown in above figure.Click on Print button.

1. 2.

3.

Attendance report panel opens as shown in below figure.

User must select Class , section and Student to fetch the attendance details and print the report.

click here to download student_attendance.pdf report

Generating Student Reports

Students Menu

User can export the Student details in a report format.

This will be useful for the School to maintain record of all Student with respect to the Class and Section. By this usercan even get to know the number of students present in respective class.

We have already shown how to add students, once all the students are added in a class you can export the studentdetails.

Steps to Export Student Details

Select the Class and Section.Click on Find button. You will be able to see all the students present in respective class and section you haveselected.


4. Click on OK button.5. You will be able to view the report as shown below.

Edit Document

MarvelSoft High SchoolEnter School Name#384 , 19G Main, 1st Block ,Rajajinagar

Student Details of the Academic Year-2012-13

StudentId

Admn No Class Section Student Name DOB Gender

8 111 I Std A Arnav 7/10/2007 Boy

18 235 I Std A Aryan 7/10/2007 Boy

20 237 I Std A Kanasu 7/10/2007 Girl

13 333 I Std A Keerthi 7/10/2007 Girl

15 125 I Std A Kishore 7/10/2007 Boy

1 101 I Std A Kruthi Shetty 7/31/2007 Girl

21 222 I Std A Manasa 7/10/2007 Girl

3 103 I Std A Priya Patil 7/19/2007 Girl

16 126 I Std A Ramakanth 7/10/2007 Boy

9 114 I Std A Ramya 7/10/2007 Girl

6 123 I Std A Ravish 7/17/2007 Boy

The above report is restricted to display only 20 rows and 10 columns.

User can get important details of all the student in School Admin Lite actual report.

Exporting Reports

Move the Mouse Pointer on Report. User can generate the below list of certificate as shown in the belowimage.

Bonafide CertificateRegular Study CertificateStudy Cum Conduct Certificate

Bonafide Certificate

User can generate bonafide certificate of the student here, if the student request for the certificate at the time ofleaving school.

Click on Bonafide Certificate, user will be able to view the below figure.

Select the Class, Section, Student name as shown in below figure.

Preview

After you select the student click on Preview. User will be able to see below figure.

PDF

To generate certificate in PDF, click on PDF button. You will get below window.

Below is the Bonafide certificate generated in PDF format

You need flash player installed to preview ppt and pdf files

ODT

If you have Open Office, You can generate certificate in odt format. You can also save the file to any Open officesupporting format.

When you click on Export as OpenOffice, you get below window

Click on , the certificate gets opened in openoffice as shown below, you can save the certificate.OK

http://www.adobe.com/go/getflashplayer

MS Word

Click on Export as Word to generate the certificate in word format. You will get the below window.

Click on to generate the certificate in Word format as shown below. Take the print on your school letter headOKwhich has the address of your school.

Edit Document

Edit Document

Ref. No: /GEN /12-13 Date 23/07/2012

BONAFIDE CERTIFICATE

Name: Priya Patil Gender: Girl Admission Number: 103

The date of birth as per the school records is: 19/07/2007 Father’s Name: Prabhugouda Mother’s Name: Ganga Religion: Hindu Caste: - Lingayat Address: #384 19G main, Rajajinagar

Is a bona-fide student of the school studying in Class : I Std

His / Her Date of admission in this school is : 10/05/2012

His / Her's Character is : BAD

PrincipalMarvelSoft High School

Info

Finally save the certificate in required format and take a print of it.

Study Cum Conduct Certificate

User can generate on theStudy Cum Conduct Certificate

request from student at the time of leaving school.Click on Study Cum Conduct Certificate. You will get the window as shown below.

Select Class, Section, Student as shown below

Preview

Click on Preview, you can see the preview of the Study cum conduct certificate as shown below.

PDF

Click on PDF to generate certificate in PDF format. You will get an dialog box, click on OK to open the certificate inPDF format as shown below.


ODT

Click on Export to Open Office the certificate will be generated in odt format. You can save in odt or any Open Officesupporting format.


MS Word

Click on Export to Word to generate the certificate in word format.

Edit Document

Study cum Conduct Certificate :

This is to certify that the student, whose name is quoted below, is/ was a bonafide student of thisschool as per the below mentioned study profile.

Roll No. Name of theStudent

ClassStudying

Caste AcademicYear

Curriculum Date ofBirth

Conduct

103 Priya Patil I Std Lingayat 2012-13 CBSE 19/07/2007 GOOD

1. The particulars mentioned above are as per the school records.

2. This certificate is being issued as per request by the parent.

Principal.MarvelSoft High School

Finally save the certificate in required format and take the print.

Regular Study Certificate

User can generate Regular Study Certificate on the requestfrom student at the time of leaving school.Click on Regular Study Certificate. You will get the window as shown below.

Select Class, Section, Student as shown below

Preview

Click on Preview, you can see the preview of the Regular study certificate as shown below.

PDF

Click on PDF to generate certificate in PDF format. You will get an dialog box, click on OK to open the certificate inPDF format as shown below.



ODT

Click on Export to Open Office the certificate will be generated in odt format. You can save in odt or any Open Officesupporting format.

MS Word

Click on Export to Word to generate the certificate in word format.

Edit Document

MarvelSoft High School_________________________________________

Ref. No. _________/GEN/12-13 Date: 23/07/2012

Ref. No. _________/GEN/12-13 Date: 23/07/2012

STUDY CERTIFICATE

TO WHOM SO EVER IT MAY CONCERN

This is to certify that Kum/Kumari. Priya Patil S/o. Prabhugouda has

studying in I Std standard in our school for the academic year 2012-13.

According to our school record his/her Date of Birth is 19/07/2007 and his/her caste is Ling

ayat as per the Admission register of the institution.

Principal.MarvelSoft High School

Finally save the certificate in required format and take the print.

Creating Application StudentCollecting FeesAssigning Fee Slabs to Students

Goto Students Information, Click on Student Slabs

Assigning Slabs to students helps you to fetch the specific fee amount that must be paid by student. As shown in theexample we have different fee amount for new admission student and re admission student.Fee structureTherefore in Student slabs we assign slabs for students depending on whether the student is newly admitted orpromoted student.

1. 2. 3. 4. 5. 6.

For making Fee Payment you need to assign slab for students.

Create Slabs in Masters - . KV ConfigCreate Fee names in .Masters - FeeCreate Fee Group in .Masters - Fee GroupDefine Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Once you click on Student slabs menu in Students Information, student slabs master will be opened as shown below.

1. 2.

Assigning slabs for whole Class

Steps to Update/assign slabs

Select class and section.Click on Find button. The Student slab master will be filled by students records as shown below.

3. Select Slab to which the student belongs to.

4. Click on Update. You will get message.Updated Successfully

1. 2. 3. 4.

In the example we have slabs for new admission student and readmission student and transportationFee structureslab. Assign New Admission slab for newly admitted students , Re Admission Slab for Promoted students andtransport slab from which area the students comes by your school bus. If student does not comes by school bus, donot assign any slab. You can see below Slab updated table.

Assigning slabs for individual Student

You can change the assigned slab or you can assign slab for unassigned students.

Select the Class, Section and Student name.Click on Find button. You will fetch the student record.In below figure you can see the slab is changed from New admission to Re admission.Click on Update button. You will get message. Updated Successfully

1.

2.

Fee assigned to the respective slabs will be fetched when you select the student in t for making thefee paymenpayment.

Collecting Fees and Generating Receipts

Step 1: Goto Admin Master, Click on Fee Payment

You can do fee payment like annual, monthly, term, custom for student here.

Making of fee payment for students.

Create Slabs in Masters - . KV Config

2. 3. 4. 5. 6.

Create Fee names in Masters - Fee.Create Fee Group in .Masters - Fee GroupDefine Fee Amount in .Masters - Fee AmountAssign slabs for students in .Students Information - Student SlabsMake Fee Payment in .Admin Master - Fee Payment

Step 2: Once you click on Fee Payment menu in the Admin master, fee payment master will be opened as shown below.

Left side

Right Side

1. 2.

Steps to make Fee payment

Select the class, section and student.Select the Fee group.

3. Select the Payment type.

4. Enter the Payment Info, Fee description like Bank name, or money to be refunded to the student etc. So thatwhen you want this information, you can verify in .Fee payment Details

5. Click on Pay Fee. You will get the message. Fee Payment made Successfully

6. Click on Print button to generate receipt and print. The receipt looks as shown below.

Know More about Fee payment MenuTypes of Fee Payment

1.


Same way you can make monthly , term, custom payments.

Collecting different types of Fees

Making Monthly Fee paymentMaking Term Fee paymentMaking Custom Fee paymentMaking Bus Fee PaymentMaking Annual Discount Fee PaymentMaking Annual Partial Fee Payment

Steps to make Annual Due payment.

Making Annual Custom Fee Payment

Making Monthly Fee payment

Steps to make Monthly Fee payment


1. 2. 3. 4. 5.

1. 2. 3.

4.

Select Class, Section and Student.Select the Monthly fee group.If the payment is done by Cheque, Select Cheque as payment type.Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


Making Term Fee payment

Steps to make Term Fee payment

Select Class, Section and Student.Select the Term fee group.If the payment is done by Cheque, Select Cheque as payment type.


4. 5.

1. 2. 3. 4.

Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


Making Custom Fee payment

Steps to make Custom Fee payment

Select Class, Section and Student.Select the fee group.Custom Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


1. 2. 3. 4.


Making Bus Fee Payment

Steps to make Bus Fee payment

Select Class, Section and Student.Select the fee group.Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


1. 2. 3. 4. 5.


Making Annual Discount Fee Payment

Steps to make Annual Discount Fee payment

Select Class, Section and Student.Select the Annual fee group.Enter the discount to be given. It will recalculate the total amount on the discount you added.Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


1. 2. 3. 4. 5.


You can give discount only on Annual payment.

Making Annual Partial Fee Payment

Steps to make Annual Partial Fee payment

Select Class, Section and Student.Select the Annual fee group.Enter the partial amount in amount paid text box.Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


1. 2. 3. 4.


Steps to make Annual Due payment.

Steps to make Annual Partial Fee payment

Select Class, Section and Student.Select the Annual fee group. You will be able to see the due amount.Click on Pay Fee. You will get message. Fee payment made SuccessfullyClick on Print button ,Receipt panel opens, click on print button to print the receipt.


1. 2. 3.


Custom fee amount can be added for Annual, Monthly, Term Fee in case you had to take fine. You can do itby adding custom fee for Annual / Monthly / Term / Custom.

Making Annual Custom Fee Payment

Steps to make Annual Partial Fee payment (The fee which is collected by some students can be addedthrough Custom fee while making their payment)

Select Class, Section and Student.Select the Annual fee group.Click on Add Custom Fee Amount.


4. You can see fee amount panel as shown below. The Fee list shown will contain only those fee which are notassigned to Annual, monthly,term fee group.

5. Select the fee and enter the amount. Click on Add button.

6. Click on Pay Fee. You will get message. Fee payment made Successfully

7. Click on Print button ,Receipt panel opens, click on print button to print the receipt.


Note

In the same way you can add custom amount for Monthly fee group, Term fee group, Custom feegroup.

Add custom amount and then select the month / term check box.

Fees Collection Points to remember

In brief you can know what all you can see in Fee payment menu.


1. 2.

3. 4. 5.

Select Class , Section and Student. You will see menu as shown below left

You will see ,

Student details like Father name, admission no, mobile No.If no payment is made for the student, Previous Payment details table will be blank. In the Example of how to

we had made annual payment. Therefore you are able to see record of N-Annual Feemake fee paymentpayment. This will help you in verification of payment made before.To view the types of fee grouped under N-Annual Fee. Click on in Previous payment table. DetailsFee Details table will be filled as shown in the figure.You will know about Add Application student in .Application Students

Click on Help, you will see a panel opened with below information which helps in guiding you for doing fee payment.

Edit Document

Edit Document Discounts

* Discount can be given only for Term Fee and Yearly Fee.

* Discount amount can be entered in percentage or as actual ammount.

Partial Payments

* Partial Payment is only allowed for Yearly Fee and only one patial payment is allowed per student per annual fee.

Custom / Instant Fees

For monthly fee when collecting fee for more than one month, if custom fee is selected is itmultiplied by number of months selected.

For term fee if custom fee is selected regardless of number of terms selected, custom fee is addedseperately, if you want to add custom fee of Rs. 100 per term and number of terms is 3, then youmust enter custom fee amount as Rs.300

In term fee payment custom fee amount gets added for the last term. If you want the custom feeamount to be added for each term, then you must make the term fee payment seperately forindividual term by selecting custom fee each time.

To Collect Fine.Misc.Others fee which you don't want to track as a seperate account use customfees. No need to create Fee Group and Fee Amount, you must only define Fee Name in Fee master.

If you want to maintain accounts of Fine or any misselenious fees, then you need to create sepeartefee group and fee amount.

Fee Slabs

If you want to collect certain fees like Uniform, Books , Bus Fee, etc., for only pre-registered students, andthe generated due reports should only show registered students for that particular fee, then you must use

Fee Slabs Feature.

1. If you want to collect Transport Fee for students who come by bus and from different routes, then you must use Trasport Slab Feature.

2. Follow below steps to create or assign Fee or Transport Slabs to Students

Define number of transport slabs depending on number of routes (settings, academic year).

Create Transport Slabs for different Routes (KV_Config master)

Create Different Fee Groups for Different Transport Slabs and assign Transport Slab

Create Fee Amount and Assign to classes for which it is applicable.

Assign Transport Slabs to Students based on their bus route.

Wrong Fee Payments

As an admin you can delete wrong fee payment records from Fee Payments details menu.

Refunds

You can refund fee amount back to students by Editing Fee payment record of that student from Feepayment details menu.

Printing Fee payment ReceiptsGo to Admin Master, Click on Fee Payment Receipts

In this menu you can take print of payment receipts (If not taken during collecting fees or for additional purpose).

Click on Fee payment receipt menu, you will be able to see the below window. Regular fee tab is for those studentswho are student in the school currently. Application Fee tab is for .application students

1. 2. 3. 4.

Generating/ Printing receipts

Steps to follow:

Select Class.Select Section.Select student name of whose payment receipts you want the print to be generated.Click on Find. The Fee payment details table fills with all the payment the student has done till date.

5. Click on print button of the respective receipt of which you want to take the print out.

6. Receipt panel opens as shown below, click on print or you can save the receipt.


In this way you can take the payment receipt of the paid students.

Printing Fees Collection ReportGo to Admin master, Click on Fee Collection Report

You can get the details of Collection report in this menu. You can maintain the record of fee collected in your school by selecting date range, this will help you to maintain records and verify day to day transaction. Therefore you will beable to maintain record in Excel format or PDF format.


1. 2.

Click on the menu, you will get the window opened as shown below,

Steps to fetch the collection report:

Select the Start date and End date (by default it will show the current date).Click on Find button. You will see the payment records done in between the selected range as shown below.

3. To generate Excel report click on Fee Collection Export button.

4. A panel will open as shown below, click to save the excel.

You will get the excel report as shown below.

Edit Document

MarvelSoft High SchoolEnter School Name


Fee Payment Details

FromDate: 8/1/2012 ToDate: 8/21/2012

RecptNo

Paid Date Student Grade Fee Group Fee Amount

5 8/10/2012 Prerana Sharma I Std B General Fee General Fee 800

6 8/10/2012 Prerana Sharma I Std B Rajajinagar Bus Fee Rajajinagar Bus Fee 8000

7 8/10/2012 Rakesh I Std B N-Annual Fee N-Annual Fee 3400

19 8/10/2012 Aryan I Std B N-Annual Fee N-Annual Fee 3000

20 8/10/2012 Aryan I Std B N-Annual Fee N-Annual Fee 1000

24 8/10/2012 Sukanya I Std B N-Annual Fee N-Annual Fee 4700

25 8/10/2012 Prerana Sharma I Std B N-Annual Fee N-Annual Fee 4000

Total 24900

5. If you want the report in PDF format, click on Print. PDF will be generated as shown below.


Reconciling Cheque Fees Collections with bank statementGo To Admin master, Click on Fee Payment Reconcile

You will be able to do reconciliation in Admin master- Fee Payment Reconcile. You can find the paymentpending record made by cheque and update the cheque status in this menu.


1. 2. 3.

Click on Fee payment reconcile, you will see the below master

Fetch Fee payments that has to be reconciled on Class-Section Filter

Select Class and section.Click on Filter button.You will see the fee payments made by cheque , fills the table with the payment records of all the studentwho have made cheque payment. as shown below,

Change the Cheque status and enter the date of Realization and enter remarks , information related to therealization. Finally click on update. You will get message.Updated Successfully

1. 2. 3.

Fetch Fee payments that has to be reconciled on Student Filter

Select Class, section and student.Click on Filter button.You will see the fee payment reconcile table fill with the cheque payment records of the selected student. asshown below image.

4. Select the Cheque status.

5. Click on Update button. You will get message. Updated Successfully

You can Update the Cheque status once you receive status report from the bank.

Different ways of Realization Settings

You can make settings to how you want the cheque payments to be realized in .Default Settings

Clear Cheques & Clearance Days - If the user wants to set cleared status for all the cheque payment bySchool Admin Lite, user can do this by enabling the Clear Cheque and entering the number of days withinwhich the cheques has to be cleared (Note : User has to be sure that all the cheques will be cleared , if in case any cheque is bounced, then you need to go to and change Admin Master - Fee Payment Reconcilethe status and update).

Clear Cheques Immediately - If the user wants to set cleared status for all the cheque payment by SchoolAdmin Lite immediately after the cheque payment , user can do this by enabling the Clear ChequeImmediately (Note : User has to be sure that all the cheques will be cleared , if in case any cheque is bounced, then youneed to go to and change the status and update).Admin Master - Fee Payment Reconcile

This will help in updating the cheque status in easier way.

Viewing student or class wise fees collection detailsGo To Admin master, Click on Fee Payment Details

You can view the fee payment details of students on class wise, individual student wise.

Click on Fee payment details , you will see the below master

1. 2. 3.

Note

In the Fee Payment Details table we have hided Payment Info and Fee Description column. Ifyou want to view those two columns details, Go to Header-Options-Settings- -Default SettingsFee payment Settings enable both the check box and click on Update. You will be able to viewboth the columns

Fetch Fee payment Details on Class-Section Filter

Select Class and section.Click on Filter button.You will see the fee payment details table fill with the payment records of all the student. as shown below,

1. 2. 3.

Fetch Fee payment Details on Student Filter

Select Class, section and student.Click on Filter button.You will see the fee payment details table fill with the payment records of the selected student. as shownbelow,

Edit Records

You can edit and change the details of payment record by clicking on Edit icon in Action column. Edit therecords carefully.

Click on Edit button, panel opens as shown below, You can,

Change the payment date.Change the Payment Type.

You can view the payment details. by editing the payment record.

1. 2.

3. 4.

Info

Realization Date is set only if the payment is made by cheque and cleared in Fee Payment. The clearance date set while reconciliation will be set here.Reconcile

Delete Records

You can delete the record if you had done wrong payment by clicking on delete icon in Action column. Deletethe record carefully.

Export Fee payment details Report

Select Class Section.Click on Find button. You will see the payment details in Fee payment table.

Click on Export button. .A report panel opens, Click on OK. You will be able to see the report as shown below.Fee Description,Payment Info column is made invisible as the report is restricted to 11 columns.

Edit Document



Fee Payment Details For the Academic Year-2012-13

StudentNo

AdmnNo

Class Section

Student Name ReceiptNo

PaymentDate

Fee Group Status

232 234 I Std B Rakesh 7 8/10/2012 N-Annual Fee CLEARED

123 231 I Std B Prerana Sharma 5 8/10/2012 General Fee CLEARED

123 231 I Std B Prerana Sharma 6 8/10/2012 Rajajinagar Bus Fee CLEARED

123 231 I Std B Prerana Sharma 11 8/10/2012 N-Term Fee PENDING

123 231 I Std B Prerana Sharma 12 8/10/2012 N-Monthly Fee PENDING

123 231 I Std B Prerana Sharma 25 8/10/2012 N-Annual Fee CLEARED

546 233 I Std B Sukanya 24 8/10/2012 N-Annual Fee CLEARED

435 235 I Std B Aryan 19 8/10/2012 N-Annual Fee CLEARED

435 235 I Std B Aryan 20 8/10/2012 N-Annual Fee CLEARED

Generating Fee defaulters List

How to generate Fee Due Details?

Go to Admin Master Click on Fee Due Details.

Once click on the Fee Due Details the Fee Due Details window will open.

Select Class and Section.

Select Fee Group Type Annual ,Fee Group Name for example N-I-INST. Click on Find button.It generates the reportwhich contain all the students who are not paid N-I-INST fee and also partially paid.

Click on Export button to Save or Print the Report in MS Excel Format.

Select Fee Group Type Monthly ,Fee Group Name for example Monthly and Select the Month April. Click on Findbutton.It generates the report which contain all the students who are not paid TUITION FEE for the month April.Repeat the Same Step for all the Months.


Select Fee Group Type Term ,Fee Group Name for example TERM FEE and Select the Term Term 1. Click on Findbutton.It generates the report which contain all the students who are not paid EXAM FEE for the Term 1. Repeat theSame Step for all the Terms.


The following Screen Shot Shows Excel Export Report of Fee Due Details

Generating Fees Defaulters Report

Working with AccountsCreating Accounts Head

Step 1: Goto Masters , Click on Accounts Head menu

You can maintain accounts information in SchoolAdmin Lite.You can create income accounts head / expenseaccounts head. Under the respective accounts head you can add type of expense account or income account in Ma

. With out creating accounts head, you will not be able to create accounts. This will help you to doster-Accountsaccounts payment in .Admin Master-Accounts Payment

Step 2: Once you click on Accounts Head menu in the masters, accounts head master will be opened as shown below.

click on button to add accounts head. In the accounts head table it will show all the accounts head previouslyAddcreated.

Step 3: Once you click on Add, Add/Edit Accounts Head Details window will be shown as below

To Add Expense Accounts Head

In the Add / Edit accounts head details dialog, you need to provide the details as show in the screen.

Group Name is the expense head group name.Select Expense.Finally click on Add button.Once the data is saved you will see a Accounts Head Successfully addedmessage. Click on close button once you complete with adding expense accounts head.

To Add Income Accounts Head

In the Add / Edit accounts head details dialog, you need to provide the details as show in the screen.

Group Name is the income head group name.Select Income.Finally click on Add button..Once the data is saved you will see a Successfully added message. Accounts Head Click on close button once you complete with adding income accounts head.

The Accounts Head Master will look as shown below.

The page How to Edit or Delete a record does not exist.Creating Income / Expense Account Names

Step 1: Goto Masters , Click on Accounts menu

You can maintain accounts information in SchoolAdmin Lite.After creating income accounts head / expenseaccounts head. Under the respective accounts head you can create type of expense account or income account in

. With out creating accounts head, you will not be able to create accounts. This will help you to doAccounts accounts payment in .Admin Master-Accounts Payment

Step 2: Once you click on Accounts menu in the masters, accounts master will be opened as shown below.

click on button to add accounts . In the accounts table it will show all the accounts previously created.Add

Step 3: Once you click on Add, Add/Edit Accounts Details window will be shown as below

To Add Expense Accounts

In the Add / Edit accounts details dialog, you need to provide the details as show in the screen.

Accounts Name is the expense name ( ).First letter must be CapitalYou can enter the description related to the expense you are adding.Select the accounts group ie accounts head which you added in . Masters-Accounts HeadFinally click on Add button.Once the data is saved you will see a Accounts Successfully added message. Click on close button once you complete with adding expense accounts.

To Add Income Accounts Head

In the Add / Edit accounts details dialog, you need to provide the details as show in the screen.

Accounts Name is the income name( ).First letter must be CapitalYou can enter the description related to the income you are adding.Select the accounts group ie accounts head which you added in . Masters-Accounts HeadFinally click on Add button.Once the data is saved you will see a Accounts Successfully added message. Click on close button once you complete with adding income accounts.

The Accounts Master will look as shown below.

Creating Income / Expense Records

Goto Admin Master click on Accounts Payment

Accounts Payment is used for maintaining expense and income transaction of your school.

In accounts payment you can print expense/income voucher.You cant take a print of expense / income report.You can take a print of expense / income report on Accounts head means you can get a group report wrt theaccounts head.Accounts head has to be created before you do accounts payment.

1. 2. 3.

4.

Accounts can be created directly from accounts payment if not added in .Master - Accounts

Click on Accounts Payment you will see the accounts payment master as shown below.

Click on Add button to add the accounts payment.

Add Income Payment

Steps to add Income Payment

Select the payment date.Select the radio button to Income.Window will change for Income payment.Select the account head under which the income payment you are adding will come. If there is no accountshead of respective income account, create the else you cannot add the payment.account headSelect the account as shown in below figure. Type the starting letter of the accounts name in Capital, if theaccounts is already added you will find the accounts in the list. Select the account. If you do not find theaccounts name you can type the account name which will be created in . Masters - Accounts

Info

Select the account name if you find in the list. Do not type again completely.

If you do not find the account name only then type the account name (First letter must be). This avoids duplicate creation of accounts.Capital

5. Enter the amount.

6. Enter the description.

7. Enter the receipt number.

8. Select the payment type from the list.

1. 2. 3.

4.

9. Finally click on Add button. You will get the message.Added Successfully

Add Expense Payment

Steps to add Expense Payment

Select the payment date.Select the radio button to Expense.Window will change for Expense payment.Select the account head under which the expense payment you are adding will come. If there is no accountshead of respective expense account, create the else you cannot add the payment.account headSelect the account as shown in below figure. Type the starting letter of the accounts name in Capital, if theaccounts is already added you will find the accounts in the list. Select the account. If you do not find theaccounts name you can type the account name which will be created in . Masters - Accounts

Info

Select the account name if you find in the list. Do not type again completely.

If you do not find the account name only then type the account name (First letter must be). This avoids duplicate creation of accounts.Capital

5. Enter the amount.

6. Enter the description.

7. Enter the receipt number.

8. Enter the quantity.

9. Select the payment type from the list.

10. Enter the department name for which the expense is made.

11. Enter the name of the person who issued.

12. Finally click on Add button. You will get the message.Added Successfully

1. 2.

Filtering Accounts Payment , print voucher and exporting report.

Searching Previous Income / Expense Transactions

Income Accounts Payment

Filter Payment on Income radio buttonSelect Income radio button.Click on Filter.You will be able to see all the income payment irrespective of the income account head. Click on Export totake the income payment report.

1. 2. 3.

1. 2.

Filter on Income Accounts HeadSelect Income radio button.Select on which account head you want to filter the payments.Click on Filter.You will be able to see all the income payment with respective to income account head selected. Click onExport to take the income payment report if you want a grouped payment report on Account head.

Print Income VoucherAfter filtering. Click on Print icon of the respective record of which you want to generate the voucher.Accounts payment receipt panel opens as shown below.You can save the receipt and can print the receipt.

1.

2. 3.

Click here to download the Income PDF voucher

Export Income Accounts Payment reportYou can Export report to get complete Income payment report or grouped payment report on accounts head asshown above.

Once you click on filter. You will get the record.

Click on Export button .Dialog box opens. Click OK, you will get the report as shown below.

Edit DocumentMarvelSoft High SchoolEnter School Name


income Ledger For the Academic Year-2012-13

Receipt No Accounts Name Payment Dates Amount

1. 2.

1. 2. 3.

2 Building Fee 7/23/2012 5000

3 Application Fee 7/26/2012 500

4 Broucher 4/10/2012 100

Total 5600

Expense Accounts Payment

Filter Payment on Expense radio buttonSelect Expense radio button.Click on Filter.You will be able to see all the expense payment irrespective of the expense account head. Click on Export totake the expense payment report.

Filter on Expense Accounts HeadSelect Expense radio button.Select on which account head you want to filter the payments.Click on Filter.You will be able to see all the expense payment with respective to expense account head selected. Click onExport to take the expense payment report if you want a grouped payment report on Account head..

1. 2.

Print Expense VoucherAfter filtering. Click on Print icon of the respective record of which you want to generate the voucher.Accounts payment receipt panel opens as shown below.You can save the receipt and can print the receipt.

1.

2. 3.

Click here to download Expense PDF voucher

Export Expense Accounts Payment reportYou can Export report to get complete Expense payment report or grouped payment report on accounts head asshown above.

Once you click on filter. You will get the record.

Click on Export button .Dialog box opens. Click OK, you will get the report as shown below.

Edit DocumentMarvelSoft High SchoolEnter School Name


expense Ledger For the Academic Year-2012-13

Receipt No Accounts Name Payment Dates Quanatity Department Issued To Amount

1 Blue Gel Pen 7/23/2012 200 Stationary Ramesh 4000

5 Bags 5/3/2012 30 Stationary Ramesh 15000

6 Lab Items 7/24/2012 20 Laboratory Arjun 2000

Total 21000

Cash MasterCash Master

Promoting Students

Promote Students Menu

When the school completes the Academic year, you need to switch for coming (next) academic year in Settings-Cre. Therefore you need to promote the students for respective higher class before you switch toating Academic Year

next academic year. Once you promote the students to their respective class and switch for next year, you will beable to see the students in higher classes and students those who are not promoted / given TC will be left back inprevious year.

Steps to Transfer StudentsYou need to Promote the students in from higher class to lower class. Example : IX to X , VIII to IX , VII to VIII ....Pre KG to LKG.

1. 2. 3.

Therefore you need to empty the Higher class first.

Go to . StudentsSelect the Higher class in your school.Click on filter button. You will get all the students present in that class.

4. Edit student record and go to Student History tab as shown in above image.

1.

5. Check mark . If you have issued TC certificate for the respective student check mark Has Student Transferred. Click on update button.Has Furnished Certificates

Edit all the records of the higher class as said in above steps.

Steps to Promote StudentsSelect the class and section from which the students to be promoted and select the class and section towhich the student are to be promoted.

2. Do not select if the student is detained / left the school. If all the students are promoted , click on Select Alloption.

3. Click on Update button.

Promote all the Students in the same manner. And then switch to next year in .Settings

Note

If new class / section is added in your school. First create and then promote thevirtual classstudents.

Viewing Academic Year Records

Help for Navigation

School AdminLite

DashBoard Reports Widgets Options Academic YearView

Admin Master BonafideCertificate

ContactManager

Help

Fee Payment Regular StudentCertificate

Settings

Fee PaymentDetails

Study CumConductCertificate

Users

Fee PaymentReconcile

Logout

Fee DuesDetails

Fee PaymentReceipts

Fee CollectionReport

Cash Master

AccountsPayment

Staff

StudentsInformation

Students

Student Slabs

Attendance

AttendanceReport

ApplicationStudents

PromoteStudents

Masters

Class

Section

Subjects

Class Subjects

Caste Category

Caste

Fees

Fee Groups

Fee Amount

Accounts Head

Accounts

KV Config

Date post:	31-Aug-2014
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SchoolAdmin - School Fees Collection & Accounting Software

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