Feature 1: ClassWise Student Display in HouseWise Group Selection

Added a provision in School Online → Group to display students in a ClassWise order when creating a group using the HouseWise filter.

Key Features

• Added ClassWise sorting for the student list displayed under the HouseWise filter.
• Students are now displayed in an organized sequence based on their respective Classes/Sections, instead of appearing in a jumbled order.
• Makes it easier for users to locate and select students from a particular class while creating or managing groups.
• Improves clarity and usability when handling many students across multiple classes.
• Reduces the possibility of missing or incorrectly selecting students due to an unorganized student list.

Feature 1: Student Profile Edit Permission – Parent Signature Fields

Added a provision in School Online → Student Profile Edit Permission to configure editing access for Father's Signature and Mother's Signature fields.

Key Functionality

• Added Father's Signature and Mother's Signature options under Student Profile Edit Permission.
• Schools can enable or disable edit permission for these signature fields independently.
• When enabled, parents can upload or update the respective signatures through the Parent Portal.
• When disabled, the signature fields remain view-only, preventing any modifications by parents.
• Provides schools with better control over sensitive profile information while maintaining flexibility based on their policies.

Feature 1: Gender-Based Employee Circular Distribution

Purpose

To enable schools to send circulars selectively to Male, Female, or Both employee groups based on communication requirements.

Key Functionality

• Add a Gender Selectiondropdown in School Online → Circular → Employee Circular with options: Male, Female, Both.
• Circulars will be delivered only to employees matching the selected gender criteria.
• Existing circular generation flow (SMS, Notification, Email, WhatsApp) should support gender-based filtering.

Key Benefits

• Enables targeted communication for gender-specific announcements or notices.
• Reduces irrelevant circular distribution and improves communication efficiency.
• Provides better control and flexibility for school administration.

Feature 1: Password Expiry Prompt on 10X Login (Admin & Employee Roles)

Purpose

To enhance account security and enforce periodic password updates, a password expiry mechanism with timely reminders has been introduced for Admin and Employee roles on the 10X login page.

Key Functionality

• Role-Based Applicability
  • Applicable only for:
    • Admin
    • Employee
• Expiry Logic
  • Password expiry is calculated based on credential creation date.
  • Expiry cycle:End of the respective month.
• Pre-Expiry Notifications (Login-Time Popups)
  • 3 Days Before Expiry
    • Title: Password expiring soon
    • Message: Your password will expire in 3 days. We recommend changing your password.
    • Buttons
      • Change Password → Redirect to Change Password screen
      • Continue → Proceed with login
  • 2 Days Before Expiry
    • Same structure with updated message: “Your password will expire in 2 days…”
  • 1 Day Before Expiry
    • Same structure with updated message: “Your password will expire in 1 day…”
• On Expiry (Last Day of the Month)
  • Title: Password expired
  • Message: Your password has expired. Please change your password to continue.
  • Button: Change Password only
  • Restriction : User cannot proceed to login until password is changed.
• Change Password Flow
  • Redirects to Change Password screen with fields:
  • Old Password
  • New Password
  • Confirm Password
  • Successful update allows user to log in.

Key Benefits

• Enhanced Security: Enforces periodic password updates.
• Proactive Alerts: Users are notified before expiry to avoid disruption.
• Controlled Access: Prevents login with expired credentials.
• Improved Compliance: Aligns with security best practices.
• Better User Experience: Clear prompts with guided actions.

What’s New in School Online

This release strengthens parent communication and usability across the School Online module by ensuring instant notifications, clearer student identification, and configurable messaging control. Parents now receive real-time push alerts when diary entries are assigned, while staff can select students more accurately in circulars using admission number and class details. Schools also gain the flexibility to enable or disable the Student Message tab centrally, allowing communication channels to align with institutional policies and improving overall engagement and responsiveness.

Feature 1: Push Notification on Diary Assignment to Students

Purpose

To improve parent communication and ensure timely awareness of academic updates, the Diary Assigner feature has been enhanced with automatic push notifications. Parents are now instantly notified on the mobile app whenever a diary entry is assigned to their child, strengthening engagement and reducing missed information.

Key Functionality

• Introduced a “Notification” button in the Diary Assigner form.
• The button is enabled by default, ensuring parents are notified automatically.
• On diary assignment, a push notification is sent to parents via the mobile app only.
• A Notification button is available on the form to manage or trigger notifications as required.

Benefits

• Timely Parent Updates: Parents receive instant alerts for diary assignments.
• Improved Engagement: Keeps parents informed about daily academic activities.
• Reduced Missed Communication: Ensures diary updates are not overlooked.
• User-Friendly Control: Default notification setting with manual override if needed.
• Digital-First Communication: Strengthens mobile app usage and communication efficiency.

Feature 2: Enhanced Student Identification in Student-wise Circular

To avoid ambiguity while sending circulars and help schools accurately identify students, the Student-wise Circular selection has been enhanced to display additional student details along with the name.

Key Functionality

• In Student-wise Circular, the student list now displays:
  • Student Name
  • Admission Number
  • Class & Section
• Helps users clearly distinguish between students with similar names while selecting recipients.

Feature 3: Student Message Tab Enable/Disable Setting

Purpose

To give schools better control over student communication visibility, a new configuration has been introduced to enable or disable the Student Message tab as required.

Key Functionality

• Added a Message Enable / Disable toggle in General Settings.
• Allows schools to show or hide the Student Message tab for students.
• Setting applies centrally based on school communication policy.

Feature 1: Provision to Delete Assigned Diary Entries

This enhancement provides schools with greater flexibility and control by allowing the deletion of incorrectly assigned diaries for both student-wise and class-wise assignments.

Navigation

School Online → Diary Assigner

Key Functionality

• Delete option has been introduced for:
• Student-wise Head Assigner
• Class-wise Head Assigner
• Enables users to remove wrongly assigned diary entries easily.
• Ensures that only valid and accurate diary assignments are maintained in the system.

Benefits

• Allows quick correction of wrongly assigned diary entries.
• Improves accuracy and reliability of diary records.
• Enhances administrative control and reduces dependency on backend support for corrections.

Feature 2: Group Report Enhancement

To provide schools with a clear and structured overview of all groups created in the system, along with visibility into how many users are assigned under each group.

Key Functionality

• Added a new report under School Online → Reports → Group Report.
• The report includes the following filters:
• Group Name
• Group Visibility
• Group Type – Classwise, Student Wise, Employee Wise, or Housewise
• Displays details of each group along with the count of users assigned to it.

Benefits

• Enables schools to easily monitor and manage group structures.
• Helps identify unassigned or duplicate groups to maintain data consistency.
• Provides quick insights for administrative decisions related to class, employee, or house-based grouping.
• Enhances transparency and control over group management across the school system.

Feature 1: Provision for Student-wise Assignment, Circular, Student Vault

We are excited to introduce enhancements in the Student Online Module that bring more personalized and secure management of student activities and information.

Key Functionality

• Student-wise Assignment: Teachers can now create, assign, and track assignments for individual students.
• Student-wise Circular: Notices can be sent directly to selected students.
• Student Vault: Secure repository for storing and managing student documents.

Navigation

School Online → Assignment → Click (+) Button → Select Student Wise

Student Wise Circular

Student Vault

School Online → Learning Resource → Select Student Vault

Benefits

• Improves personalization in assignments.
• Targeted communication to students.
• Secure storage of student documents.

For further details, please reach out to the support team.

Feature 2: Form for Student Syllabus

Parents and students can now easily view class-wise syllabus in the portal.

Key Benefits

• Transparent Access
• Improved Planning
• Convenient & Digital

Navigation

Login → Side Menu → Syllabus Details

Feature 3: Send Circulars from Principal Portal

Principals can now send circulars directly.

Benefits

• Direct Communication
• Targeted Messaging
• Streamlined Process

Navigation

Circular → Click (+) Button → Select Circular

Feature 4: New Form - Assignment Type

A new Assignment Type form has been added.

Navigation

School Online → Assignment Type Form

Feature 5: New Tab Added - Employee-wise Permission

A new Employee-wise Permission tab has been added.

Key Functionality

• Assign permissions per employee.
• Clear tracking of assigned permissions.
• Control over module-wise access.
• Role-based access aligned with responsibilities.

Navigation

School Online → Permission → Employee-wise Permission

Feature 6: Changed Captions

Rename labels and headings without changing functionality.

Navigation

School Online → Assignment Type → Assignment Type Setting → Edit

Feature 1: Excel Import Provision for Time Slot Master

Purpose

To simplify and speed up the creation of Time Slot Master records by providing a bulk Excel import facility in the Registration module.

Key Functionality

• Added Excel Import Provision in:Registration → Time Slot Master
• Users can download a predefined Excel template and upload multiple time slot records in a single action.
• System validates uploaded data before import and displays valid/error records for correction.
• Supports bulk creation of details such as Slot Name, Capacity, Class, Slot Date, Start Time, End Time, and Parent Slot Selection.

Key Benefits

• • Reduces manual entry effort for large numbers of time slots.
  • Improves operational efficiency during admission and interaction scheduling.
  • Minimizes data entry errors through validation mechanism.
  • Enables faster setup and management of Time Slot Master records.

Feature 2: Enhancement in Sibling Details & Stream Preference Configuration in Registration Form

Purpose

To improve the registration form layout, usability, and provide proper configuration for stream preference selection.

Key Functionality

• Sibling Details Align sibling fields properly in separate rows and provide an option to add details for a third sibling.
• Stream Details: Add front-end configuration for the Enable Preference option in Registration Settings.
• Step 1: Click on the Enable Preference checkbox and save the settings.

• Step 2: Preference field should display in the Stream Details section during Online/Offline Registration preview and allow priority-based stream selection.


Key Benefits

• Improves registration form UI and readability.
• Enables proper stream preference management for admissions.
• Enhances online registration preview and overall user experience.

Feature 3: Registration Email Attachments Configuration

Purpose

To provide schools with the ability to automatically send important registration-related documents as email attachments to applicants/parents during the registration process.

Key Functionality

• In Registration → Registration Settingsprovide a provision to upload and configure attachments such as:
  • Print Form
  • Acknowledgement
  • Syllabus
  • Any other supporting document
• Add an "Attach to Mail"option against each uploaded document to control whether the document should be included in registration emails.
• System will automatically send the configured attachments through email at the following stages:
  • Registration Without Payment– upon successful form submission.
  • Registration With Payment – upon successful payment completion.
• Multiple documents can be attached and sent in a single email based on configuration.


Key Benefits

• Ensures parents receive all relevant registration documents immediately.
• Eliminates manual document sharing by admission staff.
• Improves communication and registration experience for applicants.
• Provides flexibility to schools to configure and manage document attachments as per their admission process.

Feature 4: Enhancements in Student Registration Report

Purpose

To provide additional registration tracking information and more accurate age representation in theStudent Registration Report.

• Registration Date Column
  • Add a new column "Registration Date" in Registration → Reports → Student Registration Report.
  • The column will display the date on which the registration form was submitted by the applicant.
• Age as on Date Enhancement
  • Modify the existing "Age as on Date" column to display age in Years, Months, and Days.
  • Current Format: Years & Months.
  • Proposed Format: Years, Months & Days (e.g., 10 Years 5 Months 12 Days).

Feature 1: Registration Details Preview & Bulk “Apply All” Action

Purpose

To improve efficiency in registration processing and provide quick access to student information, enhancements have been introduced in the Registration Details screen. These updates enable instant document preview and simplify bulk actions during selection and student transfer processes.

Key Functionality

• Document & Registration Form Preview
  • Added a new Date of Birth column in:
    • Registration Module → Entry → Registration
  • Uploaded Documents Preview
    • Staff can click to preview uploaded documents such as:
    • Aadhaar Card

• Registration Form Preview
  • Clicking on the Student Name will open the complete registration form preview.
  • Displays all submitted details including personal, academic, and uploaded documents.
• “Apply All” Option for Bulk Processing
  • Added “Apply All” option in:
    • Selection Process Form
    • Transfer to Student Form
  • Functionality:
    • Allows applying a selected action/status to all listed students in one click.
    • Eliminates the need for individual selection.
  • Example Use Cases:
    • Mark all students asSelected / Rejected / Waitlisted
    • Transfer all eligible registrations to Student Master in bulk

Key Benefits

• Faster Verification: Instant preview of documents without download.
• Improved Decision Making: Easy access to complete registration form.
• Bulk Efficiency: “Apply All” reduces repetitive manual actions.
• Time Saving: Speeds up admission and selection workflows.
• Better User Experience: Simplifies navigation and reduces clicks.

Feature 2: Separate Admission & Print Form Management in Registration

Introduced separate upload options for Print Form and Registration (Admission) Form in Certificate Settings to support different document formats. Additionally, enabled Admission Form download from Offline Forms and included it in Registration Bulk Download, allowing schools to share admission forms without transferring students to the Student Information module.

Feature 3: Extended Sibling Mapping in Online Registration

Enhanced the Online Registration form to support mapping of up to 4 siblings under Master Setting → Registration Field Selection → Header → Sibling in this school. Added two additional sibling sections with fields including Admission No, Name, Class & Section, Father Name, and Mother Name, enabling schools to capture complete sibling details in a single registration form.

Feature 4: Time Slot Selection for Parent Interaction

Introduced a Time Slot Master to allow schools to define available time slots for parent interactions related to registration, enquiries, etc. Parents can select a preferred time slot from the available options during the process, enabling better scheduling and organized communication.

Feature 5: OTP Resend & Student-Based Document Naming Enhancement

Enhanced the registration experience by introducing a “Resend OTP” option in the OTP verification screen to handle cases where OTP is not received. Additionally, improved document downloads by ensuring thatPrint Forms and Slips are saved using the Student’s Name instead of system-generated file names, enabling easier identification and better usability.

Feature 6: Registration Form Preview for Parents (Post Submission)

After successful registration submission and payment, parents can log in to their account andpreview the submitted registration form. Editing of details is restricted after final submission,ensuring data integrity while still allowing parents to review the entered information.

What's New in Registration

The Registration module has been strengthened to ensure that Admit Cards accurately reflect each student's selected stream and subject preferences captured during registration. Schools can now configure admit cards to display stream details priority-wise (e.g., only Priority-1 or multiple preferences) along with the exact subjects chosen by the student. This eliminates data mismatches, improves clarity for parents and students, and supports schools managing multiple streams with flexible admission policies.

Feature 1: Stream & Subject Display Configuration in Admit Card

Purpose

To make admit cards more informative and aligned with the student's registration choices, new provisions have been introduced to display stream and subject details directly on the Admit Card. This enhancement ensures that the admit card accurately reflects the stream preference and subject selection made by the student during registration, reducing ambiguity and improving communication with students and parents.

Navigation

Registration → Certificate Setting → Admit Card

Key Functionality

• Added new tags for Stream and Subject in Admit Card Certificate Settings.
• Enables schools to fetch and display stream data preference-wise:
• Print only Priority 1 stream, or
• Automatically fall back to the next priority if Priority 1 is unavailable, or
• Display multiple preferences (e.g., Priority 1 to 3) as configured.
• Subjects are displayed based on the student's selected subjects during registration.
• Ensures the admit card prints the actual stream selected/filled by the student, with priority-based control.

Key Benefits

• Accurate Representation: Admit cards now clearly reflect the student's chosen stream and subjects.
• Preference-Based Control: Schools can decide whether to show only Priority 1 or multiple stream preferences.
• Reduced Confusion: Eliminates mismatch between registration data and admit card details.
• Professional Documentation: Produces clear, complete, and reliable admit cards for examinations.
• Flexible Configuration: Supports multiple-stream schools with varying admission and preference policies.

Feature 1: Health Card Upload and Download Option

This enhancement introduces an option to upload and download the Health Card (Medical Form) within the Registration module, simplifying health record management for both administrators and parents.

Navigation

Registration → Master Setting → Registration Setting → Group Wise Setting

Parent Portal: Side Menu → Health Card → Download

Key Functionality

• Under Group-wise Setting, an option has been added to Upload and Download the Health Card (Medical Form).
• On the Parent Portal, Health Card module is available in the side menu.
• Parents can conveniently download the Health Card directly from this module or from the Download Guidelines section during registration.

Key Benefits

• Provides a centralized and organized way to manage student health records.
• Enables parents to easily access and download the Health Card without manual support.
• Improves efficiency and transparency in the health document submission process.

Feature 2: Addition of APAAR ID and SRN Fields in Registration Form

To enhance student identity management and align with updated institutional requirements, two new fields — APAAR ID and SRN — have been added to the Registration form.

Navigation

Registration → Entry → Registration

Key Functionality

• New fields APAAR ID and SRN have been introduced alongside PEN and Aadhaar Number in the Registration form.
• Both fields are alphanumeric in nature and can be entered during the registration process.
• The captured details will be stored along with other student information for future reference and reporting.

Key Benefits

• Supports compliance with updated student identification and record-keeping standards.
• Ensures a more comprehensive and accurate student information database.
• Facilitates smoother data exchange and verification with external educational systems.

Feature 3: Auto-Assignment of Roll Number on Student Transfer

This enhancement ensures accurate and sequential roll number assignment when students are transferred from the Registration module to the Student Information (SI) module.

Key Functionality

• When a student is registered and transferred to the SI module, the system will now automatically assign a Roll Number based on the Max +1 series logic.
• This replaces the earlier behavior where the Roll Number was assigned as 0 by default.
• Ensures consistent roll number sequencing without manual intervention.

Key Benefits

• Automates roll number generation, reducing manual effort and errors.
• Maintains proper sequencing and data consistency across modules.
• Improves accuracy and reliability during the student transfer process.

Feature 4: Registration Receipt Download Provision

With this update, users can now instantly download registration receipts post offline entry, bringing greater convenience and efficiency to the registration process.

Key Functionality

• A new Registration Receipt tab has been introduced in the Registration section.
• Once an offline registration entry is saved, users can directly download the receipt from the same form.
• Alternatively, after saving the offline registration, the system can auto-redirect to the Registration Collection page, where the Receipt Download option is also available.

Key Benefits

• Provides quick access to registration receipts without navigating to multiple pages.
• Enhances efficiency in managing offline registrations and payment confirmations.
• Improves user experience with a seamless, one-click receipt download process.

Feature 1: Scan & Pay Enabled for Registration Fee Collection

The Registration module has been upgraded to support Scan & Pay at the school counter, alongside other payment modes, for collecting registration fees more conveniently.

Navigation

Registration → Registration Collection → Online Payment

Key Benefits

• Flexible Payments: Supports both Scan & Pay and traditional payment options.
• Parent Convenience: Enables quick and hassle-free registration fee payment at the counter.
• Simplified Workflow: Makes fee collection faster and more efficient for school staff.

Feature 2: Scan & Pay Enabled for School Fee Post-Registration

Once a registration is confirmed, schools can now collect school fees directly through the Registration module at the counter, using Scan & Pay along with other enabled payment modes.

Navigation

Registration → Registration Collection Transfer → Online Payment

Key Benefits

• Seamless Transition: Move smoothly from registration confirmation to fee collection.
• Multiple Payment Options: Supports Scan & Pay and other payment modes.
• Convenient for Parents & Staff: Reduces steps and simplifies the collection process.

Feature 3: Auto-Generate Receipt Numbers for Registration Collection

The Registration module now supports automatic receipt number generation during registration fee collection, ensuring accurate tracking and streamlined record management.

Key Benefits

• Better Tracking: Each payment is linked to a unique receipt number.
• Improved Transparency: Easy reference for parents and school staff.
• Organized Records: Simplifies reconciliation and audit processes.

Feature 1: New Data Point - Attendance Percentage

We have added a new data point labeled "AttendancePercentage" in the Excel sheet used for template creation. This data point allows users to include student attendance percentage through the mail merge process while generating certificates and other documents.

• The "AttendancePercentage" tag for fetching the student's data in the certificate.
• The ERP system calculates the attendance percentage using the formula: (Present Days of Student / Total Working Days) × 100

Navigation:

Student Information Module → Certificate Setting → Template Button → Click on Student Template → Download Excel Sheet → Navigate to GE Column

Benefits:

• Automated attendance calculation for seamless document generation.
• Flexible template customization using mail merge.
• Efficient student attendance tracking in reports and certificates.

Feature 2: Additional Data Points for Mail Merge

We have added new data tags to enhance the mail merging process for generating Student ID Cards and Certificates.

• PresCity - Displays the Present City on the Student ID Card (Available in the Student ID Card Template on the Certificate Setting page).
• StPincode - Displays the Pin Code of the student's address on the Student ID Card (Available in the Student ID Card Template on the Certificate Setting page).
• WorkingDays - Displays the Total Working Days for a particular class on the Student Certificate (Available in the Student Template on the Certificate Setting page).

This enhancement streamlines the mail merge process, ensuring accurate and efficient certificate and ID card generation. 🏫📜

Feature 3: Attendance Summary Fields Added

We have enhanced the Attendance Tab by adding three new read-only fields to provide a quick summary of a student's attendance records.

• Total Working Days - Displays the total number of working days for the student.
• Total Days Attended - Shows the total number of days the student was present.
• Total Absentee - Reflects the total number of days the student was absent.

How to Access?

Navigation: Student Master → Select a Student → Click Details Tab → Tap on Attendance Tab

This update helps administrators and staff quickly review student attendance records at a glance. 📊✅

Feature 4: House Strength Visibility in Student Enrollment Process

We have introduced a new feature that allows admins to view the strength of each house while adding a new student to the ERP system.

• The "House" dropdown now displays the house names along with their current strength when enrolling a student.
• Upon selecting the class, the particular house list and strength will populate, ensuring only relevant houses linked to the selected Class & Section are shown.
• If no class is selected above, then all the houses and their strengths will be displayed.

How to Access?

Navigation: Student Master → Click (+) to add a student → Student Details Form

This enhancement provides better visibility and control over house allocations, ensuring balanced student distribution across houses. 🏫📋

TRANSPORT MODULE

Feature 1: New Transport Report - Route Wise Defaulters

We are pleased to introduce a new transport report titled "Route Wise Defaulters" in the system. This report helps users identify students who have not paid their transport fees for a selected installment.

How to Generate the Report?

1. Select the Travel Type
2. Choose the Route Name and Stop
3. Select the relevant Installment Names
4. Choose the Class or Multiple Classes
5. Click the Display button

The report will be displayed in a grid format, listing students from the selected class(es) who are defaulters for the chosen installment. Download the report in PDF or Excel sheet as per your requirement.
This feature enhances fee tracking and helps administrators take necessary follow-up actions efficiently.
For further details, please reach out to the support team. 🚀

Feature 1: Security Refund & Adjustment Integration with Financial Accounting- 1871918

Integrated the Security Refund & Adjustment process with the Financial Accounting (FA) module to ensure that refund and adjustment transactions are properly reflected in the accounting system.

Key Features

• Integrated Security Refund & Adjustment transactions with the Financial Accounting module.
• Security refund transactions can now be recorded through the Voucher Entry (Payment) process.

Feature 1: Online Payment (Mobile App) → Activity Fee

Enhanced the Activity Fee selection screen to improve the visibility of activity head names. The system now provides a provision to display the complete Activity Head name, enabling users to easily identify activities without confusion This can be viewed by displaying the full name on hover (where supported) or by automatically showing the complete activity name, improving usability and reducing the chances of incorrect fee selection.

Feature 2: Carry Forward Previous Year Dues along with the Applicable Previous Year Late Fee

Added a provision to carry forward Previous Year Dues along with the applicable Previous Year Late Fee during fee collection.

A new setting, Include Last Year Late Fine (Fee Collection), has been introduced in Fee → Collection Setting. When enabled, the system automatically transfers the previous year's outstanding dues and their corresponding late fee separately, ensuring accurate fee collection and eliminating the need for manual late fee calculations and adjustments.

Feature 3: Fee Adjustment – Added Provision to Adjust Late Fee and Readmission Fee

Enhanced the Fee Adjustment form by adding support for Late Fee and Readmission Fee as adjustable fee heads. Schools can now directly adjust, transfer, or reimburse these fee components along with other fee heads without requiring manual workarounds or separate accounting entries.

Key Benefits

• Simplifies the adjustment and reimbursement of Late Fee and Readmission Fee.
• Eliminates manual calculations and offline adjustments.
• Ensures accurate fee reconciliation and accounting.
• Reduces administrative effort while improving the overall fee adjustment process.

Feature 4: Previous Year Dues Indicator in Fee Collection

Key Functionality

• Added a "Previous Year Dues" indicator in the Fee Collection screen to highlight students with outstanding dues from the previous academic session.
• The indicator is displayed when Include Last Year Due is enabled in Fee & Billing → Fee Settings → Collection Settings and the student has pending dues from the previous session.
• Provides a clear visual alert to fee collection operators during offline fee collection.
• Helps identify students with pending previous-year dues without automatically including those dues in the current fee collection.
• Improves visibility of outstanding dues, reducing the chances of missed collections and manual verification.

Feature 1: Online Payment – Multi-Select Activity Head Selection in Parent Portal

Purpose

To simplify the payment process by allowing parents to select multiple activity fee heads simultaneously and complete the payment in a single transaction.

Key Functionality

• Enhanced Fee & Billing → Fee Collection → Online Payment → Other Activity in the 10X Parent Portal.
• Replaced the existing Activity Head dropdown with a multi-select checkbox list.
• All available activity heads are displayed along with their respective payable amounts.
• Parents can select one or multiple activity heads simultaneously using checkboxes.
• The system automatically calculates the total payable amount based on the selected activity heads.
• All selected activities can be paid through a single online payment transaction, eliminating the need for multiple payment attempts.

Key Benefits

• Enables parents to pay for multiple activities in one transaction.
• Eliminates the repetitive process of selecting activity heads individually from a dropdown.
• Reduces the number of online payment transactions required.
• Improves user experience by making activity fee payment faster and more intuitive.

Feature 2: Campus Care 10X – ICICI Paymode Integration (Orange Payment Gateway)

Key Functionality

• Integrated ICICI Paymode in Fee & Billing → Online Payment Settings for Campus Care 10X.
• Utilizes the existing Orange Payment Gateway integration for processing online fee payments.
• Once configured, ICICI Paymode will be available as a payment option in the Parent Portal/10X during online fee payment.

Feature 3: Default Payment Gateway Priority Configuration

To provide a centralized reporting interface for analysing fee, petty fee, adjustment, refund, and collection transactions through multiple summary and detail reports, enabling schools to track collections efficiently across different fee heads.

Feature 4: Fee Petty Heads Wise Summary Report

Purpose

To provide a centralized reporting interface for analysing fee, petty fee, adjustment, refund, and collection transactions through multiple summary and detail reports, enabling schools to track collections efficiently across different fee heads.

Key Functionality

A new menu Fee Petty Heads Wise Summary has been introduced under Fee & Billing → Reports.

The report provides the following report types:

1. Fee Petty Overall Summary Report
   • Displays head-wise summary of all Fee, Petty Fee, Adjustment Fee, Refund Fee, and other configured collection types.
   • Groups data by collection type and displays the corresponding amount along with subtotals and grand totals.
2. Student Collection Summary Paymode Report
   • Generates a summarized collection report based on payment mode.
   • Option to include report header and signature.
   • Export available in Excel and PDF formats.
3. Student Collection Detail Report
   • Generates a detailed student-wise collection report.
   • Allows report generation as well as Excel and PDF export.

Feature 5: Class-Section Wise Fixed Fee Amount Configuration

A newClass Wise Fixed Amountprovision has been introduced to simplify the process of configuring fixed fee amounts for students belonging to a particular Class & Section. Previously, users were required to manually enter the Student Admission Number and Student Nameindividually while assigning fixed amounts, making the process time-consuming and prone to errors.

With this enhancement:

• A new Class Wise Fixed Amount page has been added, which can be accessed through the Apply To option available against each Fee Head in the Fee Structure page.
• Users can select the Class & Section, Fee Installment, and Fee Head. Upon clicking Display, the system automatically fetches all students of the selected Class & Section.
• The system automatically populates the following details for each student:
  • Admission Number
  • Student Name
  • Structure Amount (Configured Fee Structure Amount)
• Users only need to enter the Fixed Amount and Remark (if applicable) for the respective students.
• The configured fixed amount is automatically considered during Fee Collectionfor the selected Fee Head.

Feature 1: ICICI Orange Payment Gateway Integration

Purpose

To enable schools to process online fee payments throughICICI Bank’s Orange Payment Gateway based on institutional payment preferences and banking requirements.

Key Functionality

• Added a new Orange Payment Gateway configuration under:Fee & Billing → Online Payment Settings
• Supports integration with ICICI Bank Orange Payment Gatewayas per provided API/documentation specifications.
• Enables schools to configure gateway credentials and activate Orange Gateway for online fee transactions.
• Allows parents/students to make fee payments through the newly configured payment gateway.
• Supports transaction status handling, payment confirmation, and reconciliation processes.

Feature 2: Student Imprest Management & Expense Adjustment System

Purpose

To automate the collection, adjustment, utilization, and tracking of student imprest amounts across academic sessions while maintaining complete visibility of expenses and balances.

Key Functionality

1. Imprest Amount Collection
   • Provide a dedicated provision to collect the Imprest Amount from students through the Fee & Billing module.
   • The imprest amount should be configurable academic session-wise.
2. Installment-wise Collection Logic
   • New Students: The imprest amount will be collected in the 1st Installment.
   • Existing Students: The imprest amount will be collected in the 2nd Installment.
3. Previous Session Balance Adjustment
   • For existing students, the system will automatically consider the unutilized imprest balance from the previous academic session.
   • Payable Imprest = Current Session Imprest Amount − Previous Session Available Balance

   Example:

   • Session 2025-26 Imprest Collected = ₹3,000
   • Expenses Booked = ₹2,000
   • Balance Available = ₹1,000
   • Session 2026-27 Imprest Amount = ₹4,000
   • Net Payable Imprest = ₹4,000 − ₹1,000 = ₹3,000
4. Additional Recovery for Excess Expenses
   • If total expenses exceed the collected imprest amount, the outstanding amount will be automatically recovered in the Last Installment of the academic session.
   • The system should calculate and post the additional recoverable amount automatically.
5. Expense Head-wise Tracking
   • Provide a provision to record and display imprest utilization under different Expense Heads.
   • Examples: Books, Stationery, Activities, Laboratory, Transport, Uniform, Miscellaneous, etc.
   • Maintain complete expense history with date, amount, expense head, and remarks.

Step 1– To Verify Expense Head Grouping Page

Step 2–To Verify Fee Expense Master Page.

Step 3–To Verify Fee Head Page

Step 4-To Verify Collection setting Page.

Step 5-To Verify Fee Pay Type Page

Step 6-To Verify Fee Structure Master Page

Step 7-To Verify Fee Collection Page

Step 8-To Verify Fee Expense Entry Page

> Class wise delete and update

Key Benefits

• Automates imprest collection and balance adjustment across sessions.
• Eliminates manual calculation of carry-forward balances.
• Ensures accurate recovery of excess expenses.
• Provides transparent expense tracking for schools and parents.
• Maintains detailed audit trail of imprest utilization by expense category.

Feature 3: Unadjusted Excess Amount Column in Final Fee Due List Report

Purpose

To provide visibility of students' unadjusted excess fee amounts in the Final Fee Due List Reportand ensure accurate outstanding balance calculation.

Key Functionality

• Added a new column "Unadjusted Excess Amount" immediately after the "Discount/Concession" column in Fee & Billing → Reports → Final Fee Due List Report.
• The column will display any excess fee Amount received from the student that is yet to be adjusted against future dues.
• The Balance calculation has been revised as follows:
  • Balance = Total Due − Paid Amount − Discount/Concession − Unadjusted Excess Amount

Key Benefits

• Provides clear visibility of excess fee collections pending adjustment.
• Ensures accurate due amount reporting by considering unadjusted excess balances.
• Reduces manual reconciliation efforts and improves financial reporting accuracy.

Feature 1: Default Pay Mode Configuration for Petty Collection

Purpose

To streamline petty cash transactions and reduce manual selection errors during collection, a provision has been added to configure a default payment mode specifically for petty collections.

Navigation

Fee & Billing → Collection Setting

Key Functionality

• Introduced a Default Pay Mode setting for Petty Collection in Collection Settings.
• Admin can configure the preferred default payment mode (e.g., Cash, Card, UPI, etc.).
• The selected default mode will automatically appear in the Petty Collection entry form during transaction processing.

Key Benefits

• Faster Data Entry: Reduces the need to select payment mode repeatedly.
• Operational Efficiency: Simplifies petty cash collection workflow.
• Reduced Errors: Minimizes incorrect payment mode selection.
• Consistent Transaction Recording: Ensures standardized payment mode usage across petty collections.

Feature 2: Fee Report Enhancements

“TOTAL” Caption in Head wise Concession Collection Report

Functionality Added

• In Fee & Billing → Fee Reports → Head wise Concession Collection Report, the last row now displays the caption “TOTAL”.
• The caption appears alongside the aggregated values for Collected Amount and Concession Amount.
• Ensures clearer identification of the final summarized row in the report.

Benefits

• Improves report readability and presentation.
• Provides clear visibility of summarized financial totals.
• Aligns report format with standard financial reporting practice.

2.Bold Report Caption Display

Functionality Added

• The Report Caption configured in Fee Report Settings will now be displayed in Bold format in the generated reports.
• Applies to report preview as well as PDF and Excel exports.

Benefits

• Enhances report header visibility.
• Improves professional formatting of exported reports.
• Makes report identification easier for users and auditors.

3.Mother Name Column in Student Wise Fee Details Report

Functionality Added

• Added Mother Name column in Fee & Billing → Fee Reports → Student Wise Fee Details Report.
• The field can also be managed through Fee Report Settingsfor visibility configuration.

Benefits

• Provides additional student identification details.
• Helps differentiate students with similar names.
• Improves accuracy in report-based verification.

Admission Type Column in Student Collection Detail Report

Functionality Added

• AddedAdmission Type column in Student Collection Detail Report.
• Displays student category as New Admission or Old Admission.
• The column can be enabled/disabled through Fee Report Settings.

Benefits

• Helps schools analyze collection data based on admission category.
• Supports financial analysis for new admissions vs existing students.
• Improves reporting flexibility.

5. Cheque/DD Deposit Detail Report Enhancements

Functionality Added

• DD Collection Support
  • The Cheque Deposit Detail Report now includes Demand Draft (DD) collections along with cheque transactions.
• Payment Mode Filter
  • Added filter option in the report filter screen to select:
  • Cheque
  • DD
  • The report displays records according to the selected pay mode.
• Dynamic Report Name in Export
  • The Report Name configured in Fee Report Settings will now automatically appear:
  • In PDF export
  • In Excel export
  • During report preview.

If select Receipt mode as a DD then

Benefits

• Enables consolidated reporting for cheque and DD deposits.
• Improves filtering and analysis based on payment mode.
• Ensures consistent report naming across previews and exports.
• Enhances report clarity and usability for finance teams.

Feature 3: Installment Wise Requisition Slip Generation

Key Functionality

• In Fee & Billing → Requisition Slip, an “Installment Wise” checkboxhas been introduced.
• When this checkbox is selected:
• The system generates separate requisition slips for each installment.
• Each installment (e.g., Apr Install, May Install, etc.) appears on an individual requisition slipinstead of combining multiple instalments into a single slip.
• When the checkbox is not selected:
• The system generates a consolidated requisition slip containing all selected instalments together.

Key Benefits

• Providesflexibility in fee slip generation based on school requirements.
• Improvesclarity for parents by displaying installment-wise payment details.
• Helps schools that issueseparate fee slips for each billing cycle.
• Reduces confusion during installment-based fee payments.

Feature 4: Student Ageing Report (After Due Date)

Purpose

To enable schools to track outstanding dues more effectively, a new report “Student Ageing Report (After Due Date)” has been introduced. This helps identify how long a fee has been pending after its due date, supporting better follow-up and financial monitoring.

Key Functionality

• Added new report:Fee & Billing → Fee Reports → Student Ageing Report After Due Date
• The report calculates pending days based on Due Date, not bill date or transaction date.
• Ageing Logic
• Pending Days = (As On Date – Due Date)
• Only dues past the due date are considered.
• If due date is not crossed, ageing is not calculated.

• Report Filters
  • As On Date
  • Fee Group
  • Class
  • Fee Installment
  • Select Type (as applicable)

• Report Output
  • Displays:
  • Student details (Name, Class, Parents info, etc.)
  • Installment-wise Due Amount
  • Pending Days (Ageing) per installment
  • Grand Total ageing and amount

• Installment-wise Display
  • Shows separate columns for each installment:
  • Amount
  • Days (pending after due date)

Feature 5: Fee Certificate Transfer & Concession Report Enhancement

Purpose

To reduce repetitive setup efforts across academic sessions and provide better financial visibility, enhancements have been introduced for Fee Certificate transfer and Head-wise Concession reporting.

Key Functionality

• 1. Fee Certificate Transfer to Next Session
  • Added provision in: Fee & Billing → Transfer to Next Year
  • Functionality:
  • Fee Certificates will now be automatically transferred to the next academic session.
  • Transferred certificates will be editable in the new session.
  • Any modifications made will be applicable only to that specific session (session-wise impact).
  • Eliminates the need to re-upload or recreate certificates every year.

Next Session (2026-2027) - Before Transfer to Next Year

- Current Session (2025-2026)

Next Session (2026-2027) - After Transfer to Next Year 

• 2. Head-wise Concession Report Enhancement
  • In: Fee → Reports → Head Wise Concession List
  • Added two new configurable columns in Report Setting:
  • Gross Fee
    • Displays total fee as per fee structure.
    • Calculated based on selected installment(s).
  • Net Payable
    • Displays fee after applying concession.
  • Columns can be enabled/disabled from frontend via report settings.

Key Benefits

• Reduced Manual Effort: No need to upload fee certificates every session.
• Session-wise Control:Changes in certificates do not affect previous sessions.
• Improved Financial Transparency: Clear visibility of Gross vs Net payable fee.
• Better Concession Analysis:Helps track how much concession is given overall.
• Flexible Reporting:Users can customize report columns as per requirement.

Feature 6: Pay Mode Mapping Correction in Collection Setting

Updated the pay mode mapping in Collection Settings to ensure accurate classification, where ECS is mapped to Visa Card and UTR is mapped to Diners Club improving payment mode consistency in transactions and reports.

Feature 7: Discount Type in Annual Discount Setting (Fee Collection)

Key Functionality:

• Introduced a new field “Discount Type” in Fee → Collection Setting → Annual Discount Setting
• Allows users to define thetype of discount (e.g., First Half, Yearly, etc.) while configuring annual discounts.

Key Benefits:

• Provides better control and classification of discounts
• Ensures accurate discount application during fee collection
• Improves flexibility in managing different discount structures

What's New in Fee & Billing

This release significantly strengthens financial transparency, reconciliation accuracy, and collection efficiency across the Fee & Billing module. Schools now benefit from clearer visibility of payable amounts—including cheque bounce charges—along with improved online payment verification through Billdesk integration. The introduction of split settlement for Ease buzz simplifies banking operations, while new reports and session corrections enhance audit readiness. A completely redesigned Fee Dashboard delivers real-time, graphical insights into collections, defaulters, and trends, enabling principals and management to make faster, data-driven decisions with reduced manual effort.

Feature 1: Cheque Bounce Amount Visibility in Requisition Slip

Purpose

To ensure accurate and transparent fee communication with parents, the Requisition Slip has been enhanced to consistently display pending cheque bounce charges. This change ensures that the actual payable amount is always reflected on the requisition slip until the cheque bounce amount is fully collected, avoiding confusion and missed dues.

Key Functionality

• When a cheque bounce charge is pending, it is automatically tagged to the Requisition Slip.
• The cheque bounce amount will appear on the requisition slip for any installment generated (current or future).
• The charge continues to be displayed until the cheque bounce amount is paid by the parent.
• Once collected, the cheque bounce amount will no longer appear on subsequent requisition slips.
• Ensures the requisition slip always shows the correct total payable amount from the parent's perspective.

Benefits

• Accurate Fee Demand: Parents clearly see all pending charges, including cheque bounce amounts.
• No Revenue Leakage: Prevents cheque bounce charges from being overlooked or missed.
• Consistent Billing: Bounce charges are carried forward automatically across installments.
• Reduced Disputes: Eliminates confusion regarding additional charges at the time of payment.
• Improved Financial Control: Ensures complete and timely recovery of cheque bounce penalties.

Feature 2:Easebuzz Payment Gateway - Split Settlement Support

Purpose

To simplify reconciliation and auditing for schools using the Easebuzz payment gateway, split settlement functionality has been introduced. This enhancement allows schools to operate multiple bank accounts under a single MID, eliminating the need to manage multiple MIDs and reducing operational complexity.

Key Functionality

• Enables multiple bank accounts to be configured under one Easebuzz MID (similar to Atom split functionality).
• Supports transaction-level mapping to route collections to the appropriate bank account.
• Ensures automated settlement into respective bank accounts based on defined rules.
• Maintains accurate transaction tracking for reporting, reconciliation, and audits.

Benefits

• Simplified Reconciliation: Removes dependency on multiple MIDs, making reconciliation easier and cleaner.
• Audit-Friendly: Centralized MID with split settlements improves traceability and audit readiness.
• Operational Efficiency: Reduces payment gateway configuration and management overhead.
• Flexible Banking Setup: Supports multiple bank accounts without changing the payment flow for parents.
• Scalable for Large Schools: Ideal for institutions managing collections across different accounts or branches.

Feature 3:Class & Section Display in Student Profile Details (Fee Collection)

The Student Profile Details view in Fee Collection has been enhanced to display the Class and Section of each student. This ensures clearer student identification—especially in sibling profiles—and helps users quickly verify academic context while performing fee-related activities.

Feature 4: Fee Cancelled Report Added

A new Fee Cancelled Report has been introduced in the Fee & Billing module. This report follows the same format as the Fee Deleted Report and displays all cancelled fee receipt records, enabling schools to track and review cancelled transactions accurately for audit and reconciliation purposes.

Feature 5: Academic Session Format Correction in Multi-Year Collection with Registration Report

In the Multi-Year Collection with Registration report, the Academic Session column has been corrected to display the full session format (e.g., 2025-2026) instead of only the starting year (2025). This now aligns the display with the existing Multi-Year Collection Report, ensuring consistency and clearer interpretation of academic year data.

Feature 6: Integration of Billdesk Status API for Online Payment Verification

Purpose

To enhance reliability in online fee transactions, the Billdesk Status API has been implemented for real-time verification of payment status. This ensures that pending or uncertain transactions can be re-verified directly with the payment gateway, reducing reconciliation gaps and manual follow-ups.

Key Functionality

• Integrated Billdesk Status API in the Online Payment Status form.
• Enables real-time fetching of the latest transaction status from Billdesk.
• “Reverify” action validates transactions that are in Transaction Begin / Failed states.
• Updates payment records automatically based on gateway response.
• Supports verification using Transaction No., Date Range, and Payment Type filters.

Benefits

• Accurate Reconciliation: Eliminates mismatches between ERP and gateway records.
• Reduced Manual Effort: Instant verification without back-office intervention.
• Improved Parent Experience: Faster confirmation of successful payments.
• Operational Transparency: Clear visibility of actual gateway transaction status.

Feature 7: Enhanced Fee Dashboard - 10x UI & Analytics Upgrade

Purpose

The Fee Dashboard has been completely redesigned to provide a faster, more intuitive, and data-driven view of fee collections. The new interface delivers real-time financial insights through interactive graphs and tables, enabling schools to monitor collections, dues, and trends more effectively without navigating multiple reports.

Key Functionality

The upgraded dashboard now includes:

• Today Fee Collection (User-Wise): Track daily collections by individual users/counters.
• Year-Wise Fee Summary:Overall collection overview for the academic year.
• Collection Mode Analysis: Breakup by Cash / Online / Cheque / Other modes.
• Installment-Wise Collection Data: Performance of each installment.
• Day-Wise Collection for Month: Daily trend view for the selected month.
• Post Due-Date Collection: Count of students who paid after due date.
• Defaulter as on Date: Select any date to view pending students and amount.
• Class-Wise Fee Summary: Collection and outstanding per class.

Visualization Options

• Dual representation enabled:
  • Bar Graph / Pie Chart
  • Tabular View

Feature 1: Additional Student Details in Fee Concession Report

This enhancement provides schools with better visibility of concession-related student information by including key contact and address details in the Fee Concession report. This addition supports schools in planning house visits and maintaining accurate communication records.

Key Functionality

• In Fee & Billing → Fee Report → Fee Concession → Fee Report Setting, additional fields have been introduced:
• Concession Entry Date
• Present Address
• Mother’s Name
• Contact Numbers
• These details are now displayed alongside existing concession information in the report.
• Facilitates easy access to essential student details for operational and follow-up purposes.

Benefits

• Enables schools to plan and manage house visits efficiently for concession students.
• Improves accessibility of student contact and address details in a single report.
• Enhances administrative convenience and data completeness within the Fee Concession report.

Feature 2: New Report Added

A new Fee Final Due List report has been introduced to provide a comprehensive overview of students with outstanding fee amounts, helping schools manage and track pending dues more effectively.

Feature 3: Date Filter and Validation in Fee Fixed Report

This enhancement improves accuracy and control in fee data management by introducing mandatory date validation and date-range filtering in the Fee Fixed Report.

Key Functionality

• A From Date – To Date filter has been added for refined data viewing.
• Mandatory date entry for each fixed amount under fee heads and installments.
• Entries without dates will not be accepted.
• From Date defaults to academic session start.
• To Date defaults to current system date.
• Bulk entry functionality enabled.

Benefits

• Ensures completeness and accuracy of fee records.
• Facilitates better tracking and reporting through date-wise filtering.
• Reduces data entry errors and improves administrative efficiency.
• Supports faster bulk updates with enhanced validation control.

Feature 4: Editable Payment Type Configuration

This enhancement allows schools to customize and manage payment type names (e.g., School Fee, Admission Fee, Hostel Fee) to align with internal terminology.

Functionality

• A new form – Payment Type has been introduced.
• Schools can edit existing payment type names.
• Updated names reflect across Receipt Details, Fee Collection Form, and Online Fee Portal.

Benefits

• Provides flexibility to align terminology with school needs.
• Ensures consistency across all fee-related interfaces.
• Simplifies administration and improves clarity in fee records.

Feature 5: Fee Installment Tag in No Due Certificate

A new “FeeInstallment” tag can now be used within the certificate template to automatically fetch and display installment information in the No Due Certificate.

Feature 1: Option to Print Student Ledger with/without Header

A new enhancement while printing Student Ledger allows users to print the ledger with or without the header section, providing flexibility in document presentation.

• Customizable Printing: Choose whether to include the header in printed ledgers.
• Professional Presentation: Tailor the output to meet school or parent requirements.
• Improved Convenience: Streamlines printing options for staff and administration.

Fee & Billing -> Fee Certificate -> Student Ledger

Feature 2: Student Ledger – Customizable Footer

A new dynamic footer option has been added to the Student Ledger, allowing schools to customize the footer content as per their requirements.

Fee & Billing -> Fee Certificate -> Student Ledger

• Customizable Footers: Tailor footer content for official or internal use.
• Professional Presentation: Ensures ledgers meet school formatting standards.
• Flexible Reporting: Adjust footers without affecting the main ledger content.

Feature 3: Display Username and Print Date on All Fee Reports

All fee reports now display the username of the person generating the report and the print date, improving traceability and record-keeping.

• Better Accountability: Know who generated each report.
• Improved Tracking: Easily reference the print date for records.
• Enhanced Transparency: Supports accurate audit and reporting processes.

Feature 4: Bill Desk Payment Gateway Integration

A new Bill Desk payment gateway has been integrated, allowing seamless and secure online fee payments for parents. Bill Desk is one of India’s most trusted digital payment platforms, widely used by banks, businesses, and institutions to process online transactions securely and efficiently.

Feature 5: Percentage-Based Tuition Fee Generation

A new percentage-based tuition fee generation option has been added, using the Certificate Percentage field provided to the school to calculate fees automatically.

Fee & Billing -> Reports -> Fee Certificate -> Select Certificate Type(Tuition Fee) -> Certificate Percentage

• Automated Fee Calculation: Tuition fees are generated based on the school-provided certificate percentage.
• Time-Saving: Reduces manual calculations and errors.
• Flexible Management: Enables schools to implement percentage-based fee policies efficiently.

Feature 6: Automatic Transfer Due Generation on TC Issuance

A new enhancement allows automatic generation of transfer dues when issuing a Transfer Certificate (TC), based on predefined settings.

• Automated Process: Reduces manual effort in calculating transfer dues.
• Accurate Billing: Ensures dues are generated correctly according to school settings.
• Streamlined Workflow: Speeds up the TC issuance process and improves efficiency.

Feature 7: Fee Collection – Disable Partial Payments

A new enhancement allows schools to disable partial payment collection from the Fee Collection form via the Collection Settings page. Two options are available:

• Partial Offline Payment: Enabled by the school for in-person fee collection.
• Partial Online Payment: Enabled on the parent portal for online fee submissions.

Fee & Billing -> Fee Setting -> Collection Setting

Partial Offline Payment

Partial Online Payment

Fee & Billing -> Fee Setting -> Parent Portal Setting

• Flexible Payment Control: Schools can manage how partial payments are collected.
• Improved Accuracy: Reduces confusion by clearly separating offline and online partial payments.
• Enhanced Convenience: Provides clarity for both staff and parents on payment options.

Feature 8: Automatic Quarterly Selection for Online Payments

A new enhancement provides flexibility to configure the core fee structure into quarterly or half yearly for parents to pay online fee through parent portal or mobile app.

• If the installment name is April and installment group is Installment, selecting April will automatically include May and June with their respective installment names and groups.
• Supports seamless quarterly collection while keeping the monthly fee structure intact.
• Reduces manual selection for parents and ensures all relevant installments are included in online payments.

• Convenient Payments: Parents can pay quarterly without missing any month.
• Accurate Fee Collection: Automatically includes all installments within the quarter.
• Time-Saving: Minimizes errors and reduces administrative follow-up.

Feature 9: Excess Fee Handling and Adjustment

A new enhancement allows schools to manage extra payments made by parents, even when the full academic year fee has been paid. The system intelligently allocates the excess amount to adjust against the last installment, other due installments, or carries it forward to the next academic year.

• Automatically allocates extra payments to the last or pending installment of the same academic year.
• Allows carrying forward excess amounts to the next academic year if not fully adjusted.
• Ensures accurate classification of collected amounts as excess fees for proper accounting.
• Handles multiple scenarios: fully paid academic year, pending dues in any installment, or partial adjustment across years.

• Accurate Accounting: Extra payments are properly tracked and adjusted.
• Flexible Management: Supports adjustments within the same year or across academic years.
• Simplified Workflow: Reduces manual calculations and follow-up for school staff.

Feature 1: Footer Description on Student Ledger Certificate

Overview

We have introduced two new enhancements to improve the Student Ledger Certificate, making it more presentable and effective for school administration.

Key Enhancements

1. New "Footer Description" Field
1. A new textbox labeled "Footer Description" has been added to the Fee Certificate page while generating the Student Ledger certificate.
2. The content entered in this field will appear in the footer of the generated certificate.
3. Use Case: Schools can now include specific statements like “This certificate is being issued on request for submission to the Income Tax Department.”

2. Improved Due Details Representation
1. If a student has no outstanding dues, the due details table on the certificate will display "Nil" instead of being left blank.
2. This ensures clarity in the certificate's financial summary.

Benefits:

• Enhanced presentation of the Student Ledger Certificate.
• Greater flexibility for schools to include necessary disclaimers.
• Improved clarity in due amount representation.

Feature 2: New Fee Reports are Added

We have introduced the following reports to the Fee Reports page to enhance financial tracking and analysis:

1. Paymode Wise Report Group
1. Admins can now view the total amount collected within a specific Fee Report Group.
2. The report aggregates amounts collected from all fee heads belonging to the selected report group.
3. The total amount is displayed based on the receipt mode (e.g., Cash, Bank, Online, etc.) in a row-wise format for better clarity.

2. Monthly Day Wise Collection II
1. This report introduces the session year in which the collection occurred.
2. It supports multi-year data, allowing analysis of payments across different academic sessions.
3. Displays the count of total payments made on a particular date within a specific session.
4. Shows the total amount collected per fee head on each date.
5. Example: If 10 payments were made on 02/04/2024 in the session 2024-25, the report will capture this.

These additions provide enhanced visibility into fee collections, helping administrators manage finances efficiently.

Feature 3: JODO Payment Gateway Integration

We have successfully integrated the JODO Payment Gateway into the system, providing schools with an additional payment processing option.

• Schools can now select JODO in the Gateway Name dropdown on the Online Payment Setting page.
• Once enabled, JODO will be available on the online payment interface in the Parent Portal and payment links shared for online fee collection.

This integration enhances flexibility and provides a seamless online payment experience for parents. 🚀

Feature 4: New Page Added – Excess Fee Remittance

We have introduced a new page titled "Excess Fee Remittance" to facilitate the refund of excess fee amounts collected from parents.

• Purpose: Schools can now return excess amounts that were credited due to duplicate or failed transactions.
• Use Case: If a parent makes a duplicate payment due to a failed transaction that later succeeds, the school can process the refund using this page.

This enhancement ensures transparent and efficient handling of excess fee refunds, improving the payment reconciliation process. 🚀
For further assistance, please contact the support team. 🚀

Feature 1: Dynamic ERP Field Provision for Gate Pass ID in SMS Template Master - 1900142

Added a provision in SMS → SMS Template Master → Select ERP Field to include Gate Pass ID as a dynamic ERP field for use in SMS templates.

Key Features

• Added Gate Pass ID as a selectable dynamic field under Select ERP Field.
• The Gate Pass ID maintained in Student Information → Student Master → More Information can now be fetched dynamically in SMS templates.
• Allows schools to insert the Gate Pass ID directly into the required SMS template, such as the GP Correction template.
• The dynamic value will be fetched from the database based on the student's maintained information at the time of sending the SMS.
• Enables schools to communicate student-specific Gate Pass details to parents without manually entering the Gate Pass ID in each message.
• Provides flexibility to support additional custom/dynamic ERP fields maintained in the system for future communication requirements.

Feature 2: Student-wise Requisition Slip Email- 1900493

Implemented an enhancement in SMS → Send SMS / Email → Email under the Fee Defaulter category for sending Requisition Slips along with emails.

Key Features

• Added provision to send the Requisition Slip as an attachment along with the email.
• The feature is available under Category: Fee Defaulter → Template: Requisition Slip Email.
• Each student receives their own individual Requisition Slip based on their respective fee details.
• The system automatically maps the student-wise requisition slip with the corresponding email recipient.
• Enables schools to send personalized requisition slips in bulk to multiple students/parents.
• Ensures that the correct student's slip is attached to the corresponding recipient's email, avoiding manual attachment and distribution.
• Improves the efficiency of fee follow-up and reduces manual effort in sending student-wise requisition slips.