Accounts teams
Define charges
Schogle · Fees & financial records
Bulk Collection & Adhoc Payments
Handle grouped fee records and additional payments through explicit workflows.
Fees & financial recordsStudent · Sample student 01
Bulk Collection & Adhoc Payments
Student fee recordSample School · Record preview
- Bulk
- Grouped collection
- Spreadsheet
- Three Excel flows
- Additional
- Adhoc payment
Bulk · Grouped collectionSample school record
- 01 · BulkGrouped collection
- 02 · SpreadsheetThree Excel flows
- 03 · AdditionalAdhoc payment
Is this a grouped collection or an additional payment?
Accounts keeps bulk and Excel collection workflows distinct from adhoc payments, so each record has the correct collection context.
01Collect Fee (Bulk)
Grouped or adhoc collection
Accounts keeps bulk and Excel collection workflows distinct from adhoc payments, so each record has the correct collection context. Collect Fee (Bulk) is the part of bulk collection & adhoc payments that supports this task. Bulk and adhoc records distinguishable from routine collection.
- Bulk — Grouped collection
- Spreadsheet — Three Excel flows
- Additional — Adhoc payment
For accounts teams
Bulk and adhoc records distinguishable from routine collection.
Fees & financial recordsStudent · Sample student 01
Collect Fee (Bulk)
Student fee recordSample School · Record preview
- Bulk
- Grouped collection
- Spreadsheet
- Three Excel flows
- Additional
- Adhoc payment
Bulk · Grouped collectionSample school record
02Three Excel collection flows
Grouped or adhoc collection
Use three excel collection flows to review or prepare the recorded information from bulk collection & adhoc payments. Grouped or adhoc collection remains the subject of the review, so the output stays connected to the school task rather than becoming a separate register.
- Bulk — Grouped collection
- Spreadsheet — Three Excel flows
- Additional — Adhoc payment
For accounts teams
Prepare the bulk collection & adhoc payments records for the next school review.
Fees & financial recordsRecord area · Bulk Collection & Adhoc Payments
Three Excel collection flows
Student fee recordSample School · Record preview
- Bulk
- Grouped collection
- Spreadsheet
- Three Excel flows
- Additional
- Adhoc payment
Bulk · Grouped collectionSample school record
03Adhoc Payments
Grouped or adhoc collection
Accounts keeps bulk and Excel collection workflows distinct from adhoc payments, so each record has the correct collection context. Adhoc Payments is the part of bulk collection & adhoc payments that supports this task. Bulk and adhoc records distinguishable from routine collection.
- Bulk — Grouped collection
- Spreadsheet — Three Excel flows
- Additional — Adhoc payment
For accounts teams
Bulk and adhoc records distinguishable from routine collection.
Fees & financial recordsStudent · Sample student 01
Adhoc Payments
Student fee recordSample School · Record preview
- Bulk
- Grouped collection
- Spreadsheet
- Three Excel flows
- Additional
- Adhoc payment
Bulk · Grouped collectionSample school record
Connected school responsibilities
Understand the charge. Follow the record.
Keep charges, adjustments and recorded collections in student context for clearer accounts-team handovers.
School administrators
Record collection and adjustments
Finance leadership
Review receipts and dues
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does bulk collection & adhoc payments cover?
Handle grouped fee records and additional payments through explicit workflows. Its documented capabilities include Collect Fee (Bulk), Three Excel collection flows, Adhoc Payments.
Who benefits from this workflow?
Accounts teams, School administrators, Finance leadership. Bulk and adhoc records distinguishable from routine collection.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team. No payment gateway exists. Online payments are recorded manually. Fee Ledger Phase 1 ships inactive until enabled in configuration.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.