Accounts teams
Define charges
Schogle · Fees & financial records
Collect Fees
Apply the described collection rules while reviewing student charges.
Fees & financial recordsStudent · Sample student 01
Collect Fees
Student fee recordSample School · Record preview
- Earlier dues
- Oldest-first allocation
- Current fee cycle
- Applicable fee heads
- Transport
- Student’s travel assignment
Earlier dues · Oldest-first allocationSample school record
- 01 · StudentAnanya · VI A
- 02 · AllocationOldest-first dues
- 03 · TransportApplicable calculation
Which dues does this collection apply to?
The collection workflow uses oldest-first rules, the chosen dues-enforcement mode and the student’s live transport calculation. It records payments, not gateway transactions.
01Oldest-first collection engine
See the dues before recording a collection
The collection workflow uses oldest-first rules, the chosen dues-enforcement mode and the student’s live transport calculation. It records payments, not gateway transactions. Oldest-first collection engine is the part of collect fees that supports this task. Collection recorded against the applicable dues and transport context.
- Earlier dues — Oldest-first allocation
- Current fee cycle — Applicable fee heads
- Transport — Student’s travel assignment
For accounts teams
Collection recorded against the applicable dues and transport context.
Fees & financial recordsStudent · Sample student 01
Oldest-first collection engine
Student fee recordSample School · Record preview
- Earlier dues
- Oldest-first allocation
- Current fee cycle
- Applicable fee heads
- Transport
- Student’s travel assignment
Earlier dues · Oldest-first allocationSample school record
02Dues-enforcement modes
See the dues before recording a collection
The collection workflow uses oldest-first rules, the chosen dues-enforcement mode and the student’s live transport calculation. It records payments, not gateway transactions. Dues-enforcement modes is the part of collect fees that supports this task. Collection recorded against the applicable dues and transport context.
- Earlier dues — Oldest-first allocation
- Current fee cycle — Applicable fee heads
- Transport — Student’s travel assignment
For accounts teams
Collection recorded against the applicable dues and transport context.
Fees & financial recordsStudent · Sample student 01
Dues-enforcement modes
Student fee recordSample School · Record preview
- Earlier dues
- Oldest-first allocation
- Current fee cycle
- Applicable fee heads
- Transport
- Student’s travel assignment
Earlier dues · Oldest-first allocationSample school record
03Transport computed live
See the dues before recording a collection
The collection workflow uses oldest-first rules, the chosen dues-enforcement mode and the student’s live transport calculation. It records payments, not gateway transactions. Transport computed live is the part of collect fees that supports this task. Collection recorded against the applicable dues and transport context.
- Earlier dues — Oldest-first allocation
- Current fee cycle — Applicable fee heads
- Transport — Student’s travel assignment
For accounts teams
Collection recorded against the applicable dues and transport context.
Fees & financial recordsStudent · Sample student 01
Transport computed live
Student fee recordSample School · Record preview
- Earlier dues
- Oldest-first allocation
- Current fee cycle
- Applicable fee heads
- Transport
- Student’s travel assignment
Earlier dues · Oldest-first allocationSample 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 collect fees cover?
Apply the described collection rules while reviewing student charges. Its documented capabilities include Oldest-first collection engine, Dues-enforcement modes, Transport computed live.
Who benefits from this workflow?
Accounts teams, School administrators, Finance leadership. Collection recorded against the applicable dues and transport context.
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.