MASTER SETTINGS – SETUP GUIDE



Introduction

Welcome to the Easy School Management System Setup Guide.  You will be presented with a set of windows where you will be given the opportunity to enter information that will be required for the operation of this software.

The windows you will be presented with will differ according to the edition of the software that you are using.  Instructions will be given along the way to help you fill in the correct details.  Once you have finished with each window, close the window and the next required window will appear automatically.

Step 1 – School Information

This window is used to enter your school’s name, address and logo.  This information is used when printing invoices and receipts.  This information will also be display on many of the forms that you will use in this software.  Please click the continue button to proceed.

Step 2 – Fee Categories

This window is used to create the categories of fees charged.  Charges are captured according to these categories.  This information may be used for making business decisions.  

Step 3 – Fee Allocation

This window is used to specify the fees for each service provided.  You can specify if it is a one-time fee or a monthly fee.  You can also specify if the fee is a registration fee in which case the fee will be charged upon registration.  The amount that is set for the fee will be used for billing calculations.

Step 4 – Fee Groups

In this window Fee Groups are named.  This is to manage groups of students.  Fee Group assignment to a student is made at registration.  The groups may have a predefined fee setting which can be applied to all the students belonging to that particular group.  This makes it easy to change the fees for students.  When the group fee is edited, the change will be applied to all the students belonging to that group.

Step 5 – Allocation to Fee Group

This window is used to add common services to a group or delete the services from a group.  Once defined, the selected fees will be applied to all the students belonging to this group.

Step 6 - Fee Packages - NOT ACTIVATED

In this window the Fee Packages are named.  Fee Packages assignment to a student is made at registration.  Each package may have a predefined set of services lumped together.  This makes it easy for a student to choose the desired packages.

Step 7 - Allocation to Fee Package - NOT ACTIVATED

This window is used to add a set of services to a package or delete the services from a package.  Once defined, the packages may be assigned to the students as desired.

Step 8 – Bank Information

In this window the customers’ bank names and telephone numbers may be entered.  This information is used when check payments are received.  You can select the bank to which the check belongs.

Step 9 – Payment Method

Payment method may be keyed into this window.

Step 10 – Ethnicity; Religion; Nationality

Details may be keyed into these three windows as needed.