CoreAxisCoreAxis School ERPUser Manual Sign in

Web edition · October 2026

User Manual

Every module of CoreAxis School ERP, step by step, for the Admin, Principal, Accountant, Teacher and Student / Parent logins. Every example and screenshot comes from the Demo Public School.

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Demo Public School crestDemo Public SchoolBoring Road, Patna · Play Group to Class VIII

Getting Started

  1. 1. About this manualWhat CoreAxis School ERP does, who uses which login, and how to read this manual.
  2. 2. Signing inHow staff sign in with email, password and a one-time code, set a quick-login PIN and sign out, and how students and parents sign in to the portal.
  3. 3. DashboardThe home screen after sign-in: today's figures, what needs attention, this month's money, the global search, reminders, dark mode and the sidebar menus.

Students

  1. 4. StudentsThe student register: find and filter students, admit a new student, view a profile, edit details, import or export a CSV, and remove a student.
  2. 5. Admission EnquiriesCollect admission enquiries from the school website, follow them up and turn an enquiry into an admission in one click.
  3. 6. Inactive / AlumniStudents who passed out, left with a TC or were removed: search them, issue a TC or certificate later, or restore them to the active roll.
  4. 7. Student AttendanceMark daily attendance for a class as Present, Absent or Leave, correct it later, and view or print the monthly Attendance Register.
  5. 8. Student ID CardsPrint front-and-back student ID cards in standard CR80 size from seven designs, for a whole class or one student.
  6. 9. TC / BonafideIssue Transfer, School Leaving, Bonafide and Character certificates: preview first, then Issue & Print; TC / SLC need principal approval, cleared fees and returned library books.
  7. 10. Document RegisterThe log of every certificate, ID card, marksheet, admit card and receipt the school has issued, with every copy, reprints, revoking, TC / SLC approvals and document fees.

Academics

  1. 11. ClassesAdd classes and sections, set the class teacher and class fees, and fix the promotion order.
  2. 12. SubjectsCreate subjects once, tick the classes that study them, and set the order used on report cards and marks entry.
  3. 13. TimetableBuild each class's weekly timetable (Monday–Saturday, 8 periods) with subject, teacher and timing.
  4. 14. HomeworkGive homework to a class with a subject, date and submission date; students and parents see it in the portal.
  5. 15. SubstitutionCover an absent teacher's periods with free teachers, using the app's suggestions, and print the day's arrangement sheet.

Exams

  1. 16. Create ExamsCreate an exam for a class, choose its subjects with maximum marks, pass marks and dates, and publish the results.
  2. 17. Marks EntryEnter or upload every student's marks for an exam on one sheet, with live totals and percentages.
  3. 18. Exam EligibilityCheck every student of a class against attendance and fee rules, then approve, reject or force-allow them for an exam.
  4. 19. Exam Form ApplySubmit the exam form for approved students, record the exam form fee and keep a remark per student.
  5. 20. Admit CardsPrint admit cards with the exam schedule for a whole class or one student, in a detailed or a compact design.
  6. 21. Online ExamRun computer-based multiple-choice tests with a timer, negative marking and instant results in the student portal.
  7. 22. Report CardsPrint CBSE-style report cards (Academic Record) for a whole class or one student from Term I and Term II marks.
  8. 23. Exam CertificatesPrint merit, academic excellence, achievement, participation and appreciation certificates from exam ranks or competition results.

Finance

  1. 24. Fee DeskFind a student, see what is due, collect the fee in cash, UPI or cheque and print the receipt.
  2. 25. Fee DuesList of students who owe fees, by class and by how many months behind, with export and SMS reminders.
  3. 26. ConcessionsGive staff-ward, merit, RTE, need-based or custom fee concessions, get them approved, and link siblings.
  4. 27. Cheques / DDTrack cheque and DD receipts until the bank clears them, and record bounced cheques.
  5. 28. UPI / Bank ClaimsCheck payments parents made straight to the school's UPI or bank account and turn them into receipts.
  6. 29. Fee StructureFee heads, class-wise amounts, instalment plan, late fee, cheque bounce charge and extra charges.
  7. 30. Online PaymentSet the school's UPI ID, QR and bank details for parents, and the optional Razorpay gateway.
  8. 31. ExpensesRecord the school's bills (diesel, electricity, stationery …), edit or delete them, filter by month and export.
  9. 32. Salary / PayrollSet each staff member's salary structure, pay the month's salary from attendance and print payslips.
  10. 33. Finance LedgerThe school's books: overview, Cash Book, Bank Book, General Ledger and Income & Expenditure for any period.
  11. 34. ReportsOne-page finance and attendance summary for any period, with print and CSV export.

Staff

  1. 35. StaffAdd teachers and office staff, give them a login with the right role, and keep their profile up to date.
  2. 36. Staff AttendanceMark daily attendance for every staff member and read the monthly register used for salary.
  3. 37. Staff ID CardsPrint front-and-back CR80 identity cards for one staff member or a whole department, in seven designs.
  4. 38. Leave ManagementStaff apply for leave online, the principal approves it, and balances, calendar, register and sanction orders update by themselves.
  5. 39. Holiday CalendarKeep the year's holidays and Saturday offs in one place; leave counting and attendance follow it.

Campus

  1. 40. LibraryKeep the book catalogue, issue books to students and staff, take returns and work out overdue fines.
  2. 41. TransportSet up bus routes with vehicle, driver and fare, and assign students to a route and pickup point.
  3. 42. HostelKeep hostel rooms with beds and monthly fee, allot students to rooms, and bill the room fee to their dues.
  4. 43. Inventory & School StoreTrack school stock with stock in / out and low-stock alerts; with the School Store add-on, sell kits and items to students and add the amount to their dues.

Communicate

  1. 44. NoticesPost notices for everyone, teachers, students or parents; they appear on dashboards, the parent portal and the app.
  2. 45. SMSConnect the school's SMS gateway, choose automatic SMS alerts, send SMS to parents or staff, and read the SMS log.
  3. 46. GalleryUpload event photos with a title and category; they show in the school gallery and on the school's public website.
  4. 47. CompetitionsCreate a competition, enrol students, record positions and prize money, and print merit or participation certificates.
  5. 48. Letterhead & LettersWrite letters, notices and circulars on the school's own letterhead, with an automatic reference number, and print them.

Insights & Settings

  1. 49. AnalyticsCharts of students, fees, expenses, attendance, admissions and staff, for the whole school or one class and any date range.
  2. 50. School ProfileThe single place for the school's name, numbers, contacts, address, logo, signatures, stamp and watermark used on every printout.
  3. 51. Academic SessionsCreate the next academic year, check who can be promoted, promote students class by class, and switch the active session.
  4. 52. Plan & BillingSee the school's CoreAxis subscription, validity, invoices, plan limits and the plans available.

My Account

  1. 53. My Account (Me menu)Every staff member's own corner: payslips, attendance calendar, substitution periods, leave, profile, password, trusted devices and quick-login PIN.

Role Guides

  1. 54. AccountantA day in the life of the accountant: the Today dashboard, the menu, and the daily money routine from first receipt to the day-end cash check.
  2. 55. TeacherA day in the life of a class teacher: the Today page, attendance, homework, class tests and marks, timetable, report cards, cards, library, leave and substitutions.

Student & Parent Portal

  1. 56. Student / Parent PortalThe portal for students and parents: sign in with admission number and date of birth; see fees, pay by UPI, receipts, attendance, results, report cards, online tests, homework, notices, leave, timetable and more.