Read the fee summary (example: October 2026)

1. Open Finance › Reports. Fee summary for This month opens. The line Live from the school server · 29 Oct 2026, 12:07 am says when the figures were fetched.

   

2. Read Fees collected, Expenses and Salaries. Net balance is fees − expenses − salaries, the same as on the website (₹1,17,690).

3. Look at By payment mode for the split between Cash, Online/UPI, Cheque and DD.

4. Scroll to By day. The chart shows daily collections and the peak day.

   

5. Tap Last month, Session or Custom… to change the period. A custom range can be at most 2 years.

6. Pull the screen down to fetch the latest figures after new receipts or expenses.

TipThe Finance tab tiles are counted from the data on the phone and leave out salaries (“Fees minus expenses on this phone. Salaries are in Reports.”). Use Reports for the full net balance.

Check the Ledger / P&L

1. Open Finance › Ledger, or tap Ledger / P&L at the bottom of Reports.

   

2. Read Net surplus (income − expenses − salaries), then Income (₹3,64,800, 476 receipts) and Spending (expenses and salary).

3. Note the orange line “₹1,000 of this income is in cheques not yet cleared.” Clear or bounce these in Cheques / DD.

4. Check Cash book & bank book: In, Out and Net for Cash and for Bank / UPI. Match the cash Net with the cash in hand.

5. Scroll for Collection by mode, Where the money went (salaries and each expense head) and Income by fee head.

   

6. For a period longer than a month, Month by month shows In and Out per month. A custom period can be at most 13 months.

Find defaulters by how long they owe (example: 2–3 months)

1. Open Finance › Defaulters, or tap See defaulters on Home. All students with dues are listed with the months due and amount.

   

2. Tap a class chip (for example Play-A) to see one class, or All classes.

3. Tap an age chip: 1 month, 2–3 months, 4+ months or Charges only (no tuition month due, only late fee or other charges). Each chip shows how many students it has.

4. With 2–3 months the list shows 47 students owing ₹89,285.

   

5. Tap a student to open their fees and collect the payment.

TipAmounts in red are more than one month due; orange is one month.

Send fee reminder SMS (example: all 102 defaulters)

1. On Defaulters, choose a class or leave All classes, then tap the message icon at the top (Send fee reminders (SMS)).

2. The sheet Fee reminder SMS shows Will get SMS, Total due, SMS balance, Skipped and a Sample message.

   

3. To remind only some parents, tap Choose students… and tick them (All / None to select quickly).

4. Tap Send 102 reminders.

5. Check Send 102 reminder SMS? and tap Continue.

6. The second box Uses SMS credits says how many credits will be used. Tap Send now.

7. The sheet shows the progress while messages are sent in the background.

TipNobody is texted twice on the same day. Students without a mobile number, or already reminded today, are skipped.

TipIf the sheet says “SMS is not set up for this school”, the Admin must set up SMS on the website first. The send button stays off until then.

ImportantSent SMS cannot be taken back, and each uses SMS credits.