How can I add manual receipt numbers when bulk uploading fees using an Excel sheet?

To add manual receipt numbers in bulk via an Excel sheet and upload fee collection details, follow these steps:

Step 1: Navigate to Bulk Upload

1. Go to Transactions > Finance > Fee > Fee Collection.
2. In the Fee Collection page, locate the Bulk Upload option on the top-right corner of the screen.
3. Click on Bulk Upload to open the bulk upload interface.

Step 2: Download the Template

1. In the Bulk Upload page, there are different templates available.
2. Look for Template C, specifically designed for uploading fee collection details.
3. Click on the Download Template button to save the Excel file to your system.

Step 3: Enter Details in Template C

1. Fill in the Required Fields:
   • Student ID: Enter the unique identifier for each student.
   • Fee Type: Specify the applicable fee type (e.g., tuition, transportation).
   • Installment: Mention the installment name or number.
   • Amount Paid: Enter the payment amount.
   • Date of Payment: Record the payment date in the correct format (e.g., YYYY-MM-DD).
   • Manual Receipt Number: Add the manual receipt number in the appropriate column.
2. Verify Entries:
   • Ensure there are no missing or incorrect entries, as errors may lead to upload failures.

Step 4: Upload the Completed Template

1. Return to the Bulk Upload page.
2. Use the Upload File option to select and upload the completed Template C.
3. Confirm the upload and wait for the system to process the file.

Step 5: Verify the Upload

1. Once the file is uploaded, check for any errors in the processing status.
2. If there are issues, download the error report, correct the entries, and re-upload the file.
3. Navigate to the Fee Collection page to confirm that the receipt numbers and payment details are successfully updated.

Example Use Case

• A school has collected fees offline for multiple students and issued manual receipts. To reflect these payments in the system:
  1. The admin downloads Template C.
  2. Fills in student payment details, including manual receipt numbers.
  3. Uploads the file to ensure the records are updated in bulk.