How can I change Student Fee Categories in bulk method?

If fee collection has already started, changing a student’s fee category may require doing adjustments or refunds so the accounts stay correct. If fee collection has not started yet, category changes are much easier — for example, when the school is moving to a new academic year and needs to update or map categories for many students at once.

Steps to Change/Assign Categories in Bulk

1. Navigate to Settings > Finance > Fee.
2. Select Student Fee Category.
3. Click Allocate Students.
4. Click the Bulk option in the top-right corner.
5. Download the Excel template.
6. Update the category details for the required students.
7. Return to the same screen and click Upload to import the updated Excel file.

Video Tutorial :