How can I generate the Fee Summary Report, and how it is useful for an accountant?

The Fee Summary Report gives a quick snapshot of each student’s billed, paid, and due amounts (as on date and annual), along with fine details – all in one row. It helps accountants easily track fee status and manage follow-ups.

Steps to Access the Report:

1. Go to Finance > Fee > Fee Reports
2. Click on 1.10 Fee Summary Report

Filter Exaplaination :

1. All filters are pre-filled by default but can be modified as needed based on session, class, section, and other criteria.
2. Report Format : You can choose either of the format.
   • Studentwise – Displays detailed fee information (Billed, Paid, Due, and Fine) per student. You can also include receipt numbers, payment dates, and concessions using additional filters.
   • Class/Section wise – Shows a summarized view of net receivables, received amounts, refunds, concessions, and fines at the class/section level.
3. Click Submit to generate the report. A preview will be displayed on-screen.

Downloading the Report:

Click the icons to download:

•  for Excel
•  for PDF format

The report will be saved to your device.