How can I verify and adjust the fee structure copied using the Academic Session Copier?

To ensure the fee structure has been accurately copied to the future session, follow these steps:

🔍 Step 1: Compare with Current Session

Before verification, keep a reference of:
✔️ Current session fee structure (for comparison)
✔️ Future session fee structure (if changes are required)

📌 Step 2: Cross-Check Fee Structure Data

To verify all this information, you must switch to the future academic session before proceeding with the checks.

📌 Navigate to: Settings -> Finance -> Fee

Fee Categories – Ensure all categories have been copied from the previous session.

Fee Types – Confirm that both Mandatory and Optional fee types are present as they were in the previous session.

Fee Schedule / Installments
🔹Verify all installments along with their due dates.
📌 Note: The due dates remain the same, only the year will change.

Fee Structure & Amount Details
🔹Click on Fee Structure and review class-wise details.
🔹Click Download Fee Structure to export an Excel file for quick verification.

Autonumbering & Fee Receipt Template
🔹Check if these settings have been copied correctly.

🛠 Step 3: Modify or Correct the Fee Amount

To ensure the fee structure aligns with the future academic session, manually update the following settings:

Fee Category
Fee Type
Fee Schedule
Fee Structure
Autonumbering
Receipt Template Settings

🔓 Step 4: Unlock Fee Collection

📌 After copying the fee structure, the Fee Collection gets locked automatically.
✔️ To begin collecting fees, unlock it after making necessary modifications:
📍 Navigate to: Fee -> Fee Collection -> General Tab -> Lock Fee Collection

📖 Need more details?


Refer to the FAQs in the Settings section of the Fee Module in the Help Center for step-by-step guidance.

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