How to map fee types to the bank?

> Fee > Banking

  1. Select BANK-FEE MAPPING tab next to BANK details.
  2. Click at the top right corner.
  3. Select a method of the bank to fee mapping, either Manual or Automatic.
    NOTE

    • Manual method: If the method of mapping is kept as ‘Manual’, the school would have to select the ‘Destination Bank’ for every fee collection.
    • Automatic Method: If the School has specific banks, in which the fee gets deposited(based on Class and/or Fee Type), then they can select the mapping method as ‘Automatic’.
      • If you wish to have a class-wise mapping to the bank, choose Class.
      • If you wish to have fee type wise mapping to the bank, choose Fee Type.
      • If you wish to have banks mapped to a particular fee type of a class, choose Class and Fee type.
  4. Click SAVE.REMEMBER
    • All the banks created under bank details are available for class mapping in this tab.
    • A class can be mapped to only one bank account.
    • A fee type can be mapped to only one bank account.
    • You can choose the manual or automatic option for bank fee mapping from the Settings option.
    • If the manual method is selected, bank-fee mapping can be done directly from the collect fee page. Destination Bank can be chosen for every fee transaction done.
    • For the automatic method, select an option from ‘fee type’, ‘class’ or ‘class and fee type’ to map it to the bank. This mapping will be automatically reflected in the collect fee page.
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