How can I use ‘Template A’ for bulk fee payment uploads?

1. Access the Bulk Upload Section

• Go to: Finance > Fee > Collect Fee
• Click the Bulk Upload icon in the top-right corner.
• Click on the Download button next to Template A.
  Tip : This template is best for uploading multiple installments under a single receipt. (Comes as a blank template-cells)

2. Select Filters & Download File:

• Session: Defaults to the currently active session.
• Class: Select one or more classes as needed.
  Tip: Select all classes if you want to upload collection in the sequential order based on the already generate receipt ids.
• Installments: Choose one or more as needed. (For Template A, you can select multiple to include in one receipt.)
• Adhoc Fee: Choose one or more as needed. (For Template A, you can select multiple to include in one receipt.)
• Click Download to get the Excel template.

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3. Prepare the Excel File

• Fill in all required fields for the relevant month’s collections.
  Tip: Use the date format DD-MM-YYYY for both Payment and Collection dates.

4. Upload & Validate the Excel File

• Upload the filled Excel file from the same page.
• The system will validate the file and display:
  • Valid entries – Auto-uploaded into the system.
  • Invalid entries – Download the error file, fix the issues, and re-upload.

This completes the bulk fee collection.