{"id":11177,"date":"2025-12-09T15:27:16","date_gmt":"2025-12-09T09:57:16","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/?p=11177"},"modified":"2025-12-09T15:28:09","modified_gmt":"2025-12-09T09:58:09","slug":"what-information-is-included-in-the-fee-collection-summary-report-and-how-can-it-assist-the-school-accountant","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/what-information-is-included-in-the-fee-collection-summary-report-and-how-can-it-assist-the-school-accountant\/","title":{"rendered":"What information is included in the Fee Collection Summary report, and how can it assist the school accountant?"},"content":{"rendered":"\n
The Fee Collection Summary Report provides a concise overview of the total fee collections within a specified time period. It includes:<\/p>\n\n\n\n
\n
Collection Summary<\/strong>: Total collections for a day, month, or a custom date range.<\/li>\n\n\n\n
Breakdown by Fee Type<\/strong>: Collections categorized by different fee types.<\/li>\n\n\n\n
Instalment-Wise Collections<\/strong>: Total amounts collected based on specific instalments.<\/li>\n\n\n\n
Payment Mode<\/strong>: Summary of collections segregated by payment modes (e.g., cash, card, online).<\/li>\n\n\n\n
Class Scope<\/strong>: Report can be generated for a single class or multiple classes using filters.<\/li>\n<\/ul>\n\n\n\n
How Can It Help the School Accountant?<\/strong><\/h3>\n\n\n\n\n
Quick Overview<\/strong>: Provides a high-level view of total collections for the specified period, helping accountants understand the financial performance at a glance.<\/li>\n\n\n\n
Flexible Filtering<\/strong>: Filters like fee type, instalment, and payment mode allow for easy categorization and analysis of collections.<\/li>\n\n\n\n
Financial Tracking<\/strong>: Helps track daily, monthly, or periodic financial inflow, ensuring the school meets its revenue targets.<\/li>\n\n\n\n
Simplified Reconciliation<\/strong>: Payment mode-wise breakdown assists in reconciling payments with banking or other payment systems.<\/li>\n\n\n\n
Targeted Analysis<\/strong>: Class-specific reports can highlight collection trends or challenges for specific groups of students.<\/li>\n<\/ol>\n\n\n\n
Steps to Generate the Fee Collection Summary Report<\/strong><\/h3>\n\n\n\n\n
Navigate to Finance > Fee > Fee Reports<\/strong><\/li>\n\n\n\n
Locate the Fee Collection Summary Report<\/strong>.<\/li>\n\n\n\n
Apply the required filters such as fee type, instalment, payment mode, date range, or class.<\/li>\n\n\n\n
Click on Submit<\/strong> to generate the summary.\n
\n
You can download this report in the Excel or PDF format.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
DAY WISE REPORTS<\/strong><\/p>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n
The Fee Collection Summary Report provides a concise overview of the total fee collections within a specified time period. It includes: How Can It Help the School Accountant? Steps to Generate the Fee Collection Summary Report DAY WISE REPORTS MONTH WISE REPORT<\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[611],"tags":[612,151],"post_folder":[],"class_list":["post-11177","post","type-post","status-publish","format-standard","hentry","category-fee-collection-summary-report-overview","tag-fee-collection-summary-report","tag-fee-reports"],"_links":{"self":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/comments?post=11177"}],"version-history":[{"count":2,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11177\/revisions"}],"predecessor-version":[{"id":18033,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/11177\/revisions\/18033"}],"wp:attachment":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/media?parent=11177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/categories?post=11177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/tags?post=11177"},{"taxonomy":"post_folder","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/post_folder?post=11177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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