Differences

This shows you the differences between two versions of the page.

--- accounts [2023/08/22 05:27] – [Application ID Entry] prerna
+++ accounts [2023/09/21 11:15] (current) – [Program-Batch wise Fee Due Status] prerna
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 ====== Accounts ======
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 ===== Update Students =====
-**Menu Navigation:** Accounts → Update students
+**Menu Navigation:** Accounts → Scholarship → Update students
 This screen serves as a valuable tool for updating the records of scholarship students. It allows users to conveniently update information by selecting the relevant department, program, academic year, and section. Additionally, users have the option to upload the document of students details.
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 ===== Application ID Entry =====
-**Menu Navigation:** Accounts → Application ID Entry
+**Menu Navigation:** Accounts → Scholarship → Application ID Entry
 This screen allows the admin to assign a application ID to scholarship students. Following are the filters for search criteria.
@@ Line 243: / Line 242: @@
 ===== Scholarship Application Dashboard =====
+**Menu Navigation:** Accounts → Scholarship → Scholarship Application Dashboard
+This screen gives us the application id entry status report. Following are the filters for search criteria.
+  - Category
+  - Department
+  - Program
+  - Academic Year
+  - Section/Semester
+  - Status
+  - Roll Number
+The search results provides an overview of students categorized as "Complete" and "Incomplete". The "Complete" status indicates that the students have been assigned an application ID.While the "Incomplete" status indicates that students have not yet been given an application ID.
+To enhance user understanding, the "Application ID" column employs distinct colors for visual clarity regarding application statuses. For applications marked as complete, the corresponding application ID is highlighted in green. Conversely, for applications marked as incomplete, the application ID appears in red alongside the text "Not Updated."
+===== Assign Scholarship =====
+**Menu Navigation:** Accounts → Scholarship → Assign Scholarship
+This screen gives the ability to assign scholarship to a set of students. Following the filters for search criteria.
+  - Category
+  - Academic Year
+Scholarship can be assigned by clicking on **Create New** button on the top right of the screen. Please provide required information in all the fields.
+  - Category
+  - Academic Year
+  - Proceeding Number
+  - Proceeding Date
+  - Amount
+  - Amount Credit Date
+  - Number of Students
+  - Bank Account Number
 ===== Scholarship Distribution =====
+**Menu Navigation:** Accounts → Scholarship → Scholarship Distribution
 ====== Reports ======
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 **Menu Navigation**: Accounts → Program-Batch wise Fee Due Status
-This reports gives you an option view the student dues at a summary level based on their course duration. It helps the colleges to know how much dues are their at a program level in compare to previous years.
+This reports gives you an option view the student dues at a summary level based on their course duration.
+Following are the filters for search criteria.
+  - School
+  - Department
+  - Program
+  - From Date
+  - To Date
+The "From Date" feature uses the due date as a reference point and presents information in the "Receivable" column within the search results. Simultaneously, the "Received" column records data pertaining to payments made by students over the course's duration.
+This functionality assists colleges in gauging the dues at a program level, allowing for easy comparison with previous years.
 {{:screenshot_2021-02-24_at_7.24.38_pm.png?800|}}
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 This report helps you to view the fee collection data for current and previous academic year wise. Easier way to compare the collections happening in the current day with previous year.
+===== Fee Due Report Estimate =====
+**Menu Navigation:** Accounts → Scholarship → Fee Due Report Estimate
+This report shows the list of students who are expected to pay in the next 5 days. Following are the filters for search criteria.
+  - College (mandatory field)
+  - Department
+  - Program
+  - Section
+  - Fee Category
+  - Installment
+  - Fee Type
+  - Quota
+===== Active Student Count =====
+**Menu Navigation:** Accounts → Reports → Active Student Count
+This report displays the count of active students, along with their corresponding batch year, program, department and school.
+Following are the filters for search criteria.
+  - College
+  - Department
+Both search criteria are optional.
+The search results will display the count of active students for the particular school, department, program, batch year, and year.
+This count will all students that are pursuing a course at the Institution. It will include detained students, and students that have not yet completed the course.
+Students from previous graduating years who are not transitioned to alumni status will also come under this count. The 'year' column shows us the year they graduated school or left and their batch duration will be calculated from the year of enrollment.
+Additionally, the column displaying the number of students is clickable. Selecting this number will show the list of students (student roll number, name and mobile number). This screen also provides the option to import a report in either PDF or Excel format.
+{{:untitled_design.png?800|}}