V.14. ACCOUNTS

Edusap helps in storing and monitoring daily , monthly and yearly expense sheets of an institution.

 

V.14.a. MANAGE SECTIONS

 

We can add different sections and categories to classify the  income and expense to the institution. 

Step 1.Select ACCOUNTS OPTIONS from the menu bar.

Step 2. Click on the Manage sections button. 

Step 3. Add sections and the categories in the appropriate columns by giving the names in the boxes and pressing + icon. (first add the item under sections by clicking the + button after entering the section name. Then after selecting the section try to add the categories under that section using the + icon in the categories side). 

 

V. 14. b. ADD DAILY TRANSACTIONS.

 

Fees payment of students is automatically added to the daily transactions from the FEES module. Other transactions can be easily marked by following steps.  

These daily transactions can be sorted according to the sections and categories under which they are registered as well filtered using the date filters as well. 

Step 1. Select the ACCOUNTS option from the menu bar. 

Step 2.In the upcoming window select DAY, where we can add the daily transactions

Step 3.Click the  ADD TRANSACTIONS button.

Step 5.Select the transaction type as  expense or income, type in the transaction amount.select  sections , category and payment method and other valuable information.  

Step 6. Type the payer or payee name.

Step 7. Enter a note in the note box if there is any.

Step 8. Press SAVE.

These transaction receipts can be printed using the PRINT icon corresponding to each transaction.And even the EDIT icon can give us the suitable way to edit the transaction.

Option to select and deselect the letterhead is also available while printing the receipt. 

 

V. 14. c. MONTHLY OR YEARLY TRANSACTION REPORTS. 

 

Step 1. Select the ACCOUNTS option from the menu bar.

Step 2. In the upcoming window select MONTH or YEAR. With customisable year or date settings.