Accountant Guide

Accountants manage fee plans, dues, collections, payment tracking, receipt reconciliation, and payroll workflows.

The financial overview gives accountants a quick view of dues, collections, and exceptions.

Main responsibilities

• Create and maintain fee categories and reusable fee plans.
• Assign fee plans, generate dues, and collect manual payments.
• Track paid, partial, overdue, failed, refunded, and concession states.
• Reconcile Razorpay updates and issue receipts.
• Prepare payroll runs and coordinate finance approvals.
• Share finance exceptions with the school admin or principal.

Daily checklist

1. Review overdue fee dues.
2. Check failed online payments.
3. Reconcile recent successful payments.
4. Verify concessions, reminders, and partial payments.
5. Review pending finance requests, approvals, and payroll follow-up.

Fee categories and configuration keep plans consistent across classes and sections.

Use student fee management to review dues, payment states, and follow-up items.

Payroll views help accountants keep staff payment work separate from student fee collection.

Next guides

• Fees and Payments
• Fee Configuration
• Fee Collection and Transactions
• Payroll and Approvals
• Finance Audit
• Calendar Workspace