Configure the finance settings
An overview of the finance settings needed before collecting fees, and the order to set them.
To set up fee collection, the admin or a privileged user configures these finance settings:
| Setting | Purpose |
|---|---|
| General settings | Options for managing the institution’s fees. |
| Printer settings | Printer type and paper size. |
| PDF settings | Receipt alignment, signature and footer. |
| Receipt sets | Create and manage receipt number sequences. |
| Receipt templates | Design receipts with custom header and footer. |
| Fee accounts | Organise fees into several accounts. |
| Financial years | Track transactions within financial periods. |
Order to follow
- Go to Menu → Administration → Finance → Finance Settings.
- Create the financial year.
- Create fee accounts.
- Configure receipt sets.
- Configure receipt templates.
- Configure PDF settings.
- Configure printer settings.
- Configure the finance general settings.
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