Tuesday, July 26, 2016

ENROLLMENT AND FEES IN CLOUD SCHOOL INFORMATION SYSTEM (SIS)

Click:
Ikonomikal Company website

Ikonomikal software site



Enrollment and fees in School Information System (SIS) of Ikonomikal Cloud Accounting ERP.

Workflow narrative steps as per above image:
1. Go to SIS Enrollment and Fees program
2. Click the Create icon or New Document Entry
4. Select the Course and Fees program to show the defaults
5. Check and correct the defaults
6. Click Save icon to automatically number the document

The objectives of the Enrollment And Fees document are:
1. To register the enrollment details of a student
2. To calculate the fees on enrolled course and subjects
3. To serve as supporting document for payment

The Pages of Enrollment and Fees are:
1. General
2. Personal Information
3. Subject Fees
4. Miscellaneous Fees
5. Fees Summary
6. Payment Terms
7. Currency

Details of Pages

1. General page
The General page shall contain the following:
1. Code - automatically shows upon saving
2. For Branch - select the branch or it comes as user default
3. Transaction Type - select Enrollment or Admission or Other Fees
4. School Year - automatically comes
5. New Student - Yes or No
6. Student ID - to select the registered ID for old student
7. Legal name - for old student the name shows automatically upon entering the Student ID while for new student the complete name must be entered
8. Course and Fees - select, then description will automatically show in the description box. Default Subjects and Miscellaneous fees of the course will also automatically appear in the succeeding pages





2. Personal Information
The Personal Information page contains the following:
Below data will show automatically for old student upon entering the ID number in the General page. For new student the empty boxes below shall be filled.
A. Biometrics
     1. Birth Date
     2. Current Age - automatically comes upon entering Birth Date
     3. Gender - male or female
     4. Child number - number of enrolled child by the same guardian or parent.
              The importance of enrolled child number is for getting the discount
B. Contact Information
     1. Telephone
     2. Mobile
     3. Email Address



3. Subject Fees
The Subject Fees page contains the following:
1. Total Unit/s - automatically shows
2. Tuition w/ Tax - automatically shows
3. Plus (+) sign to add subject/s
4. Minus (-) sign to delete subject/s
5. Select All sign purpose is to delete the selection
6. Columns:
     6.1. Subject
     6.2. Description
     6.3. Unit/s
     6.4. U/P - Unit Price
     6.5. Total
     6.6. Tax
     6.7. Total w/ Tax

The content automatically shows upon entering the Course fees in the General page. The content is for verification if correct, if not then modify accordingly either select appropriate subject or delete unnecessary subject.

Page Left Side

Page Right Side



4. Miscellaneous Fees
The Miscellaneous Fees page contains the following:
1. Total Fees w/ Tax - automatically shows
2. Columns - default automatically shows
     2.1. Fee 
     2.2. Description
     2.3. Unit/s 
     2.4. U/P  - Unit Price
     2.5. Total
     2.6. Tax
     2.7. Total w/ Tax

The content automatically shows upon entering the Course fees in the General page. The content is for verification if correct, if not then modify accordingly either select appropriate fee or delete unwanted fee.

Page Left Side

Page Right Side


5. Fees Summary
The Fee Summary page contains and show automatically the following based on the Subject Fees and Miscellaneous pages:
1. Tuition Total 
2. Tuition Tax
3. Fees Total
4. Fees Tax
5. Grand Total



6. Payment Terms
The Payment Terms page contains and automatically shows the following :
1. Payment Terms - from Student Registration default
2. Columns - automatically spread the dues as per payment terms
     2.1. Due Date
     2.2. Amount



7. Currency
The Currency page contains and automatically shows the following :
Functional Conversion
1. Currency - the source currency either local or foreign
2. Rate Date
3. Rate Type
4. Rate Control
5. Rate Amount

The information as on date is from the Currency Setup program in the Treasury Modules of Ikonomikal. The Rate Amount is changeable.



Printing Enrollment Document

1. Click printer icon
2. Select SIS Enrollment And Fees
3. Click printer icon
4. Click X when done






Please click the following to know more about Ikonomikal

Suggested modifications, customizations and developments with general industry use will be done and corresponding upgrades will be deployed accordingly for free.
Click to email:Teodoro Rolluqui
 



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