Office & settings

A plain-language list of what people did in school: fees collected and by whom, homework given, marks and attendance entered, student or staff details that were changed (with the old and new value), library, hostel, transport and more. Entries are grouped by day, and each day's heading adds up the entries and the money collected that day. The small chart above the list shows how busy each hour (Today, Yesterday) or day (7 or 30 days) was. Only school administrators can open this page.

The filters are in the left menu: click Logs and the menu turns into the Filters panel, like the logs in Vercel (use the arrow at the top to go back to the main menu). Choose from Timeline, Type, Who did it, Action, Class, Student, Role, Payment mode, Amount and Source. Every section has its own search box, so you can type to find a person, class or action. Each choice shows how many entries it has, and the counts update as you add filters. Your choices appear as chips above the list and in the page address, so you can copy the link to share the same view. On a phone, tap Filters at the top of the page to open the same panel.

Open the Student filter in the left menu and type the name or admission number. You get their fees paid and who collected each payment, details that were changed, marks entered, gate passes and more, newest first.

Logs are kept for ever and shown one academic year (April to March) at a time. Pick the year in the Filters under Logs; it follows the year in the top bar unless you choose another here. Inside a year you can show this month, any month, the whole year or your own dates. Logs are never deleted.

Yes. Export downloads every entry in the chosen year and filters, not just the page on screen, as Excel or PDF with the columns you choose.

Press the History button (clock icon) on a store bill, vendor, gate pass or a student's marks: a side panel lists every change with who made it, when, and what it was before. Open in Logs takes you to the full Logs for that record.

Logs → Alert rules lets you choose what rings the bell — many marks changed, big discounts, cancelled receipts, bulk deletes, night-time changes, failed sign-ins, records edited by many people, attendance not marked, requests left waiting — and set the numbers.

Open Daily summary from the Logs page or the bell. It shows one day in plain words — money collected and by whom, marks and attendance changes, homework, edits and anything flagged — and can be printed or exported.

Open Who did it in the left menu, search for the person and tick their name. The list then shows only what they did, and each day's heading shows the fees they collected that day.

Under Front Desk → Enquiries (the Admission menu's Enquiries link opens the same page).

Those two pages are being rebuilt — they can't store records yet. Record enquiries under Front Desk → Enquiries and add the student under Academic → Students once admitted.

Front Desk → Visitors → Log visitor. Pick Parent (then choose the student and the relation — father/mother details fill in), Visitor or Guest; add who they came to meet and why. Press Out when they leave.

Visits recorded in the old software were imported (shown as 'Imported from old ERP'); their in-time wasn't stored there, so it is blank.

Use the row menu → Edit or Delete. Deleting is for mistakes; otherwise keep the record.

Log visitor → Sign in & get badge gives each visitor a number for the day (V-001…) and prints a badge. Visitors → Inside now shows who is on campus with a live timer (amber after 2 hours); scan the badge or type its number at the Check-out desk, or use Check out all at the end of the day.

Pre-register on Visitors: add the visitor, date and time window. On the day they appear under Expected; tap Check in to take their photo and print the badge, or mark them No-show.

Front Desk → Gate Passes → Raise pass: pick the student and type, then who is collecting — choose from the student's authorised list, or Someone else (this shows a warning and needs a reason and phone). The parent is told in the app, and the gate marks the pass Left or Let in.

Gate Passes opens on Today with counts for early departures, late arrivals and passes still waiting at the gate. Use the class and type filters, or Export / Print slip.

Front Desk → Authorised Pickup → Dismissal check: look up the student (name, admission no. or scan the card) and compare the person at the gate with the photo cards, then press Verified — release. The parent is told in the app.

Pickup lists → open a student → add each person with a photo, relation and phone. Suggest from profiles adds father and mother as suggestions — they stay switched off until someone confirms each one. The “No authorised pickup” card shows who still has no list.

Front Desk → Enquiries → New enquiry. The enquiry number is given automatically. Enter the child, class applying for, parent contact and how they enquired.

Open the enquiry (row menu → Edit), update the status (Enquiry → Prospectus → Registered → Admitted, or Closed), write the remark and set the next follow-up date. The status tiles at the top filter the list.

Tap Log call on the row, pick what came out of the call, add a note and the next date. The enquiry then shows under Follow up today or Overdue until you call. Not interested and Admitted elsewhere close it for you.

Enquiries → Funnel shows how many get from Enquiry to Prospectus, Registered and Admitted for this month, this year or all time, and which source (walk-in, phone, referral…) converts best.

No. Mark it Admitted here and add the student under Academic → Students.

Front Desk → Feedback → Add feedback. Pick the student, choose what the concern is about and type the message.

Row menu → Reply / edit: write the school's reply, and after the follow-up call note the date, remark and whether the parent was satisfied. 'Awaiting reply' filters the open ones.

Inventory → Stock: add the item (unit, location, reorder level), then record stock in / out. The quantity is worked out from these movements.

When an item's quantity falls to this level it shows in Notifications as low stock.

Create a PO (Draft) → mark Ordered → mark Received when goods arrive; receiving adds the items to stock.

Things the school owns and keeps (furniture, computers…). Record where each is and whether it's in use, in store, under repair or disposed.

Inventory → Store Requests: staff raise a request from the staff app (Menu → Store requests) or you raise one here. Approve it, then Issue — issuing takes the items out of stock against the request number. A partly issued request can be finished later or closed.

Give the item a selling price on Inventory → Stock, then open Inventory → Store Counter: pick the student, tap the items and save the bill. The items come out of stock, you can print the bill, and anything not paid stays as a due you can collect later. Store bills are separate from school fees.

Inventory → Vendors: phone, GSTIN, address, what they supply, payment terms and bank/UPI, with each vendor's orders, total ordered and the last rate for every item. A vendor with orders is made inactive instead of deleted.

Yes. When you receive it, enter the vendor's bill no., date and amount: the items go into stock and the bill appears in Finance → Expenses as a Pending expense (category Supplies) for accounts to approve and pay. The order shows its payment status.

On Inventory → Stock, “Reorder low items” lists everything at or below its reorder level with a suggested quantity and the vendor who last supplied it. Untick what you don't need and it makes one draft purchase order per vendor.

Library → Book Stock: find the copy and Issue it to a student or staff member. It shows on Library → Issued until returned.

Fine = days late × fine per day, set in the library settings (along with the loan days). Mark the fine paid when collected.

Issued Books → ⋯ → Renew extends a loan by one loan period from today or its due date, whichever is later, up to the renewals allowed in Rules (2 by default). To let off a late fine, tick Waive when taking the book back, or use ⋯ → Waive fine on a returned loan — give the amount and a reason. Unpaid fines and reports count only what is still owed.

Book Stock → Print labels prints barcode stickers (the books in the current list, or an accession range), and Issued Books → Library cards prints cards with each student's or staff member's photo and barcode. Then open Issued Books → Scan desk: scan a card to pick the borrower, then scan books to issue them; scan a book that's out to take it back. Any USB barcode scanner works, and the camera on devices that support it.

Students see their books, due dates, fines and history in the student app (Profile → Library) and can search the catalogue. On Issued Books, Send reminders pushes a reminder to every student with a book due today, due tomorrow or late (with the fine so far) — each book is reminded once a day.

No. The TC form shows any books not returned and unpaid library fines, and the TC can't be issued until they're cleared on Issued Books. Tick “Issue the TC anyway” and give a reason to override — the reason and who allowed it are saved with the certificate.

Library → Clean-up lists fixes for the old import — publisher words glued to authors (“usePatterson” → “Patterson”), title text in the publisher, one spelling per title, and categories from clear signs. Sure fixes come ticked; check the rest, edit any value, then Apply selected. The old values are saved first, so Undo last clean-up puts them back.

Books with no category, author or publisher, broken publisher text, or one title spelt different ways. Each link opens those books on Book Stock — edit a title once to fix every copy.

Settings → General. They are shown to staff on this Help page under “Need more help?”.

Settings → Academic years: add the year and make it current, then use “Promote students” on the same page to move students into it.

Settings → Fee configuration, per class and fee head for the academic year.