Before creating any fees, you must first establish fee categories. Categories allow you to organize and group related financial items (such as tuition, exam fees, or library charges) for specific batches or programs.
Step 1: Navigate to the Finance Module
From the Admin menu, go to Finance > Fees.
Click on Create Fees to access the Master Category section.
Step 2: Create a New Fee Category
Select the Create Category option from the available tiles.
The “New Category” screen will appear.
Step 3: Fill in Category Details
Name: Enter a clear and concise name (e.g., Tuition Fees, Exam Fees).
Description: Add a brief explanation to help differentiate the category.
Select a Batch Group: Choose the relevant batch group(s) this category applies to.
Select a Batch: Choose individual batches as needed. You may select multiple.
After completing the form, click Save to store the new fee category in the system.
A category must be created before you can define particulars (specific fees), discounts, or fines.
Categories help streamline financial tracking and reporting across terms, batches, and programs.