# Settings # Users It defines the work structure of the school or organization. Helps to create multiple users and separate the workload by providing access to the user according to their job role.

1. How to Create Multiple Users?

Ans: Use the following steps: ● Go to “User” inside “Settings” ● .click on “Create User” .Input Name, Email, Password and Confirm Password. ● Choose the access for the features that the user should be able to use.The access selection corresponds to the menus in the sidebar. Click submit to save.

2. How to Enable and Disable User?

Ans: Go to “User” inside “Settings” .You can find buttons beside User’s name in “Activate/Deactivate” column which can be clicked to activate/deactivate user. Blue indicates activated and gray indicates deactivated.

3. How to update the Password of the Users?

Ans:Go to “User” inside “Settings” .Click on the “Reset Password” in the same row of User’s name. Here you can change the Password and Confirm Password of the user and click submit to save.

4. How to update permission of the Existing User?

Ans: Go to “User” inside “Settings” .Click on the “Update Permissions” in the same row of User’s name. Change the permissions and click submit to save.

# Configuration It controls the followings: ● Date Format: ○ Choose which date format to be used in the voucher. ● Currency separator format ○ Used as a comma separator like: National{ 1 lakh is represent as(Rs1,00,000) & International { 1 lakh can be said as 1 hundred thousand(Rs.100,000) ● Voucher print option ○ Enables voucher print option at the time of creation. ● Budgeting ON OFF feature. ○ Enable us to fix the annual budget of the finance ledger head. Also provides the feature which enables the transaction in the trial balance and shows respective student receivables. # Year Provides the feature of creating the fiscal Year( current year Shrawan first and next year Ashad last date) # Edit Organization Organization details are here to be filled and changed if needed. # Things to Know Things To Know: 1. Trial Balance amount must be equal on both sides i.e. Debit and credit. 2. Opening balance must be equal for the Proper Record. 3. While Map Billing to Finance all the Billing head Types i.e. Fee, Student, etc must be properly Mapped towards the Finance Ledger head. a. Billing head Type:- \[Fee\] must be mapped to the Finance Ledger head of their same Name which must be defined under the INCOME. b. Billing head Type:- \[Student\] Must be mapped to Finance ledger head \[Student Fee Receivable\] Which is defined under Sundry Debtors i.e. inside \[Assets\] c. Billing head Type:- \[Student Deposit\] must be mapped to Finance ledger head \[Sundry Creditors\] which is defined under \[Liabilities\]. 4. Adjustment Feature: a. Edit voucher: All the vouchers will be updated with the same voucher number. i. Note: On Receipt only \[Date, Remarks, and Narration\] can be editable. b. Adjust Voucher: All the voucher content can be editable but the voucher number will be changed to the latest one. c. Cancel voucher: It directly cancels the voucher. Note: Narration is compulsory for \[Edit, Adjust, and Cancel \] the vouchers. 5. In receipt voucher: Only Cash and bank Accounts are placeable on the debit side 6. In Payment Voucher: Only Bank and Cash accounts are placeable on the credit side along with the \[Taxes\] which are defined under the Duties and Taxes Groups. 7. Balance Sheet Total must be Equal. 8. For Reconciliation of the balance sheet use \[total assets = total liabilities + total equity\].