Accountant — overview & checklist
Role: accountant. You run the fee counter and Account Section. You submit approval requests; you do not clear the school-wide Approvals inbox, and you do not get Admin Settings.
Train with: Web portal guide → this page → Fee collect daily.
Your world
Can vs cannot
| Area | Accountant | | --- | --- | | Collect fees / print receipts | Yes (with Collect permission) | | Account Section (dues, ledgers, notices) | Yes | | Submit discount / void / override / IE | Yes (pending) | | Approve Approvals queue | No — school_admin | | Edit / delete live IE ledger rows | No — school_admin only | | Delete students or employees | No (hard block) | | Fee masters / Admin Settings | No |
Sidebar (what you see)
| Menu | Route | Buttons |
| --- | --- | --- |
| Dashboard | /portal/dashboard | Open dues / fees widgets |
| Students | /portal/students | Search; row Pay fee |
| Teachers → List / Add | /portal/teachers | View / add if used |
| Account Section → Due Fee Record | /portal/account/due-fees | Filters, PDF/CSV |
| Account Section → Due Fee Notice | /portal/account/due-notices | Send Notice |
| Account Section → Daily Collection | /portal/account/daily-collection | Date filter |
| Account Section → Monthly / Yearly | ledger routes | Period reports |
| Account Section → Income Expense | /portal/account/income-expense | Submit entry |
| My Approval Requests | /portal/approvals | Filter status |
| Notifications / Help / Profile | respective | — |
Full table: Sidebar by role — Accountant.
Daily checklist (click-by-click)
- Login → Dashboard.
- Account Section → Due Fee Record — see unpaid / PYD.
- Collect fees:
- Students → find child → row Pay fee / Collect, or
- Open student fee page → select months → enter amount → confirm → print A4 / 80mm.
- Partial pay → set promised due date (required).
- Excess cash → goes to wallet (auto-covers full future months).
- Need discount / void → submit request → watch My Approval Requests.
- Optional: Due Fee Notice → Send Notice for defaulters.
- End of day: Daily Collection — match cash/UPI.
If Pay fee button is missing, ask School Admin to grant Collect / Pay fee (and optionally Student Fees) on your employee menu permissions.