Accountant — overview & checklist
Role: accountant. You own the fee counter and Account Section (dues, collect, ledgers, notices, income/expense submits). You submit approval requests; you do not clear the school-wide Approvals inbox, and you do not get Admin Settings.
Principal / VP do not see Account Section on web — that work stays with you and school_admin.
Your world (mind map)
Can vs cannot
| Area | Accountant | | --- | --- | | Collect fees / print receipts | Yes | | 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 | | Pay teacher salary | Yes (default menu) |
Sidebar (what you see)
| Menu | Route |
| --- | --- |
| Dashboard | /portal/dashboard |
| Students | /portal/students |
| Teachers (list + add) | /portal/teachers, /portal/teachers/add |
| Account Section → Due Fee Record | /portal/account/due-fees |
| Account Section → Due Fee Notice | /portal/account/due-notices |
| Account Section → Student Fees | /portal/fees |
| Account Section → Daily Collection | /portal/account/daily-collection |
| Account Section → Monthly / Yearly Ledger | /portal/account/monthly-ledger, /portal/account/yearly-ledger |
| Account Section → Income Expense | /portal/account/income-expense |
| My Approval Requests | /portal/approvals |
Daily checklist
- Open Account Section → Student Fees →
/portal/fees. - Collect dues; print A4 / 80mm receipts.
- Partial pays → always set promised due date.
- Excess cash → wallet (see Fee collection workflow).
- Need discount / void / override → My Approval Requests (wait for school_admin).
- Income/Expense create → pending until school_admin approves.
- End of day: reconcile Daily Collection.
Guides in this section
Admin-side masters: ask school_admin (Fee structure).