ZSchool4u Docs
Open app

Accountant — students & teachers

Accountant can create/read students and teachers (per seed permissions) from a compact sidebar — useful when a parent pays at admission time.

Students

Route: /portal/students

  1. Open Students.
  2. Enroll a new student when admission + first fee happen together:
  3. Open existing students to jump into fee collect.
  4. You typically do not manage photos/roll bulk tools (those are school_admin student submenu items).

Teachers / employees

Routes: /portal/teachers, /portal/teachers/add

  1. Open Teachers → Teacher List.
  2. Add Teacher when front-office asks you to create a staff login for fee/admin handoff.
  3. Prefer school_admin for roles like principal/accountant and for documents policy.
  4. After create, confirm the person can log in with the right role.

What to hand off

| Need | Hand off to | | --- | --- | | Class fee rates / coupons | school_admin | | Approvals (discount/void) | school_admin queue | | Parent suspend | school_admin / principal | | Promote / passout | school_admin / principal | | Print doc templates | school_admin |

Next