Cheque Management
Overview:
This section will help to manage all the cheques received, update on the status of cheques,viewing the history can be done here. You may view all the cheques and apply filters as per requirements here.
Status update:
Goto Settings->Cheque Management.
Page with the data of all the cheques opens up.
Field | Description |
Student | Displays the name of the student who have done the payment using cheque. |
Bank | Mentions the name of the bank using which cheque was deposited. |
Amount | Mention the amount in the cheque. |
Date | The date mentioned on the cheque. |
Status | Updates you on the present status of the cheque. 1)Received-The cheque has been received but not credited to bank account 2)Cleared-Amount has been credited to bank account. |
Remark | Will update on any specific note for the payment |
Option | Updation on the status,editing details,displaying history and generating receipts for the cheque. |
Select the dropdown option for the student where updation is required.
Click on status option to find the option of updating the same.
Field | Description |
Cleared | Mark this if the amount has been credited to your bank. |
Received | Cheque has been received on your end, amount is yet to be credited. |
Bounced | Mark this if the cheque is bounced. |
Remark | Update any remark, if required for the cheque. |
Click on Update to save the changes.
History:
This section will help you in checking the history of the cheque.
Goto Settings->Cheque Management.
Select the drop-down for the student to check history, click on history.
History of the cheque opens up on the screen.
Field | Description |
Date | The date on which the changes on the status were made. |
Status | Provides the details of all the status the cheque had previously. |
Remark | Any Remarks provided earlier for the cheque. |
Click on Close to close the history
Edit Cheque Details:
This section provides you with the option of editing the cheque details submitted previously.
Goto Settings->Cheque Management.
Select the drop-down for the student to check history, click on Edit.
A page opens up with the following fields.
Field | Description |
Cheque number | You may edit the cheque number here. |
Cheque Date | You may edit the date which was previously mentioned. |
Amount | Edit the amount of the cheque. |
Bank | Edit the bank name provided earlier. |
Remark | Make a new note for the cheque |
Old Remark | Shows the previously updated remark. |
Click on Update to save the changes done.