Recommended setup order
Receiving accounts
Open Fees Manager → Bank accounts to create an account. Record the account identity, bank, branch, account type, status, and whether it should be the default where those fields apply. A fee can point to a receiving account so operators and families know where it is expected to be paid.Fee categories
Open Fee categories to create reusable classifications such as tuition, transport, examination, or another school-defined category. Keep category names distinct and descriptions clear.Create a fee
Open Fees Manager → New fee, then complete:- category and receiving account;
- title or description;
- amount and due information;
- academic year and optional term scope; and
- the other status or behavior fields shown by the form.

