Fee Head Report

Fee Head Report

Introduction 

We’re excited to introduce the Fee Head Report, a report that gives you a clear breakdown of collections across different fee heads. This allows you to track the fee collected under different heads or slabs, giving you a clear breakdown of payments.

How to Navigate?

  1. Access the Main Menu 
  2. Navigate to the Dashboard
  3. Click on Payment Dashboard

What does it offer?

  1. Summary cards show total paid amount, discounts/concessions, surcharges, and late fees at a glance.
  2. The listing beneath the summary cards provides details for each fee head, including count of transactions, paid amount, and discounts/concessions applied.
  3. Apply filters on currency, date range, fees, and fee heads to analyze data as needed.
  4. Download the report in Excel format using the download button at the top right.

Example Use Case

If your semester fee includes tuition, hostel, and mess fees, you can now:
  1. See collections for each fee head.
  2. Track the number of payments received for each fee head.
  3. Analyze discounts applied on each fee head.
  4. Find out how much late fees and surcharges like GST were collected.

Conclusion

The Fee Head Report gives institutes a detailed and transparent view of collections across various fee heads. With easy filters, summaries, and downloadable reports, it simplifies financial tracking and helps in better decision-making.
 
    • Related Articles

    • Fee Connect Wise Reports

      Introduction In this release, we've introduced two new reports to the Payment Dashboard, making it easier for you to track and analyze your financial data. How to Navigate? Access the Main Menu Navigate to the Dashboard Click on the Payment Dashboard ...
    • Settlement Report Enhancements

      We’ve expanded the capabilities of the settlement report to support more vendors in addition to Razorpay. The following vendors are now included: Cashfree Payment Gateway - You can view all settlements disbursed to your organization by Cashfree, both ...
    • Customizable Date for Offline Late Fee Collection

      Introduction We have enhanced our platform to allow you to dynamically set the date up to which you’d like to collect late fees from applicants whilst marking offline payments. This feature makes recording offline payments more convenient, as only ...
    • Scholarship & Concession on Collexo

      Introduction This feature enables you to offer scholarships or concessions to your students/applicants. Students/applicants can apply for concessions/scholarships during fee payments, and once they apply a concession/scholarship to a fee, the total ...
    • Customizable Receipt Number on Collexo

      Introduction We're thrilled to announce that you can now customize receipt numbers for your organization. You can define a single receipt number format that works across your organization or set a unique format for each year. Follow the steps ...