Bursar — day-to-day operations

This guide covers the routine operations the bursar runs once the initial fee setup is in place. For the first-time setup of fee categories and per-class amounts, see Fees & Accounting module.

Coming soon

This page is being written. Planned sections cover the day-to-day workflows of the accounting team:

• Receiving payments — record a payment (cash, transfer, mobile money) directly or through the cashier, generate the receipt.
• Tracking balances — per student, per class, per fee category. Reading the bursar dashboard.
• Automatic reminders — configure overdue thresholds, message templates (SMS / email), sending frequencies.
• Tracking by category — aggregate view of collection per fee category, including overdue rates.
• Accounting exports — Sage, Excel, CSV formats. Time scopes (month, quarter, year).
• Adjustments and discounts — apply an exceptional discount (internal scholarship, commercial rebate), handle an overpayment, manage a credit note.
• End-of-year closing — carry remaining balances over to the next year, archive accounts of students who have left.

For urgent questions: contact@klassci.com.