How to create & edit Fee Plans?

mcbhelp Finance_Settings

Create Fee Plan:

Step 1: Login to MCB with System Admin login credentials.

Step 2: Click on the “User Profile” icon on the right-hand top corner.

Step 3: Select “Settings”.

Step 4: Select Finance and click on “Create Fee Plan”.

Step 5: Select location, Branch, and name a Fee Plan. Choose the required options here and click on “Create”.

The New Fee Plan is created.

How to accept fee payments?

mcbhelp Collections

Step 1: Login to MCB with Accountant login credentials.

Step 2: Select “Collections” on the top bar and choose “Make Payment”.

Step 3: Search for the student here by entering the required criteria.

Step 4: Select “Make Payment” in the left pane of the page and click on “Fee Details”. Mark the checkbox against the fee details and click on next.

Step 5: Select the mode of payment, enter the details and click on “Save and Continue” to generate the receipt details.

Step 6: Click on “Print Receipt” option to take a printout of the generated fee receipt.

How to find Bank Submission Form?

mcbhelp Collection_Reports

Thank you for your recent inquiry.

Please follow the steps below to find the bank submission form.

Step 1: Login to MCB with Admin login credentials.

Step 2: Select “Finance” on the top bar of the dashboard.

Step 3: Select “Collection Reports” and click on “Bank Submission Form”.

Step 4: Choose the options here like Branch, Bank, Date, Class and Payment Mode. After choosing the required options, click on Show Report.

Step 5: You’ll get the list of Bank Deposit Slips.

Hope this helps. Please feel free to reply back to this email or call us at 040-48584444, for further assistance.

How to generate Daily Fee Collections Report?

mcbhelp Collection_Reports

Step 1: Login to MCB with Accountant login credentials.

Step 2: Select “Collection Reports” on the top bar and choose “Fee Day Sheet”.

Step 3: Enter the required details like Branch, Fee Accounts, Date, Payment Modes and click on “Show Report”.

Step 4: The Fee Day Sheet Report is generated. You can export them to excel or print the report directly.

Step 5: Select “Fee Typewise” from the top right corner drop-down and select the Branch, Dates and other details and click on “Get”.

Step 6: The Fee Typewise Report is generated. You can export them to excel or print the report directly.

Step 7: Select “Payment mode Wise” from the top right corner drop-down and select the Branch, Dates and other details and click on “Get”.

Step 8: The Payment mode Wise report is generated. You can export them to excel or print the report directly.

How to generate Fee Transaction summary Report?

mcbhelp Collection_Reports

Step 1: Login to MCB with Accountant login credentials.

Step 2: Select “Collection Reports” on the top bar and choose “Fee Transaction Summary”.

Step 3: Enter the required details like Branch, Fee Accounts, Date, etc. Select the cheque status as “Deposited Cheques” and click on “Show Report”.

Step 4: The report is generated. You can export the same into excel or print the report directly.

Step 5: Select the cheque status as “All Cheques” and click on “Show Report”.

Step 6: The report is generated. You can export the same into excel or print the report directly.