Category: Finance_Settings

Thank you for your recent inquiry about creating and editing Fee Collection Types. Please follow the steps below:

Create Fee Collection Type:

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 Collection Types”.

Step 5: Click on “Add New Row” to add a new record by giving “Fee collection type name” and selecting Fee Account.

Step 6: Click on “Submit” and the new Fee Collection Type is created.

To Edit Fee Collection Type:

Step 7: Select any row and click on “Edit Selected Row” to edit.

Step 8: Make the necessary changes and click on “Submit”.

Step 9: The changes are updated successfully.

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

Thank you for your recent inquiry about capturing lead source information on Enquiry Forms.

Create Miscellaneous Fee Type:

Step 1: Login to MCB with Sys 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 Types”.

Step 5: Select “Misc Fee Types” on the left pane and click on “Add Miscellaneous Fee Types”.

Step 6: Add a new fee type by giving Miscellaneous Fee Types name and choose the required options as mentioned. Upon adding, click on save.

The new miscellaneous fee type is created.

Edit Miscellaneous Fee Type:

Step 7: Select any fee type and click on “Edit” option.

Step 8: Make the necessary changes and click on “Save” button.

Step 9: The changes are updated successfully.

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

Thank you for your recent inquiry on editing / deleting Fee Plan Settings. Please follow the steps below:

Edit Fee Plan:

Step 1: Login to MCB with SysAdmin 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 “Fee Plan Settings”.

Step 5: Select Location, Branch, Fee Plan and Fee type.

Step 6: Under “View Fee Settings”, select the fee setting and click on “Details”.

Step 7: Select any Fee plan setting below and click on “Edit” option.

Step 8: Make the necessary changes and click on save. The changes are updated successfully.

Delete Fee Plan Setting:

There is a “Delete” option available next to “Details” button. Click on Delete button.

The Fee Plan Setting is deleted successfully.

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

Thank you for your recent inquiry about creating receipt ranges. Please follow the steps below:

Create Receipt Range:

Step 1: Login to MCB with SysAdmin 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 “Receipt No. Ranges”.

Step 5: Select Location, Branch, Financial Year, choose “Manual/Online” option and click on “Get”.

Step 6: Click on “Add New Row”.

Step 7: Add a new record by giving Fee Account, Range From and To details and other information as required. After entering the required details, click on “Submit” to create the “Receipt Range”.

Edit Receipt Range:

Step 7: Select any row and click on “Edit Selected Row” to edit.

Step 8: Make the necessary changes and click on “Submit”.

Step 9: The changes are updated successfully.

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

Thank you for your recent inquiry on Creating Concession Settings. Please follow the steps below:

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 “Concession Settings”.

Step 5: Click on “Create Concession Settings” to add required fields like Concession name, Percentage and other necessary details.

Step 6: After adding the required information, click on “Save”.

Step 7: The Concession Settings are created successfully.

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

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.