Overview

Bulk Fee Upload in Collexo allows users to upload applicant data along with corresponding fee amounts, enabling seamless fee collection.

• Flexible Fee Management: Upload fee amounts for different fee heads and applicants.

• Customizable Setup: Configure separate or bundled fee connections as needed.

• Additional Features: Supports surcharges, discounts, and partial payments.

• Bank Routing: Assign specific fee amounts to different bank accounts.

This ensures a streamlined fee collection process while maintaining accuracy and flexibility.

Plan & Permissions

Ensure you have the necessary permissions to access Collexo and manage applicant fee data.

Step-by-Step Guide to Upload Fee Amount to Applicant Data in Collexo

1. Create Amount Fields and Amount Surcharge Fields from Manage Fields.

2. Added Fee heads will be displayed in student records -> Manage Student data.

3. Amount against each Applicant can be updated either via bulk upload or single edit of Applicant.

4. Fee Connect can be set up for these Amount-based fields by selecting Amount Based in fee Connect and selecting the Amount Fields.

5. Multiple Amount Fields can be bundled together along with multiple surcharges.

6. Other Fee Connect features such as Discount and Partial Payment can also be enabled for these fees and will work as it is.
7. The front end will work as it is. Bundled Fees will be displayed as Fee Heads on the Checkout Page.

Points to Keep in Mind

• Uploaded fee amounts will reflect in individual student records.

• Fees can be routed to different Bank Accounts based on the configured fee structure.

• If an error occurs in upload, verify the file format and required column headers.

Conclusion

By following these steps, you can efficiently upload fee amounts to applicant data in Collexo, ensuring accurate fee collection and management.