Basic Education Finance

A step by step process for Basic Education (from Enrollment to Tellering)

-------------------------------------------------------------------------------- ACCEPTING APPLICANTS/ENROLLEES 1. Students can apply online using pre-enrollment site. To accept student, Go to Applicants shortcut in Desk menu 2. In this list, you can view applicants and select student you want to accept 3. Before Accepting student, make sure you read all of student's information including

School Tuition Plan

1. To setup Tuition plan, go to Account Setup in Desk Menu 2. In Account Setup, click School Fees under BED menu 3. Next, Click NEW button to create tuition plan 4. In School Tuition plan form, provide the required fields especially the tuition type, if this Tuition plan is

How to Show Item on General Request Website

The following are the steps on how to setup a specific item to be displayed on General Request Website for customers to select as request. Step 1. Login to your portal Step 2. on the Search bar, type in "Item List" Step 3. Click an Item that you want to

Tellering V2

1. To process payment, Lets setup first the options to be set so that the new Tellering v2 will appear. You can go to Billing Settings first by searching it in the search bar in Wela 2. While you're in Billing Settings Form, kindly check Disable Sales Invoice creation and

How to Add Specific Item Price

The following are the steps on how to setup a specific price for each item to be used on payment entries and general request. Step 1. Login to your portal Step 2. on the Search bar, type in "Item List" Step 3. Click an Item that you want to have

Payment Link Generation

In your school portal, search for "Payment Link List" in the search bar. In the Payment Link List page, click the Menu button to show options then click “Send Link” to generate payment link. Fill up the necessary information. Note: Make sure that Message field has {link} and {school}. {link}

How to Submit Proof of Payment

Once a proof of payment entry has been saved by the students, head to "Proof of Payment List". You will then be directed to this page, click on the entry your student uploaded. Once clicked, you must then check the details of the entry to check what the student has

Canteen E-Wallet Top-up

For Cashless Transactions, follow these steps below. STEP 1: Navigate into School URL and login. STEP 2: Search for Transact Canteen on the search bar. Select the result, Transact Canteen List. after selecting the list, you will be redirected to the Transact Canteen page where you can see the list

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