How to allow/disallow manager to handle fees

Created by Emmanuel Hart, Modified on Wed, 05 Feb 2020 at 05:46 PM by Emmanuel Hart

We allow managers to have the right to handle fee transactions such as creating invoice templates and invoices, recording payments, etc. This is because Managers in the school are individuals with high positions (Headteacher, Principal, Proprietor, accountant, etc)  (How to add managers). However, you may want to allow or disallow certain managers from handling fees. Note that the Manager may still be able to view records if permitted by admin. (How to allow manager view fee records).This can be done as follows


  1. Click on ‘Portal setting’ on the menu 

  2. Click on ‘Finance’ Sub Menu

  3. Scroll to the ‘Fee setting for managers’ section’ 

  4. Go to ‘Allow Access to Handle Fee Records’ section 

  5. Select the Manager(s) you wish to allow to handle fee records by clicking on the manager's name for a single manager or pressing CTRL and click on them for multiple manager selection. 

  6. Deselect Manager(s) from handling fee records by clicking on the HIGHLIGHTED manager's name for a single manager or pressing CTRL and click on them for multiple managers. 

  7. Scroll to the bottom and click on ‘Update Settings’ to save your choice.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article