The document details the features of the Tally ERP 9 software module designed specifically for educational institutes, facilitating the management of various aspects such as student information, fee structures, attendance, and reports. It includes functionalities for creating and maintaining databases for classes, nationalities, and fees, along with the ability to customize reports based on specific needs. Additionally, it provides instructions for creating company info and handling administrative correspondence like transfer certificates and completion reports.

1. Software House
Presents
Tally ERP 9 For Educational Institutes

2. Advantage of this Educational Module
This Module is Created keeping in mind the
requirement of both Schools and Colleges where
some details required for school might not be have
an implication in colleges and vice versa.
The User can skip the field which is not required by
them.

3.  Creation of Company Info specifying whether to be used as educational or others
 Maintenance of Database such as Class, Nationality, Religion, Caste etc
Creation of Concession Details and Concession Template
 Creation of Fee info such as Admission fee, Computer lab fee, 1st term fee, 2nd term
fee etc
Creation of fee templates for each Course or Class.
 Creation of Bus Template for each area of travel which is linked to student info.
Creation of Hostel Fees and Template, Which can be linked to Student Info.
 Creation of Students Attendance info if Required.
Creation of Students Info with complete information such as Photo, Previous
school info, transport info, Tagging of Concession Template etc
Feature of Educational Module

4.  Generation of Fees Due based on class or course wise for individual students or for
a group (Class or Course)
 Entry for Fee collections from individual Student based on Fee template provided in
master and print out of the same as per your specification (if any required)
 Entry of Student Transfer Certificate and print out of the same
 Entry of Student course completion information and print out of the same
 Entry of Students Attendance for calculation of Attendance percentage
 Creation of Staff master and print out pertaining to their Appointment Letter
 Entering the date of resignation and printout of Experience and relieving order.
Feature of Educational Module

5. Outstanding Report
Class/Course Fee Outstanding Individual Fee head wise with total
Class/Course Fee total Outstanding Student wise
Student Fee Details Monthly wise
Student Fee collection Daily basis, based on period.
Group wise Outstanding with fee template split for each student
 Other Reports Based on database maintained
Student Info Based on Caste wise, Bus route wise, Religion wise etc.
 Attendance Percentage Report
 Class-wise Students Total and Class wise Student list
 Student Profile – Report Based on Information provided in student master.
Reports of Educational Module

6. Welcome to Educational module in
Tally ERP 9
Let Us Proceed how to maintain the
above said details in Tally ERP 9
with screen capture details

7. Company Creation Screen for School Module
Select Educational institution for Educational Module

8. The Gateway Screen for School Module

9. The Gateway Screen
The Gateway screen is divided into
 Master Info
 Transactions
 Institution Reports
 General Reports
In Master Info, there will be
Institution Info,
Financial Info
Staff Info (In case Payroll is enabled)
Institution Info is used to create the database and student
information.
Financial Info is used to create other Accounts master such as Ledger,
Group etc.
Staff Info is used to record the details of staffs.

10. Institution Master Consist of
Database info
Fee Info
Student Info
Attendance Info
Database Master Consist of
Class
Caste
Religion
Mother Tongue
Nationality
Bus Info

11. Creation of Class Master
In This Screen, If we are entering data of school then the bottom Details such
as Main Degree and sub class can be skipped. If we use it for a college data
then we can mention the main degree and sub class.
(For Example: B.Com (CS) Here Create Class Name as B.com CS and in Main
degree : BCom and Sub Class as : corporate secretaryship)
Tally for Institutions >>> Database Info >>>> Class >>>> Create

12. Creation of Caste
Master
Tally for Institutions >>>
Database Info >>>> Caste
>>>> Create
Creation of Religion
Master
Tally for Institutions >>>
Database Info >>>> Religion
>>>> Create
Likewise let us create all the other Masters Such as Mother Tongue,
Nationality and Bus Info.

13. Creating Fee Info and Entering Fee Template for Course & Bus
Let us Create Fee info

14. Course Fees Creation
Tally for Institutions >>> Institution Master >>>> Fee Info
>>>> Course Fees >>>> Create
As mentioned in the above screen, we have to create a ledger :Admission fee
under the said group Fee Ledger
Let us also create all the fees applicable in our institution

15. Creating Course Fees Template
Tally for Institutions >>> Institution Master >>>> Fee Info >>>> Course
Fees structure >>>> Create

16. Concession Fees Creation
Tally for Institutions >>> Institution Master >>>> Fee Info
>>>> Concession >>>> Create
As mentioned in the above screen, we have to create a ledger under
the said group Concession Fees

17. Creating Concession Structure
Tally for Institutions >>> Institution Master >>>> Fee Info >>>>
Concession structure >>>> Create

18. Bus Fees Creation
Tally for Institutions >>> Institution Master >>>> Fee Info
>>>> Bus Fees >>>> Create
As mentioned in the above screen, we have to create a ledger :bus fee
under the said group Bus Fees

19. Creating Bus Fees Template
Tally for Institutions >>> Institution Master >>>> Fee Info >>>> Bus Fees
structure >>>> Create

20. Hostel Fees Creation
Tally for Institutions >>> Institution Master >>>> Fee Info
>>>> Hostel Fees >>>> Create
As mentioned in the above screen, we have to create a ledger under
the said group Hostel Fees

21. Creating Hostel Fees Template
Tally for Institutions >>> Institution Master >>>> Fee Info >>>> Hostel
Fees structure >>>> Create

22. Creation of Student Info
Tally for Institutions >>> Database Info >>>> Student Info
>>>> Create

23. Other Information of Student Info
Previous School Information
Scholarship Information

24. Other Information of Student Info
Transport Information
Other Information
Leaving Information

25. Transaction and Correspondence
Institution Entries

26. Individual Course Fees
Through this above screen we can select the class, based on the
class students name will be listed, we can select the student and we
have to select the class fees template based on which Course fee
will be generated.

27. Entry based on the previous screen

28. Class-wise Course Fees Generation
Through this above screen we can select the class, we have to
select the class fees template based on which Course fee will be
generated to all the students of the class.

29. Entry Report based on the previous screen

30. Individual Bus Fees Generation
Through this above screen we can select the class and Bus charge
template, based on the selection students name will be listed, we
can select the student based on which Bus fee will be generated.

31. Entry based on the previous screen

32. Bus Group wise Fees Generation
Through this above screen we can select the Bus Charges Template,
based on which Bus fee will be generated to all the students to
which the selected template is linked.

33. Entry Report based on the previous screen
Likewise, we can do Hostel Fees & Concession Fees. Let us see the entry
level for Concession.

34. Concession Entry screen
Likewise we can pass concession entry for a group

35. Fee Receipt Entry
Tally for Institutions >>> Institution Entries >>>> Fee Receipt
Once we select the student name or the roll no, tally will prompt the fee details
against which the receipt amount to be adjusted.

36. School Correspondence
Through this option we can create the school Correspondence
such as TC, Bonafide, Completion Certificate etc.
Tally for Institutions >>> Institution Entries >>>> School
Correspondance

37. Details of School Correspondence
For the usage of all this Correspondence, we have to create voucher
types such as “Transfer Certificate”, Bonafide Certificate, Conduct
Certificate etc. Based on this entries we have generate a report as given
below for TC

38. Report for Institutions

39. Outstanding Report

40. Student Summary

41. Student Monthly Statement

42. Group-Wise Student O/S

43. Correspondence Report
As Shown Below we can Generate all the
other reports based on the information
provided in the entry

44. Other Reports

45. Information on Other reports
Class-wise Students Report :
Based on this report, we can view the class – wise student
Strength details and when we drill down we will see the Student list of
the class.
Detailed Student Information Report :
Based on this report, we can view the complete details of
Student provided in the Student Master info
Bus-wise Student Report :
This Report will display the report of student based on the
Dropping area.
Hostel-wise Student Report :
This Report will display the report of student based on the
Room the student stays.

46. Information on Other reports
Concession Report :
Based on this report, we can view the concession given to
various students and the basis on which the concession is given
Caste Wise Report :
Based on this report, we can view the complete details of
Student Based on caste wise.
Student Attendance Report
This Report will display the percentage of present based on
the attendance entered

47. Thank You
For any Clarification on this module
Please feel free to contact
Software House
Sandeep Bagri - 9360939390
Work: 044-42924292
Email: sandeep@indiars.com