How to search and filter transactions (Admin — Web)

💻
Web Steps
1
Go to Admin → Fees from the left menu.
2
Click the Transactions tab.
3
All transactions are shown with the latest first.
4
Use the Filter panel to narrow results by one or more of: Date Range (From and To dates), Class, Section, Payment Mode (Cash / UPI / Bank / Cheque), Fee Head (cost center type), Student Name or Admission Number.
5
You can combine multiple filters — for example, filter by Class 10 + Cash payments + this month to see cash collections from Class 10 in the current month.
6
Click Apply Filter to see matching results.
7
The total amount collected for the filtered results is shown at the top of the list.
8
Click Download Excel to export the filtered results to a spreadsheet.
9
Click Clear Filter to reset and show all transactions.
💡 Tips & Notes

Transactions are permanently stored and never deleted. You can search across all past years by setting the date range to cover any period.

👤 Who can do this?
Admin ✅ Can perform
Teacher ❌ No access
Student ❌ No access
Parent ❌ No access