Effortless Automated Fee Management in Google Sheets

Effortless Automated Fee Management in Google Sheets

Automated Fee Management in Google Sheets can manage school student fee records with proper data entry. It can transform your work and save valuable time and resources. controlling costs and manual payments can be difficult, especially for schools, businesses, or organizations that do a lot of work. But with the power of automation and Google Sheets, you can easily improve your expense management process without wasting more time.

Data entry is easy:

Processing data entry is error-prone and time-consuming. Using Google Sheets, you can create a process to directly access data from multiple sources, including online payment gateways, registries, or databases. This eliminates the need for manual entry and ensures information is accurate.

Customize Fees Calculation:

Google Sheets provides powerful templates and functionality that allow you to create costing processes that fit your specific needs. Whether you need to calculate tuition, late fees, discounts, or payments, Google Sheets can handle it. Thanks to automatic calculations, you can create instant cost estimates without the risk of human error.

Automated reports:

Keep track of your invoices with automatic reports built into Google Sheets. Set reminders for students, parents, or customers about payment due dates, overdue fees, or payment confirmations. By automating reports, you can improve communication and reduce the need for manual tracking by ensuring payments are made on time.

Real-time reporting and analysis:

Learn more about your expense management processes with real-time reporting and analysis in Google Sheets. Track repayments, underpayments, revenue, and more with customizable dashboards and charts. With market reporting, you can make informed decisions, identify areas for improvement, and optimize your spend management strategies.

Seamlessly integrate with other tools:

Google Sheets expands its functionality by seamlessly integrating with other Google Workspace apps and third-party tools. Integrate with Google Sheets for online payments, Google Calendar to schedule payment reminders, or other financial software for complete financial management. By working together, you can create a way to manage expenses, thus increasing efficiency.

How do create Automated Fee Management in Google Sheets?

In this video, we have explained practically all the steps. follow these steps as told in the video and use the VBA script code as written in the further section.

Follow Below step to Create automated fee management:-
1. Open Google Sheet.
2. create a Form design as described in the video.
2. Write app script code.
function searchfeedata()    // search searchfeedata record
{
 var SEARCH_COL_IDX = 0;
 var RETURN_COL_IDX = 0;
  var ss=SpreadsheetApp.getActiveSpreadsheet();
  var form =ss.getSheetByName("Fee");
  var str=form.getRange("E7").getValue();
  ["6TH","7TH","8TH","9TH","10TH"].forEach(function(s)
  {
     var values= ss.getSheetByName(s).getDataRange().getValues();
     for (var i = 0; i < values.length; i++)
      {
        var row = values[i];
            if (row[SEARCH_COL_IDX] == str)
            {
              form.getRange("E7").setValue(row[0]);
              form.getRange("G7").setValue(row[1]);
              form.getRange("E12").setValue(row[5]);  
              form.getRange("E13").setValue(row[6]);    
              form.getRange("E14").setValue(row[7]);    
              form.getRange("E15").setValue(row[8]);
              form.getRange("E16").setValue(row[9]);    
              form.getRange("E17").setValue(row[10]);  
              form.getRange("G12").setValue(row[11]);  
              form.getRange("G13").setValue(row[12]);  
              form.getRange("G14").setValue(row[13]);  
              form.getRange("G15").setValue(row[14]);    
              form.getRange("G16").setValue(row[15]);  
              form.getRange("G17").setValue(row[16]);    
              return row[RETURN_COL_IDX];
           }    }  } )}
function submit()
{
var ss=SpreadsheetApp.getActiveSpreadsheet();
var form =ss.getSheetByName("Add");
var classname=form.getRange("F13").getValue();
var datasheet=ss.getSheetByName(classname);
var ui=SpreadsheetApp.getUi();
if (classname =="")
{
ui.alert("classname field is blank.");
return;//to exit from this function
}
var response=ui.alert("Confirm", "Do you want to register this student?", ui.ButtonSet.YES_NO);
if (response==ui.Button.NO)
 {
return;//to exit from this function
 }
 var lastrow=datasheet.getLastRow()-2;
 var blankRow=datasheet.getLastRow()+1; //identify the next blank row
 datasheet.getRange (blankRow, 1).setValue(form.getRange("F7").getValue()); //ID
 datasheet.getRange (blankRow, 2).setValue(lastrow); //ROLL NO
 datasheet.getRange (blankRow, 3).setValue(form.getRange("F11").getValue()); //NAME
 datasheet.getRange (blankRow, 4).setValue(form.getRange("I13").getValue()); //GENDER
 datasheet.getRange (blankRow, 5).setValue(form.getRange("F19").getValue()); //FNAME  
 var database=ss.getSheetByName("DATABASE");
 var blankRow=database.getLastRow()+1; //identify the next blank row
 database.getRange (blankRow, 1).setValue(form.getRange("F7").getValue());
 database.getRange (blankRow, 2).setValue(form.getRange("F9").getValue());  
 database.getRange (blankRow, 3).setValue(form.getRange("F11").getValue());  
 database.getRange (blankRow, 4).setValue(form.getRange("I11").getValue());
 database.getRange (blankRow, 5).setValue(form.getRange("F13").getValue());  
 database.getRange (blankRow, 6).setValue(form.getRange("I13").getValue());
 database.getRange (blankRow, 7).setValue(form.getRange("F19").getValue());
 database.getRange (blankRow, 8).setValue(form.getRange("F15").getValue());
 database.getRange (blankRow, 9).setValue(form.getRange("I15").getValue());
 database.getRange (blankRow, 10).setValue(form.getRange("F17").getValue());
 database.getRange (blankRow, 11).setValue(form.getRange("F21").getValue());
      form.getRange("F9").clearContent();;  //ADMISSION DATE
      form.getRange("F11").clearContent();    //NAME
      form.getRange("I11").clearContent();    //DOB
      form.getRange("F13").clearContent();   //CLASS
      form.getRange("I13").clearContent();     //GENDER
      form.getRange("F15").clearContent(); //ADDRESS
      form.getRange("I15").clearContent(); //CATEGORY
      form.getRange("F17").clearContent();  //EMAIL
      form.getRange("F19").clearContent();   // FATHER NAME
      form.getRange("F21").clearContent();   // PHONE NO
 ui.alert('Student Registered');}
function updatefee()
{
  var SEARCH_COL_IDX = 0;
  var RETURN_COL_IDX = 0;
  var ss=SpreadsheetApp.getActiveSpreadsheet();
  var form = ss.getSheetByName("Fee"); //Form Sheet
  var ui=SpreadsheetApp.getUi();
  var response=ui.alert("!!! Warnning", "Are you sure want to update fee?", ui.ButtonSet.YES_NO);
   if (response==ui.Button.NO)
    {
     return;//to exit from this function
    }  
    var datasheet =form.getRange("E7:E7").getValues()[0][0];
  ["6TH","7TH","8TH","9TH","10TH"].forEach(function(s)
  {
    var values = ss.getSheetByName(s).getDataRange().getValues();
    for (var i = 0; i < values.length; i++)
      {
         var row = values[i];
         if (row[SEARCH_COL_IDX]==datasheet)
        {
         var INT_R= i+1;
         var values1= [[form.getRange("E7").getValue(),
         form.getRange("G7").getValue(),
         form.getRange("E9").getValue(),
         form.getRange("E11").getValue(),
         form.getRange("G9").getValue(),
         form.getRange("E12").getValue(),
         form.getRange("E13").getValue(),
         form.getRange("E14").getValue(),
         form.getRange("E15").getValue(),
         form.getRange("E16").getValue(),
         form.getRange("E17").getValue(),
         form.getRange("G12").getValue(),
         form.getRange("G13").getValue(),
         form.getRange("G14").getValue(),
         form.getRange("G15").getValue(),
         form.getRange("G16").getValue(),
         form.getRange("G17").getValue()]];                      
        ss.getSheetByName(s).getRange (INT_R,1,1,17).setValues(values1);
       return row[RETURN_COL_IDX];
       }  }  });
  SpreadsheetApp.getUi().alert('fee update successfully');
}

Conclusion:
after completing all these steps you can successfully use this software without any error-prone.

Insert Update Delete student record using Google sheet 

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Show 2 Comments

2 Comments

    • admin

      thank for comment suggesting you please watch this class and do step by step all thing so you will understand all concept.

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