Year-end is when small gaps become big surprises — for accountants, auditors, and parents. A structured close saves July headaches.
Fees and Reconciliation
- Run a full defaulter report and classify balances (to pursue, to write off, to carry forward per policy).
- Reconcile every payment mode (cash, UPI, bank) against bank statements.
- Freeze large structural changes to fee heads during the last week unless urgent — you want a stable snapshot for auditors.
Attendance and Certification
Export class-wise attendance summaries and store them with the year label. If you print leaving certificates, verify attendance percentages against the system before signatures go on paper.
Academic Year Rollover Prep
Confirm promoted classes and inactive students for alumni status. Clean duplicate guardian numbers so next year’s SMS campaigns start fresh.
Reporting Pack
Build a simple folder: fee collection summary, outstanding list, top 10 defaulter explanations, attendance trend graph, and communication log for fee reminders. Pathshala’s fee management and attendance modules are designed to produce these exports without Excel gymnastics.
Look Ahead
Use year-end insights to tune next year’s reminder cadence — see How to Reduce Fee Defaulters by 50% in 30 Days. For implementation support, contact the Pathshala team.