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Documentation & User Guide

Everything you need to run SMS ERP — clear, illustrated, step-by-step.

Documentation › User Guide

12. Quick Reference

12.1 Where to find things

Menu

What it contains

Dashboard

KPIs, finance snapshot, quick-launch tiles, charts

Students

All Students, Add Student, Families, Inquiries, Admissions, Homework/LMS

Academics

Sessions, Classes & Sections, Subjects, Attendance, Exams, Marks, Results, Grade Scale

Finance

Fee setup, Generate Challans, Collect Fee, Defaulters, Accounting, Statements

Services

Transport, Visitors, Certificates, Communication, Notice Board

Reports

Students, Admissions, Fee Collection, Defaulters, Branch Summary

Administration

Branches, Users, Roles & Permissions, Activity Log

12.2 Payment methods & accounting

Payment method

Posts to ledger account

Cash

Cash in Hand

Easypaisa

Bank Account

Jazz Cash

Bank Account

Cheque

Bank Account

Bank

Bank Account

12.3 Everyday tips

  • Super Admin: always check the branch switcher before adding or reading data.
  • Create the family before admitting students.
  • Fees are billed per family, so siblings appear on one challan.
  • Use the global search or ITA AI to find anyone in seconds.
  • If a button is missing, it is a permission — ask your administrator.

— End of Guide —

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