kis kindergarten integrated platform...
TRANSCRIPT
KIS Kindergarten Integrated Platform
ePayment
Admin Training
For In-House Training ONLY
Training content
1. Basic Settings
2. Add value
3. Payment management
4. Special Operation
5. Data Log Browsing
6. Print Page
7. Statistics and Report
8. Q & A
PPS Deposit
Parent
Student System
Administrator &
General Office Staff
Cash Deposit
Wave card
Deposit
Payment item
detail setting
Wave Card to
pay
Add value Create
payment item Pay
View report &
Payment status
General Office
View payment
item status
Print Records & Outstanding
Payment List
View Payment
records in
eClass
Parent eClass System/
School Account
Sever &
backup ePayment System
Flow
Pay General
Office
System Design
Prepayment transaction mode - account
balance must be positive in order to carry out
transactions.
Partial payment is not allowed.
Basic Settings
KIS ePayment
Assign “ePayment”administration
1) assign the “ePayment” administration (setup by
eClass Administrator)
eClass Administrator
2) Add Role Member List
Assign “ePayment”administration eClass Administrator
Click to add
the member to this
Role
3) Assign Module Administration to Role
Assign “ePayment”administration eClass Administrator
***Settings will be effective after login again***
The related colleagues will become ePayment Administrator to
manage ePayment.
Assign “ePayment”administration eClass Administrator
ePayment – Login
1.Enter your login ID and password
2.Click "ePayment" in the homepage after
login
3.ePayment homepage would be shown.
Before getting into system
1. Setting the Client Program
a. Add-Value
b. Payment
Client Program (Add Value)
\eClass\Addvalue\Addvalue.exe.Config
Client Program (Payment)
\eClass\ePayment\PaymentTerminal.exe.config
Basic Settings
1. System Properties
2. Terminal Settings
3. Login Account for
Terminal
4. Payment Item
Category Settings
5. Payment Letter
Settings
6. PPS Setting
System Properties Setting Basic Settings > System Properties
Terminal Settings Basic Settings > Terminal Settings
Login Account for Terminal Basic Settings > Login Account for Terminal
Payment Item Category Settings Basic Settings > Payment Item Category Settings
Payment Letter Settings Basic Settings > Payment Letter Settings
PPS Setting
Basic Settings > PPS Setting
Add Value
KIS ePayment
Add value
1. PPS
a. Student and PPS account Linkage
b. PPS Daily Log File
2. Cheque, cash, bank transfer
a. Manual input cash deposit
b. Import Cash Deposit
Add value - Student and PPS account Linkage Account Data Import > PPS account Linkage
Add value - PPS Daily Log File Account Data Import > PPS Daily Log File > PPS Daily Log File
Add value - PPS Daily Log File Account Data Import > PPS Daily Log File > PPS File Import Log
Add value - Cash Deposit Account Data Import >Cash Deposit > CSV Import
Add value - Cash Deposit Account Data Import> Cash Deposit > Manual Input
Mandatory Field
Choose student
Input Login ID
Input
Class/Class No.
Add value - Cash Deposit
You can check the cash deposit input in
Data Log Browsing > Credit Transaction
Set Up Payment Item
KIS ePayment
Set Up Payment Item
1. Payment Item Settings
a) Add payment item
b) Manage payment records
c) View/export payment
records
2. Pay
a) Process payment in system
b) Wave Card to pay
Payment Item Settings Payment Item Settings > Payment Item Settings > New
Payment Item Settings Payment Item Settings > Payment Item Settings > New
Payment Item Settings Payment Item Settings > Payment Item Settings > New
Payment Item Settings Payment Item Settings
Click in Payment Item
Payment Item Settings Payment Item Settings
Click in Payment
Item
Payment Item Settings Payment Item Settings
Payment Item Settings Payment Item Settings
Process payment in system Process to pay the item
Payment Item Settings
Process payment in system
Process payment in system
Student Payment Item Payment Item Settings > Student Payment Item
B) Select payment item to pay
A) Add Student Value
Payment Item Settings - edit payment item
Payment Item Settings - Wave Card to pay
(1) Wave card
(2) Confirm Transaction
Payment Item Settings -
View/export payment records
Special Operation
KIS ePayment
Special Operation
1. Undo paid item
2. Refund to school leavers
3. Unknown PPS Credit Transaction
Records
4. Delete payment item
5. Archive payment item
6. Source of subsidy settings
7. Cancel deposit Record
Special Operation - Undo paid item Payment Item Settings
Special Operation –
Refund to school leavers
(1) Refund to specific school leaver
Student should settle all payment items
Refund to user after confirmation
Data Log Browsing > View Users' Balance and Transaction Record
Special Operation –
Refund to school leavers
(2) Donation to school
Student should settle all payment items
Refund to user after confirmation
Data Log Browsing > View Users' Balance and Transaction Record
Special Operation - Unknown PPS Credit
Transaction Records
Data Log Browsing > Unknown PPS Credit Transaction Records
Special Operation - Unknown PPS Credit
Transaction Records
Data Log Browsing > Unknown PPS Credit Transaction Records
Special Operation - Delete payment item
Would like to delete a
payment item
Able to delete
Paid ? Undo paid item
Yes
No
Special Operation - Delete payment item
Only allow to delete payment item which has no student paid.
Payment Item Settings
Special Operation - Archive payment item
Archive the payment item which settle all the student paid
Payment Item Settings
Special Operation –
Source of subsidy setting
School provide subsidy for students
Edit specific students
Set up Source of subsidy
Update the subsidy
Source of Subsidy Settings
Special Operation –
Source of subsidy setting
Payment Item Settings
Special Operation –
Source of subsidy setting
Payment Item Settings
Special Operation –
Source of subsidy setting
Source of Subsidy Settings
Subsidy amount consumed
Special Operation –
Source of subsidy setting
Account Data Import > Cash Deposit > Cancel Cash Deposit
Special Operation –
Cancel deposit Record
Data Log Browsing
KIS ePayment
Data Log Browsing
1. Terminal Log
2. Credit Transaction
3. View Users' Balance and
Transaction Record
4. Single Purchasing
Records
5. Unknown PPS Credit
Transaction Records
(Special Operation )
Data Log Browsing
Item Content Target to be
shown
Terminal Log Show terminal log Whole school
Credit Transaction Show credit transaction numbers and total
amount by choosing time Whole school
View Users‘
Balance and
Transaction Record
View total users and individuals’ balance
and transaction record Class/ Individual
Single Purchasing
Records
Show payment receive unit, amount
received and numbers of transaction by
choosing time and user type
Whole school
Unknown PPS
Credit Transaction
Records
View PPS’s unknown credit transaction
records Whole school
Data Log Browsing > Terminal Log
Data Log Browsing - Terminal Log
Data Log Browsing > Credit Transaction
Data Log Browsing - Credit Transaction
Data Log Browsing > View Users' Balance and Transaction Record
Data Log Browsing –
View Users' Balance and Transaction Record
Data Log Browsing > Single Purchasing Records
Data Log Browsing –
Single Purchasing Records
Data Log Browsing –
Unknown PPS Credit Transaction Records
Data Log Browsing >Unknown PPS Credit Transaction Records
Data Log Browsing –
Unknown PPS Credit Transaction Records
Data Log Browsing >Unknown PPS Credit Transaction Records
Print Page
KIS ePayment
Print Page
1. Receipt
2. Outstanding Payment List
3. Detail Transaction Log
Print Page
Item Content Target to be
shown
Receipt Print students’ payment receipts by specific
dates
Individual
student
Outstanding
Payment List
Print payment notification for the accounts
that have not enough balance Class
Detail Transaction
Log
Print Detail Transaction Log, including add-
value record, transaction details, credit, debit
and balance after etc by different classes
Class
Print Page > Receipt
Print Page – Receipt
Print Page > Outstanding Payment List
Print Page – Outstanding Payment List
Payment Letter (Web / .CSV) Format
Print Page > Detail Transaction Log
Print Page – Detail Transaction Log
Statistics and Report
KIS ePayment
Statistics and Report
1. Daily Payment Report
2. Credit Transaction Report
3. School Account Report
4. Payment Item Report
5. Today’s Transaction Report
6. Class Payment Report
7. Export Users' Balance and
Transaction Record
8. Cancel Deposit Report
9. Donation Report
10. Refund Report
11. Balance Report
Statistics and Report
Item Content Target to be
shown
Daily Payment
Report Check payment content on specific date Date
Credit Transaction
Report
Choose the date type by post time or transaction
time to export the total amount of credit transaction Whole school
School Account
Report
Show income/expenses details, total income and
expense, net income (expenses) by choosing date Whole school
Payment Item
Report
Show preset payment items’ status, class statistic
and student records by choosing payment
category, item and the date
Class/ Individual
Today’s Transaction
Report
Export and print add-value records, payment items,
single purchase, cancel payment and others by
specific date
Individual
Class Payment
Report
Export whole class’ account balance and payment
items Class
Statistics and Report
Item Content Target to be
shown
Export Users'
Balance and
Transaction Record
Export users’ balance and transaction records in
detail by choosing date
Form/Class/Individ
ual
Cancel Deposit
Report Export Cancel Deposit Report by choosing date Whole school
Donation Report Export Donation Report by choosing date Whole school
Refund Report Export Refund Report by choosing date Whole school
Balance Report Export Balance Report by choosing date
Whole school /
Form/Class/Individ
ual
Statistics and Report - Daily Payment Report
Statistics and Report - Credit Transaction Report
Statistics and Report - School Account Report
Statistics and Report - Payment Item Report
Student Records Class Statistics
Statistics and Report - Today's Transaction Report
Statistics and Report - Class Payment Report
Statistics and Report –
Export Users' Balance and Transaction Record
Statistics and Report - Cancel Deposit Report
Statistics and Report - Donation Report
Statistics and Report - Refund Report
Statistics and Report - Balance Report
Q & A
We have discuss…
1. Basic Settings
2. Add value
3. Payment management
4. Special Operation
5. Data Log Browsing
6. Print Page
7. Statistics and Report
8. Q & A
eClass Support
Should you have any problems, please call eClass Customer services Department at 3913 3122 or mail to [email protected] for enquires.
Thank You !