kis kindergarten integrated platform...

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


***Settings will be effective after login again***

The related colleagues will become ePayment Administrator to

manage ePayment.


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

Click in Payment Item


Click in Payment

Item

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


Refund to school leavers

(2) Donation to school

Student should settle all payment items

Refund to user after confirmation


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.


Special Operation - Archive payment item

Archive the payment item which settle all the student paid



Source of subsidy setting

School provide subsidy for students

Edit specific students

Set up Source of subsidy

Update the subsidy

Source of Subsidy Settings



Source of Subsidy Settings

Subsidy amount consumed



Account Data Import > Cash Deposit > Cancel Cash Deposit


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 > Single Purchasing Records


Single Purchasing Records


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


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


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



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



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 !

mailto:[email protected]

kis kindergarten integrated platform...

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