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Documentation Index

Fetch the complete documentation index at: https://help.elimuboraerp.com/llms.txt

Use this file to discover all available pages before exploring further.

Elimu Bora provides a robust financial management system designed specifically for the needs of Kenyan schools. From automated termly invoicing to real-time M-Pesa integration, every transaction is tracked, reconciled, and reported.

Fee Billables

Define tuition, transport, and other recurring fees.

Invoicing

Generate and deliver termly invoices to guardians.

M-Pesa Integration

Collect fees via STK Push and automated Paybill reconciliation.

Student Wallets

Manage pocket money and canteen spending for students.

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Fee Billables

Billables are the individual items that make up an invoice (e.g., Tuition, Lunch, Computer Lab Fees).
1

Create a Billable

Go to Finance → Billables and click New Billable.
2

Set Amount and Category

Enter the cost and categorize the fee. Categories help group similar items on report cards and financial statements.
3

Target by Grade & Term

Specify which grade levels and academic terms this fee applies to. This ensures that a “Graduation Fee” only appears for final-year students.
Billables can be marked as Optional. These will only be applied to students who have specifically opted-in (e.g., School Bus or Swimming).
[Insert screenshot: Billables setup screen showing amounts and grade-level toggles]

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Invoicing

The system automates the generation of termly invoices by combining all applicable billables for each student.
1

Run Invoice Generation

At the start of a term, navigate to Invoices and select Generate Invoices.
2

Review and Filter

Select the Term and Grades. The system will calculate the total for each student based on their grade and optional billable selections.
3

Bulk Delivery

Once confirmed, invoices are generated in PDF format and sent directly to each student’s primary guardian via the mobile app and email.
[Insert screenshot: Invoice list view with balance summaries and payment status badges]

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M-Pesa Integration

Elimu Bora is fully integrated with Safaricom M-Pesa for seamless fee collection.
  1. Open a student’s invoice on the school dashboard.
  2. Click Pay with M-Pesa.
  3. Enter the guardian’s phone number and the amount.
  4. The guardian receives a prompt on their phone to enter their PIN. Once successful, the invoice is updated instantly.

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Student Wallets

The Wallet module manages “Pocket Money” or funds for non-fee expenses like the canteen or school trips.
1

Wallet Top-Up

Guardians can top up the student’s wallet via M-Pesa. Staff can also record cash top-ups at the accounts office.
2

Daily Spending Limits

(Optional) Set a daily limit on how much a student can spend at the canteen to encourage better money management.
3

Deducting Funds

When a student makes a purchase, the staff enters their admission number, and the amount is deducted from their wallet balance.
[Insert screenshot: Student wallet transaction history showing top-ups and spending logs]

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FAQs & Troubleshooting

Apply a Credit Note or a Waiver to the student’s invoice. This reduces the balance without affecting the original billable amount, ensuring your records stay clean for auditing.
The excess amount is automatically credited to the student’s Wallet or carried forward as a prepayment for the next academic term.
Use the Balances & Aging Report. This lists all outstanding amounts, categorized by how long they have been overdue, allowing you to send targeted reminders.