EDUWALLET
Help Center

Step-by-step guides

Follow these detailed walkthroughs to complete key EduWallet tasks.

admins
30 min
School onboarding
  1. 1
    Register your school
  2. 2
    Upload logo and brand colors
  3. 3
    Add academic year and term
  4. 4
    Create classes and streams
  5. 5
    Assign teachers
  6. 6
    Import students
  7. 7
    Invite parents
  8. 8
    Enable payments
  9. 9
    Do a live payment test
Estimated 30 minutes
admins
15 min
Adding students
  1. 1
    Open Data Management > Students
  2. 2
    Click Add student or Import Excel
  3. 3
    Fill required fields
  4. 4
    Assign to class and stream
  5. 5
    Save and confirm parent link code
Estimated 15 minutes
admins
10 min
Importing an Excel file
  1. 1
    Download the template
  2. 2
    Fill columns exactly as labeled
  3. 3
    Upload the file
  4. 4
    Review the validation report
  5. 5
    Confirm import
Estimated 10 minutes
admins
12 min
Managing parents
  1. 1
    Open the Parents grid
  2. 2
    Add or import parents
  3. 3
    Link parents to students
  4. 4
    Send invite SMS
  5. 5
    Track invite status
Estimated 12 minutes
bursars
20 min
Fee collection setup
  1. 1
    Create a fee structure
  2. 2
    Assign it to classes
  3. 3
    Generate invoices per term
  4. 4
    Enable reminders
  5. 5
    Track arrears aging
Estimated 20 minutes
bursars
5 min
Generating receipts
  1. 1
    Open a payment
  2. 2
    Click Issue receipt
  3. 3
    Print or email
  4. 4
    Attach to the ledger
Estimated 5 minutes
admins
25 min
Creating report cards
  1. 1
    Enter grades and CA marks
  2. 2
    Class teachers add remarks
  3. 3
    Head teacher reviews
  4. 4
    Approve and publish
  5. 5
    Notify parents
Estimated 25 minutes
teachers
5 min
Daily attendance
  1. 1
    Open the class roster
  2. 2
    Mark each student
  3. 3
    Submit for the day
  4. 4
    Handle change requests
Estimated 5 minutes
admins
10 min
Academic verification
  1. 1
    Enable public verification
  2. 2
    Set field visibility
  3. 3
    Configure code expiry
  4. 4
    Test a lookup
  5. 5
    Rotate signature keys yearly
Estimated 10 minutes
admins
15 min
Managing users and roles
  1. 1
    Open Users
  2. 2
    Invite users
  3. 3
    Assign a role
  4. 4
    Set 2FA requirement
  5. 5
    Audit access quarterly
Estimated 15 minutes
admins
12 min
Security settings
  1. 1
    Enforce 2FA for admins
  2. 2
    Configure idle timeout
  3. 3
    Enable audit alerts
  4. 4
    Review sessions weekly
Estimated 12 minutes