KBS SMS

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129 views 18 Feb 2026 3:22

Description

The Chart of Accounts feature in the KBS SMS system is designed to assist School Treasurers in managing and structuring financial account coding in a centralized and standardized manner. Through this feature, categorizing expenses, costs, and revenue accounts can be executed accurately.

This tutorial video provides a practical guide for Treasurers to manage the Chart of Accounts menu, starting from adding new account sub-classifications with automatic coding, creating specific financial accounts, to verifying entries in the master table.

Timestamps / Video Sections:
- Introduction to Feature [00:00]: Explaining the function of the Chart of Accounts for account classification by the school treasurer.
- Step 1: Menu Navigation [00:09]: From the left sidebar, select School Finance > Master Data > Chart of Accounts.
- Step 2: Adding Account Sub-classification [00:33]: Click the 'Add Sub-classification' button on the respective tab.
- Step 3: Filling Sub-classification Form [00:41]: Select Account Classification, enter Sub-classification Name (code fills automatically), then click 'Save'.
- Step 4: Adding New Account [01:51]: Switch to the Chart of Accounts tab, click 'Add Account', define sub-classification & administration type, enter account name, then click 'Save'.
- Step 5: Verifying Data [02:57]: Review the newly saved account details and codes in the master table.

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