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CodePex School ERP

SCHOOL FEE RECONCILIATION SOFTWARE

Bring fee records and payment references into a clearer review workflow.

Fee reconciliation gives staff a structured way to review recorded collections alongside the references and exceptions they need to understand. It supports an operational review conversation without implying automatic bank matching.

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CPXOverviewStudentsFeesAttendanceReports
CodePex School ERPCollection reviewFee reconciliation
Recorded collectionsCompare
Receipts and paymentsRecords
Items for follow-upReview
Collection review
Recorded collectionsPeriod and fee contextCompare
Receipts and paymentsReview associated recordsRecords
Items for follow-upInstitution-owned reviewReview

Conceptual product view · no customer records or performance figures

Reconciliation workflow

Review what matches, what needs attention and what remains open.

Collection context

Keep recorded collections and related payment references together for operational review.

Match and review

Support approved matching and status-review workflows without claiming automatic bank reconciliation.

Exception visibility

Give teams a clearer place to review discrepancies and follow the separate application’s resolution process.

A practical review sequence

Start with the recorded fee activity, then follow the exceptions.

When a school reviews fee records, the useful question is not only what was collected. Staff may also need to compare the reference they have with the collection entry, identify an item that needs attention, and follow the institution’s own resolution process.

This is an operational review context—not a claim of automatic bank matching, payment-gateway settlement, or a replacement for finance controls.

Continue with School ERP

Evaluate reconciliation alongside fee collection and online payment workflows.

Online fee payment View pricing

PRIVACY AND DATA

Compliant with the Digital Personal Data Protection Act, 2023

1. Purpose of Data Collection

Your personal data is collected for specific, lawful, and limited purposes, including:

  • Scheduling product demos and responding to your queries.
  • Sending updates, newsletters, and promotional communications about our products and services.
  • Improving website functionality, content performance, and user experience through analytics.
  • Understanding usage trends and optimizing our offerings for educational institutions.

By providing your information or continuing to use our website, you consent to the above uses.

2. Types of Data Collected

When you use our website (e.g., scheduling a demo, subscribing to a newsletter, or filling out a contact form), we may collect the following types of data:

  • Name, email address, phone number, and institutional information (school/college name).
  • Browser information, device details, and website usage data collected through cookies and analytics tools.
  • Communication preferences and consent records.

This information helps us respond to your inquiries, personalize your experience, and improve our services.

3. Use of Cookies

Our website uses cookies and similar tracking technologies to operate efficiently and to provide you with a tailored browsing experience. The cookies we use include:

  • Essential Cookies – Required for website functionality, such as form submissions and session management.
  • Analytics Cookies (Google Analytics) – Help us understand how visitors use our site and measure traffic statistics.
  • Marketing Cookies – Used to deliver relevant promotional and advertising content about CodePex ERP and our services.
  • Preference Cookies – Store user preferences such as language, layout, or prior choices for convenience.

You can choose to "Accept All", or "Reject Non-Essential Cookies" using the options given.

4. Commercial and Promotional Use of Information

By submitting your information (e.g., through demo or contact forms or in any other way or by means), you expressly consent to CodePex Technologies using your provided data for commercial and promotional communications, including but not limited to updates, newsletters, product announcements, and special offers related to CodePex ERP and our other services.

5. Data Retention Policy

We retain demo and contact form data for a maximum period of 12 months from the date of submission, unless:

  • The user becomes a client, in which case data is retained as part of the client record; or
  • The user requests deletion earlier, in accordance with their rights under the DPDP Act.

All data is securely stored and protected against unauthorized access, alteration, or disclosure.

6. User Rights

As a user (Data Principal), you have the following rights under the Digital Personal Data Protection Act, 2023:

  • Right to Access – To request details of personal data we hold about you.
  • Right to Correction – To request correction of inaccurate or outdated data.
  • Right to Erasure – To request deletion of your data when it is no longer required or upon withdrawal of consent.
  • Right to Withdraw Consent – You may withdraw consent to data processing at any time by contacting us.

Requests may be made through the grievance contact provided below.

7. Contact and Grievance Redressal

For any concerns, complaints, or data-related requests, please contact our designated Grievance Officer:

Grievance Officer

CodePex Technologies Private Limited

Email: grievance@codepex.com

Address: Rajajipuram, Lucknow, Uttar Pradesh, India

8. Consent Acknowledgment

By clicking "Accept All" or continuing to use our website, you acknowledge that:

  • You have read and understood this Cookie & Data Collection Notice;
  • You consent to the collection and processing of your data; and
  • You agree to the terms outlined in our Privacy Policy, Terms and Conditions, Trial Policy, and Disclaimer Policy.