Do this once a year, before you promote students. Only an institution admin can add a year. A principal can look.
Steps
- Open Institute > Academic years.
- Press New year. Type the name (for example 2027-28), the start date and the end date.
- Leave Make current unticked for now if the old year is still running. Press Create.
- Open the new year. Under Terms press Add term for each term. Terms of one year cannot overlap, and a term must lie inside the year.
- Open the Calendar tab. Add the holidays under Holiday list. You can also apply the state holiday list. See Choose the state and board, and switch on features.
- Make the fee structures for the new year. See Fee structures and invoices.
- Promote the students. See Promote students to the next class.
- When you are ready, press Set as current on the new year. This switches the whole institution, so do it last.
The old year after the change
A past year is read only. The page shows a banner "Viewing 2025-26, a past year". Exams and marks, divisions, subjects offered, timetable, fee structures, concessions, invoices and terms cannot be changed in it. Collecting a payment on an old invoice is still allowed.
A super admin can press Unlock for corrections on the old year, and Lock again when done. A principal cannot.
Common questions
I cannot press New year.
Only an institution admin or the owner can add a year. Ask them.
Can I delete a year?
Only a year that is not current and has nothing in it. Press Delete year.
Does the financial year change here too?
No. The books have their own financial year. See Add a financial year.