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General Configuration

Configure your organization's basic information, contact details, and financial year settings.

General 3 min read

The General Configuration page stores your organization's basic information. These settings are used throughout InstiKit and may also be displayed on reports, receipts, certificates, emails, notifications, and the public website (if enabled).

It is recommended to complete this configuration immediately after installing InstiKit.

InstiKit General Config

Important

Some of the information entered on this page may be displayed publicly, such as on your website, printed documents, emails, or mobile applications. Ensure that all details are accurate before saving.


General Information

These settings define your organization's identity.

App Name

Enter the official name of your organization or institution.

Examples

  • ABC Public School
  • Green Valley College
  • Sunrise International School

This name is displayed throughout the application and on generated reports.


Description

Provide a short description of your organization.

Example

School ERP for managing students, staff, examinations, and fees.

This description may be used in website metadata or other public-facing areas.


Meta Author

Specify the author or organization responsible for the application or website.

This field is primarily used for SEO metadata.


Meta Description

Provide a short summary of your organization.

Search engines may use this description when indexing your website.

Keep it concise and meaningful.


Meta Keywords

Enter keywords related to your organization.

Separate multiple keywords with commas.

Example

school, education, ERP, CBSE, Raipur

These keywords are mainly used for search engine metadata.


Address

Enter your organization's official postal address.

This information may appear on invoices, fee receipts, certificates, report cards, and other printed documents.

Address Line 1

Enter the primary address.

Example

Krishna Kunj, Opposite SP Office

Address Line 2

Enter additional address information if required.

Example

Near Bus Stand

This field is optional.


City

Enter the city where your organization is located.


State

Enter the state or province.


Zipcode

Enter the postal or ZIP code.


Country

Select or enter your country.


Contact Details

Provide your organization's official contact information.

These details may be displayed on reports, emails, receipts, websites, and mobile applications.

Email

Enter the primary email address.

Example

[email protected]

Phone

Enter the primary contact number, including the country code if applicable.

Example

+91 9876543210

Fax

Enter the fax number if your organization uses one.

This field is optional.


Website

Enter your organization's official website URL.

Example

https://www.example.com

This field is optional but recommended.


Financial Year

The financial year is used throughout the application wherever financial records are maintained.

Financial Year Code

Enter a short identifier for the current financial year.

Examples

  • FY2026-27
  • 2026-27
  • FY26

Choose a format that matches your organization's accounting practices.


Saving Changes

After updating the configuration, click Save to apply the changes.

Most changes take effect immediately. However, depending on the feature, some sections of the application may require a page refresh before the updated information is displayed.