Fee List

The Fee List program will allow the user to create a list of students who owe fees. The user can customize the list by using the options in the setup box and the display options found in the drop-down list from the headers in the displayed report.

Menu Location

On the left navigation panel, select > Student Master > Lists > Fee Lists.

Setup Options

Year - The Year defaults to the current school year but can be changed by selecting a different year from the drop-down list.

District - The District defaults to the user’s district and cannot be changed.

School - The user can select one or more schools from the drop-down list.

As of Date - The As of Date defaults to the current date but may be changed to meet the needs of the user.

Active Only - Selecting this option will choose only students active on the the As of Date. If unselected, all students will be included.

Grades - Grade level of students whose records are to be included on a report. Leave the field blank if all grade levels are to be included.

Gender - Gender of the student whose records are to be included on a report. Leave the field blank if both males and females are to be included.

Ethnic - Ethnicity of students whose records are to be included on a report. Leave the field blank if all ethnicities are to be included.

Fee - Fee types to be included on the report. Leave the field blank if all fee types are to be included.

Order To List - Determines how the resulting report will be sorted.

• Alpha Order - Lists the students in alpha order by name.

• Grade Order - Lists the students by grade level and then by alpha order within each grade level.

• Homeroom Order - Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group.

Show Address - Selecting this option will show the address on the report:

Show Comments - Selecting this option will include the Comments field in the report. The actual comments are added in the Student Master from the Sports & Fees tab.

Show Fees Due Only - Shows only the Fees Due Column and not individual fees.

Show Fees Paid - Shows payments on fees.

To find definitions for standard setup values, follow this link: Standard Setup Options.

OK - Click to continue.

Main

Column Headers

School - Site code of the school in which the student.

Last Name - Student's last name.

First Name - Student's first name.

Middle Name - Student's middle name.

SIDNO - Local ID of the student.

Grade - Student's grade of enrollment.

Homeroom - Student's homeroom teacher's name.

Fee Name - Name of fee.

Due Date - Fee due date.

Fee Amount - Amount of the fee.

Last Pay Date - Date of last payment.

Amount Paid - Amount of last payment.

Due - Total amount due for fee.

Comments - Comments about the fee.

To find definitions of commonly used column headers, follow this link: Common Column Headers.

Bottom

Setup - The user may change the settings previously selected for running the program.

Print - To find the print instructions, follow this link: Standard Print Options.

Help - Takes you to the Help website for written instructions and instructional videos.

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