Difference between revisions of "Fees Auto Loader"
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'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this | '''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this | ||
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value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or | value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or | ||
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all schools in your district. | all schools in your district. | ||
'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise, | '''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise, | ||
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included. | click in the field to the right of Grade(s) to select the desired grade level(s) to be included. | ||
'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in | '''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in | ||
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the field to the right of Gender to select the desired gender to be included. | the field to the right of Gender to select the desired gender to be included. | ||
'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click | '''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click | ||
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in the field to the right of Ethnic to select the desired ethnic(s) to be included. | in the field to the right of Ethnic to select the desired ethnic(s) to be included. | ||
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'''Team''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the | '''Team''' - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the | ||
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right of Teams to select the desired Teams(s) to view. | right of Teams to select the desired Teams(s) to view. | ||
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'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in | '''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in | ||
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the field to the right of Special Codes to select the desired special code(s) to view. | the field to the right of Special Codes to select the desired special code(s) to view. | ||
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'''Club''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to | '''Club''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to | ||
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select the desired club(s) to view. | select the desired club(s) to view. | ||
'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view. | '''Sport''' - Leave blank if all sports are to be included into the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view. | ||
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'''Next''' | '''Next''' | ||
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'''Creating a Fee''' | '''Creating a Fee''' | ||
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'''Add''' - Click on the radial button. | '''Add''' - Click on the radial button. | ||
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'''Back''' - Select to go back to the previous screen. | '''Back''' - Select to go back to the previous screen. | ||
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'''NOTE''' - If a student(s) is not selected in the setup box, then the fee will post to '''ALL''' students. | '''NOTE''' - If a student(s) is not selected in the setup box, then the fee will post to '''ALL''' students. | ||
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'''Yes''' - Click to continue. | '''Yes''' - Click to continue. | ||
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'''NOTE''' - If specific student's are selected, the above popup message will appear. | '''NOTE''' - If specific student's are selected, the above popup message will appear. | ||
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'''Yes''' - Click to continue. | '''Yes''' - Click to continue. | ||
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'''Delete''' - Click on the radial button. | '''Delete''' - Click on the radial button. | ||
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'''Back''' - Select to go back to the previous screen. | '''Back''' - Select to go back to the previous screen. | ||
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'''Received Date''' - Select the date from when the fee was entered. | '''Received Date''' - Select the date from when the fee was entered. | ||
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'''Back''' - Select to go back to the previous screen. | '''Back''' - Select to go back to the previous screen. | ||
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'''OK''' - Click to continue. | '''OK''' - Click to continue. | ||
| + | '''Create Fee(s) From Master Schedule''' | ||
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[[File:mb692.png]] | [[File:mb692.png]] | ||
'''Create Fee(s) From Master Schedule''' - Click on the radial button. | '''Create Fee(s) From Master Schedule''' - Click on the radial button. | ||
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'''Back''' - Select to go back to the previous screen. | '''Back''' - Select to go back to the previous screen. | ||
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'''Due Date''' - Select the date the fee is due. | '''Due Date''' - Select the date the fee is due. | ||
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'''Back''' - Select to go back to the previous screen. | '''Back''' - Select to go back to the previous screen. | ||
Revision as of 04:52, 5 July 2018
This program allows you to add, delete or create a fee to a group of students at a time.
Menu Location
On the left navigation panel, select Student Master > Loaders > Fees Auto Loader.
Setup Options
Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
District - Default value is based on your security settings. You will be limited to your district only.
School - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
Grade - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise, click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
Gender - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in the field to the right of Gender to select the desired gender to be included.
Ethnic - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click in the field to the right of Ethnic to select the desired ethnic(s) to be included.
Students - This will generate a list of students to select from.
Homeroom - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
Team - This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the right of Teams to select the desired Teams(s) to view.
As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.
Special Ed
- All - Select to view all student's.
- Sped Only - Select to view only Sped student's.
- Non Sped - Select to view only non Sped student's.
504
- All - Select to view all student's.
- 504 Only - Select to view only 504 student's.
- Non 504 - Select to view only non 504 student's.
Special Codes - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in the field to the right of Special Codes to select the desired special code(s) to view.
Program- Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.
Club - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to select the desired club(s) to view.
Sport - Leave blank if all sports are to be included into the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view.
Next
Creating a Fee
Add - Click on the radial button.
Back - Select to go back to the previous screen.
Next - Click to continue.
Fee Name - Input the name of the fee.
Fee Amount - Input the fee amount.
Received Date - This is the date the fee was set up.
Pay Plan - Select an option from the drop down to indicate what the terms are for the fee.
Due Date - Select the date the fee is due.
Comment - Type in a comment about the fee.
Back - Select to go back to the previous screen.
Next - Click to continue.
NOTE - If a student(s) is not selected in the setup box, then the fee will post to ALL students.
Yes - Click to continue.
No - Click to cancel.
NOTE - If specific student's are selected, the above popup message will appear.
Yes - Click to continue.
No - Click to cancel.
Delete a Fee
Delete - Click on the radial button.
Back - Select to go back to the previous screen.
Next - Click to continue.
Fee - Click in the field and select the fee to remove.
Received Date - Select the date from when the fee was entered.
Back - Select to go back to the previous screen.
OK - Click to continue.
Create Fee(s) From Master Schedule
Create Fee(s) From Master Schedule - Click on the radial button.
Back - Select to go back to the previous screen.
Next - Click to continue.
Received Date - Select the date from when the fee was entered.
Due Date - Select the date the fee is due.
Back - Select to go back to the previous screen.
OK - Click to view the report.
Main
Sch - Student's school site number of enrollment.
Student Name - Student's full name.
SIDNO - Student's identification number.
Fee Name - Name of fee.
Fee Amount - Amount of the fee.
Received Date - Accounts receivable date .
Pay Plan - Fee payment plan.
Due Date - Fee due date.
Comments - Fee comments.
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.
Delete - Delete selected records when 'Delete' is chosen from the second setupbox window. This list displays only records with NO payment history.
