Difference between revisions of "Fee List"
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==Setup Options== | ==Setup Options== | ||
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'''Year''' - The Year defaults to the ''current'' school year but can be changed by selecting a different year from the drop-down list. | '''Year''' - The Year defaults to the ''current'' school year but can be changed by selecting a different year from the drop-down list. | ||
Revision as of 09:07, 20 August 2019
The Fee List program will provide the user with a way 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.
From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range. In this case, it is looking at the "Close" dates of the "Add Fee" in Fees Management.
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 - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade
Gender - Leave the field blank if both males and females are to be included. Otherwise, choose the desired gender.
Ethnic - Leave the field blank if all ethnicities are to be included. Otherwise, choose the desired ethnicity.
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.
OK - Click to continue.
To find definitions for standard setup values, follow this link: Standard Setup Options.
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 - Click to go back to the Setup box.
Print - This will allow the user to print the report.
Help - Click to view written instructions and/or videos.
