Difference between revisions of "Fee List"
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| − | On the left navigation panel, select '''Student Master > Lists > Fee | + | On the left navigation panel, select '''Student Master > Lists > Fee List.''' |
==Setup Options== | ==Setup Options== | ||
Revision as of 13:52, 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 List.
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.
Fee From Date - All fees closed from this date forward or is still open. It will default to July 1 of the year. But if changed by the user, it will remember the user preference. In other words, it is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area 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 student's 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.
Due - Total amount due for fee.
Closed - The date the fee was closed. It is looking at the "Close" dates as entered in the "Add Fee" or the "Edit" area in Fees Management.
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.
