Difference between revisions of "Fee Payment Loader"

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'''This program lets you enter fee payment(s) for multiple students.'''
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__NOTOC__
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'''This program lets the user enter fee payment(s) for multiple students.'''
  
 
==Menu Location==
 
==Menu Location==
  
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[[File:mb707.png]]
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'''Student > Loaders > Fee Payment Loader'''
  
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'''On the left navigation panel, select Student Master, Loaders, and Fee Payment Loader.'''
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==Setup Options==
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[[File:feespayloadsetup.png]]
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'''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.
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'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
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'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
  
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==Setup Options==
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'''Homeroom''' - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.
  
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[[File:mb708b.png]]
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'''Clubs''' - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
  
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'''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.
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'''Sports''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
  
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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
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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
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'''Fee to Post''' - Select a fee to post to.
  
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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
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'''Fee Comment''' - Select a comment to post.
  
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all schools in your district.
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'''Sped:'''
  
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'''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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'''All''' - Select to view all students.
  
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
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'''Sped Only''' - Select to view only Sped students.
  
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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
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'''Non Sped''' - Select to view only non Sped students.
  
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select the desired club(s) to view.
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'''504:'''
  
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'''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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'''All''' - Select to view all students.
  
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'''Fee to Post''' - Select a fee to post to.
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'''504 Only''' - Select to view only 504 students.
  
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'''Fee Comment''' - Select a comment to post.
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'''Non 504''' - Select to view only non 504 students.
  
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'''Sped'''  
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'''LEP:'''
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*'''All''' - Select to view all student's.
 
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*'''Sped Only''' - Select to view only sped student's.
 
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*'''Non Sped''' - Select to view only non sped student's.
 
  
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'''504'''
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'''All''' - Select to view all students.
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*'''All''' - Select to view all student's.
 
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*'''504 Only''' - Select to view only 504 student's.
 
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*'''Non 504''' - Select to view only non 504 student's.
 
  
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'''LEP'''
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'''LEP Only''' - Select to view only LEP students.
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*'''All''' - Select to view all student's.
 
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*'''LEP Only''' - Select to view only LEP student's.
 
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*'''Non LEP''' - Select to view only non LEP student's.
 
  
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'''Non LEP''' - Select to view only non LEP students.
  
 
'''Posting Options'''
 
'''Posting Options'''
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'''Payment Comment''' - Type in a comment about the payment.
 
'''Payment Comment''' - Type in a comment about the payment.
  
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To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''OK''' - Click to continue.
  
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'''OK''' - Click to continue.
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 
==Main==
 
==Main==
  
 
[[File:mb709.png]]
 
[[File:mb709.png]]
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'''Column Headers'''
 
'''Column Headers'''
  
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'''Sch''' -  
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'''Sch''' - Student's school of enrollment.
  
 
'''Last Name''' - Student's last name.
 
'''Last Name''' - Student's last name.
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'''Grade''' - Student's grade of enrollment.
 
'''Grade''' - Student's grade of enrollment.
  
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'''Fee Name'' - The name of the fee.
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'''Fee Name''' - The name of the fee.
  
 
'''Comments''' - Comment about the fee.
 
'''Comments''' - Comment about the fee.
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'''Due''' - The date the fee is due.
 
'''Due''' - The date the fee is due.
  
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To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
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==Bottom==
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[[File:mb710.png]]
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'''Setup''' - Click to go back to the Setup box.
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'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
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'''Post''' - After the list displays with the student, select '''POST'''. This will allow the user to see how many student they have selected to received the credit.
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[[File:mb711.png]]
  
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'''Yes''' - Click to continue.
  
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'''No''' - Click to cancel.
  
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'''To Print this Report'''
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'''Help''' - Click to view written instructions and/or videos.
  
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Click the '''Print''' button at the bottom of  the report.
 
  
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A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
  
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The default print option will be '''PDF'''.
 
  
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Click the print icon at the right end of this rectangle. Another print preview will appear.
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----
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[[Student Master|'''Student Master''' Main Page]]
  
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Click the print button at the top left to print the report. Close the print preview.
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 16:01, 18 July 2023

This program lets the user enter fee payment(s) for multiple students.

Menu Location

Student > Loaders > Fee Payment Loader

Setup Options

Feespayloadsetup.png

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 the user’s security settings. The user will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Homeroom - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.

Clubs - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.

Sports - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.

Custom Codes - Select the Custom Codes created in the Custom Code Management to filter the student list.

Fee to Post - Select a fee to post to.

Fee Comment - Select a comment to post.

Sped:

All - Select to view all students.

Sped Only - Select to view only Sped students.

Non Sped - Select to view only non Sped students.

504:

All - Select to view all students.

504 Only - Select to view only 504 students.

Non 504 - Select to view only non 504 students.

LEP:

All - Select to view all students.

LEP Only - Select to view only LEP students.

Non LEP - Select to view only non LEP students.

Posting Options

Date to Post - Select the date to post to the student's account to pay for a fee.

Amount to Post - Input the amount to post to the student's account.

Payment Type - Select the type of payment the student needs to make.

Payment Comment - Type in a comment about the payment.

OK - Click to continue.

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

Main

Mb709.png

Column Headers

Sch - Student's school of enrollment.

Last Name - Student's last name.

First Name - Student's first name.

SIDNO - Student's local identification.

Grade - Student's grade of enrollment.

Fee Name - The name of the fee.

Comments - Comment about the fee.

Fee Amount - The amount of the fee being applied.

Due - The date the fee is due.

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

Bottom

Mb710.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

Post - After the list displays with the student, select POST. This will allow the user to see how many student they have selected to received the credit.

Mb711.png

Yes - Click to continue.

No - Click to cancel.

Help - Click to view written instructions and/or videos.



Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki