Difference between revisions of "Fee Transaction Report"

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'''The Fee Transaction Report is a journal of fees student(s) paid during a selected date range'''.
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__NOTOC__
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'''This report will provide the user with a journal of fees that student(s) paid during a selected date range. This will provide a way for a user to see all paid/created fees within a date range.'''
  
 
==Menu Location==
 
==Menu Location==
  
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'''Student > Reports > Fee Transaction Report'''
  
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[[File:transaction menu.png]]
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==Setup Options==
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[[File:feetransrepsetup2.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. It will be limited to their district only.
  
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On the left navigation panel, select '''Student Master''' > '''Lists''' > '''Fee Transaction Report'''.
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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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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
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'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
  
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[[File:transaction setup.png]]
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
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'''Fee''' - Name of fee.
  
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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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'''From Date''' - Beginning date of school.
  
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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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'''To Date''' - End date of school.
  
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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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'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
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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 all
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'''Sped:'''
  
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schools in your district.
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'''All''' - Select this to show all students.
  
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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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'''Sped Only''' - Select this to show Sped only 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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'''Non Sped''' - Select this to show Non Sped students
  
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'''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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'''504:'''  
  
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the field to the right of Gender to select the desired gender to be included.
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'''All''' - Select this to show all students.
  
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'''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
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'''504 Only''' - Select this to show 504 only students.
  
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the field to the right of Ethnic to select the desired ethnic(s) to be included.
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'''Non 504''' - Select this to show Non 504 students.
  
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'''Fee''' - Name of fee
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'''LEP:'''  
  
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'''From Date''' - Beginning date of school
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'''All''' - Select this to show all students.
  
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'''To Date''' - End date of school
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'''LEP Only''' - Select this to show LEP only students.
  
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'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''Non LEP''' - Select this to show Non LEP students.
  
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
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'''OK''' - Click here to save your selections
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'''OK''' - Click to continue.
  
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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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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 
==Main==
 
==Main==
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[[File:feesmainlist.png]]
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[[File:transactions main.png]]
 
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===Column Headers===
 
===Column Headers===
  
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'''School''' - Site code of the school in which the student is enrolled
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'''School''' - Site code of the school in which the student is enrolled.
  
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'''Last Name''' - Student's last name
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'''Last Name''' - Student's last name.
  
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'''First Name''' - Student's first name
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'''First Name''' - Student's first name.
  
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'''Middle Name''' - Student's middle name
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'''Middle Name''' - Student's middle name.
  
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'''Sidno''' - Local ID of the student
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'''Sidno''' - Local ID of the student.
  
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'''Grade''' - Student's grade of enrollment
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'''Grade''' - Student's grade of enrollment.
  
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'''Fee Name''' - Name of the fee
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'''Fee Name''' - Name of the fee.
  
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'''Comments''' - Fee comment
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'''Comments''' - Fee comment.
  
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'''Date''' - Date of the transaction
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'''Date''' - Date of the transaction.
  
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'''Debit''' - Debit value of the fee
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'''Payment Type''' - Type of payment made.
  
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'''Credit''' - Credit value of the fee
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'''Debit''' - Debit value of the fee.
  
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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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'''Credit''' - Credit value of the fee.
  
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
 
==Setup Options==
 
==Setup Options==
  
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[[File:sch9.png]]
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'''Setup''' - Click to go back to the Setup box.
  
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[[File:transaction bottom.png]]
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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'''Help''' - Click to view written instructions and/or videos.
  
  
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'''Setup''' - The user may change the settings previously selected for running the program.
 
  
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'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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----
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[[Student Master|'''Student Master''' Main Page]]
  
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'''Help''' - Takes you to the Help website for written instructions and instructional videos.
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:01, 5 June 2024

This report will provide the user with a journal of fees that student(s) paid during a selected date range. This will provide a way for a user to see all paid/created fees within a date range.

Menu Location

Student > Reports > Fee Transaction Report

Setup Options

Feetransrepsetup2.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. It 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.

Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

Gender - Leave blank or select all to include all genders. Otherwise, choose the desired gender.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.

Fee - Name of fee.

From Date - Beginning date of school.

To Date - End date of school.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Sped:

All - Select this to show all students.

Sped Only - Select this to show Sped only students.

Non Sped - Select this to show Non Sped students

504:

All - Select this to show all students.

504 Only - Select this to show 504 only students.

Non 504 - Select this to show Non 504 students.

LEP:

All - Select this to show all students.

LEP Only - Select this to show LEP only students.

Non LEP - Select this to show Non LEP students.

Active Only - This choice will list only those students who are actively enrolled as of the date selected in the date field.

OK - Click to continue.

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

Main

Feesmainlist.png

Column Headers

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

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.

Fee Name - Name of the fee.

Comments - Fee comment.

Date - Date of the transaction.

Payment Type - Type of payment made.

Debit - Debit value of the fee.

Credit - Credit value of the fee.

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

Setup Options

Sch9.png

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.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki