Difference between revisions of "Fee List"

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'''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.'''
  
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===<u>Video How-to</u>===
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==Menu Location==
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[[media:ST-FeeList2.mov|Fee List video]]
 
  
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'''Student > Reports > Fee List'''
  
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===<u>'''Overview</u>'''===
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==Setup Options==
  
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The '''Fee List''' program will allow the user 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.
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[[File:feeslistsetup2.png]]
  
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[[#top|Top of Page]]
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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.
  
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'''District''' - The District defaults to the user’s district and cannot be changed.
  
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===<u>'''Accessing the Fee List Program</u>'''===
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'''School''' - The user can select one or more schools from the drop-down list.
  
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The Fee List Program can be found at JCampus -> Student Master -> Lists -> Fee Lists (See Figure 1 below)
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'''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]].
  
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[[File:Fee_List_Access.png|frame|none|''Figure 1: JCampus Menu'']]
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'''As of Date''' - The As of Date defaults to the current date but may be changed to meet the needs of the user.
  
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[[#top|Top of Page]]
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'''Active Only''' - Selecting this option will choose only students active on the the As of Date.  If unselected, all students will be included.
  
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'''Grades''' - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.
  
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===<u>'''Completing the Fee List Setup Box</u>'''===
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'''Gender''' - Leave the field blank if both males and females are to be included. Otherwise, choose the desired gender.
  
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Clicking on the ''Fee List'' will bring up the setup box as shown in Figure 2 below:
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'''Ethnic''' - Leave the field blank if all ethnicities are to be included. Otherwise, choose the desired ethnicity.
  
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[[File:Setup_box2.png|frame|none|''Figure 2: Fee List Setup Box'']]
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'''Fee''' - Fee types to be included on the report.  Leave the field blank if all fee types are to be included.
  
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=====The Setup Box options are defined below:=====
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'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
  
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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.
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'''Club''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included in the report. Otherwise click in the field to the right of '''Clubs''' to select the desired club(s) to view.
  
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:'''District''':  The District defaults to the user’s district and cannot be changed.
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'''Sport''' - Leave blank if all sports are to be included in the report. Otherwise click in the field to the right of '''Sports''' to select the desired sport(s) to view.
  
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:'''School''':  The user can select one or more schools from the drop-down list.
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'''Program''' - Leave blank if all program codes are to be included in the report. Otherwise click in the field to the right of '''Program Codes''' to select the desired program code(s) to view.
  
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:'''As of Date''':  The As of Date defaults to the current date but may be changed to meet the needs of the user.
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'''Custom Code''' - Select Custom Code created in the [[Custom Code Management]] to filter the student list.
  
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:'''Active Only''':  Selecting this option will choose only students active on the the As of Date.  If unselected, all students will be included.
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'''Order To List''' - Determines how the resulting report will be sorted.
  
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:'''Grades''':  Grade level of students whose records 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.
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*'''Alpha Order''' - Lists the students in alpha order by name.
  
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:'''Gender''':  Gender of the student whose records are to be included on a report.  Leave the field blank if both males and females are to be included.  Otherwise, click in the field to the right of '''Gender''' to select Male or Female.
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*'''Grade Order''' - Lists the students by grade level and then by alpha order within each grade level.
  
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:'''Ethnic''':  Ethnicity of students whose records are to be included on a report.  Leave the field blank if all ethnicities are to be included.  Otherwise, click in the field to the right of '''Ehnic''' to select the desired ethnicities to be included.
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*'''Homeroom Order''' - Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group.
  
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:'''Fee''': Fee types to be included on the report.  Leave the field blank if all fee types are to be included.  Otherwise, click in the field to the right of '''Fee''' to select the desired fee types to be included.
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'''Sped:'''  
  
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:'''Order To List''':  Determines how the resulting report will be sorted.
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'''All''' - Select this to show all students.
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::*'''Alpha Order''':  Lists the students in alpha order by name.
 
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::*'''Grade Order''':  Lists the students by grade level and then by alpha order within each grade level.
 
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::*'''Homeroom Order''':  Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group.
 
  
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:'''Show Address''':  Selecting this option will included the following fields in the report:
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'''Sped Only''' - Select this to show Sped only students.
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::*'''Address 1''':  Line 1 of the student's mailing address.
 
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::*'''Address 2''':  Line 2 of the student's mailing address.
 
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::*'''City''':  The City for the student's mailing address.
 
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::*'''State''':  The State for the student's mailing address.
 
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::*'''Zip Code''':  The Zip Code for the student's mailing address.
 
  
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:'''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.
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'''Non Sped''' - Select this to show Non Sped students
  
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:'''Show Fees Due Only''': Shows only the Fees Due Column and not individual fees.
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'''504:'''  
  
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Click the '''OK''' button at the bottom of the setup box to create the report once you are satisfied with your settings.
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'''All''' - Select this to show all students.
  
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NOTE: Click the '''Setup''' button at the bottom of the screen at any time to review or edit the options in the setup box.
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'''504 Only''' - Select this to show 504 only students.
  
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===='''<u>Printing the Report</u>'''====
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'''Non 504''' - Select this to show Non 504 students.
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:*Select the '''PDF''' choice under ''Print Option''
 
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:*In the '''File Name''' box, type in the name for the file (optional)
 
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:*Make sure the Orientation and Size options are correct in the ''Paper Options'' in the left panel of the Print Document window.
 
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:*Click the '''Print''' button in the ''Print Document'' window.  This will bring up a print preview of the report.
 
  
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:[[File:Fee_List_Print_Preview.png|frame|none|''Figure 12: Print Preview'']]
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'''LEP:'''
  
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:(If the "Options Bar" in the lower right corner of the Print Preview display is not visible, hover your mouse in that area to make it appear)
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'''All''' - Select this to show all students.
  
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:*Click the '''Print''' icon (last on the right) on the ''Options Bar'' to bring up the final "Print" screen (Yours may vary depending on your browser and settings)
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'''LEP Only''' - Select this to show LEP only students.
  
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:[[File:Fee_List_Print_Preview_2.png|frame|none|''Figure 13: Print Preview'']]
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'''Non LEP''' - Select this to show Non LEP students.
  
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:* Click on the '''Print''' button after selecting the necessary print options
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'''Show Address''' - Selecting this option will show the student's address on the report.
  
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[[#top|Top of Page]]
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'''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.
  
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'''Show Current Fees Only''' - Show fees created after July 1st of the school year selected in the setup box.
  
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===='''<u>Save Report as a '''PDF''' file</u>'''====
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'''Show Fees Due Only''' - Shows only the Fees Due Column and not individual fees.
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This will save the report as a PDF file which can be opened and read using the Adobe Acrobat Reader program.
 
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:*Select the '''PDF''' choice under ''Print Option''
 
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:*In the '''File Name''' box, type in the name for the file (optional)
 
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:*Make sure the Orientation and Size options are correct in the ''Paper Options'' in the left panel of the Print Document window.
 
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:*Click the '''Print''' button in the ''Print Document'' window.  This will bring up a print preview of the report.
 
  
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:[[File:Fee_List_Save_PDF.png|frame|none|''Figure 14: Save as PDF file'']]
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'''Show Fees Paid''' - Shows payments on fees.
  
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:(If the "Options Bar" in the lower right corner of the Print Preview display is not visible, hover your mouse in that area to make it appear)
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'''OK''' - Click to continue.
  
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:*Click the '''Save''' icon (Next to last on the right) on the ''Options Bar'' to bring up the Save Dialog Box (Yours may vary depending on your operating system)
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
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:*Navaigate to the save location and click the ''Save'' button.
 
  
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[[#top|Top of Page]]
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==Main==
  
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[[File:feelist13.png]]
  
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===='''<u>Save Report as a '''XLS''' file</u>'''====
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===Column Headers===
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This will save the report as an XLS file which can be opened in Microsoft Excel and other spreadsheet programs.
 
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:*Select the '''XLS''' choice under ''Print Option''
 
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:*In the '''File Name''' box, type in the name for the file (optional)
 
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:*Click the '''Print''' button in the ''Print Document'' window.  The file will be downloaded and saved in the ''Downloads'' folder on your hard drive.
 
  
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[[#top|Top of Page]]
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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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===='''<u>Save Report as a '''CSV''' file</u>'''====
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'''First Name''' - Student's first name.
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This will save the report as a CSV file which can be opened in spreadsheet and text editor programs.  (Care should be exercised when opening in spreadsheets as the data may be modified)
 
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:*Select the '''CSV''' choice under ''Print Option''
 
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:*In the '''File Name''' box, type in the name for the file (optional)
 
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:*Click the '''Print''' button in the ''Print Document'' window.  The file will be downloaded and saved in the ''Downloads'' folder on your hard drive.
 
  
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[[#top|Top of Page]]
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'''Middle Name''' - Student's middle name.
  
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'''SIDNO''' - Local ID of the student.
  
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===='''<u>Save Report as a '''HTML''' file</u>'''====
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'''Grade''' - Student's grade of enrollment.
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This will save the report as an HTML file which can be opened in most web browser programs.
 
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:*Select the '''HTML''' choice under ''Print Option''
 
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:*In the '''File Name''' box, type in the name for the file (optional)
 
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:*Click the '''Print''' button in the ''Print Document'' window.  The file will be downloaded and saved in the ''Downloads'' folder on your hard drive.
 
  
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[[#top|Top of Page]]
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'''Homeroom''' - Student's homeroom teacher's name.
  
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'''Fee Name''' - Name of fee.
  
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''Last Updated: 2015.05.20''
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'''Due Date''' - Fee due date.
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'''Fee Amount''' - Amount of the fee.
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'''Last Pay Date''' - Date of last payment.
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'''Due''' - Total amount due for fee.
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'''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]].
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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:sch9.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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'''Help''' - Click to view written instructions and/or videos.
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----
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[[Student Master|'''Student Master''' Main Page]]
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 11:00, 5 June 2024

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

Student > Reports > Fee List

Setup Options

Feeslistsetup2.png

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.

Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.

Club - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included in 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 in the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view.

Program - Leave blank if all program codes are to be included in the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.

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

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.

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.

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 Current Fees Only - Show fees created after July 1st of the school year selected in the setup box.

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

Feelist13.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.

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

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

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