Difference between revisions of "Fee List"

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===<u>'''Overview</u>'''===
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__NOTOC__
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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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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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==Menu Location==
  
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'''Student > Reports > Fee List'''
  
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==Setup Options==
  
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[[File:feeslistsetup2.png]]
  
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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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'''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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[[File:Fee_List_Access.png|frame|none|''Figure 1: JCampus Menu'']]
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'''District''' - The District defaults to the user’s district and cannot be changed.
  
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'''School''' - The user can select one or more schools from the drop-down list.
  
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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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===<u>'''Completing the Fee List Setup Box</u>'''===
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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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Clicking on the ''Fee List'' will bring up the setup box as shown in Figure 2 below:
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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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[[File:Setup_box2.png|frame|none|''Figure 2: Fee List Setup Box'']]
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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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=====The Setup Box options are defined below:=====
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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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:'''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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'''Ethnic''' - Leave the field blank if all ethnicities are to be included. Otherwise, choose the desired ethnicity.  
  
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:'''District''': The District defaults to the user’s district and cannot be changed.
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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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:'''School''': The user can select one or more schools from the drop-down list.
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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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:'''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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'''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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:'''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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'''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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:'''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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'''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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:'''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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'''Custom Code''' - Select Custom Code created in the [[Custom Code Management]] to filter the student list.   
  
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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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'''Order To List''' - Determines how the resulting report will be sorted.
  
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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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*'''Alpha Order''' - Lists the students in alpha order by name.
  
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:'''Order To List''':  Determines how the resulting report will be sorted.
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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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::*'''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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*'''Homeroom Order''' - Lists the students by Homeroom Teacher and then by alpha order within each Homeroom Teacher group.
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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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'''Sped:'''  
  
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:'''Show Fees Due Only''': Shows only the Fees Due Column and not individual fees.
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'''All''' - Select this to show all students.
  
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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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'''Sped Only''' - Select this to show Sped only students.
  
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'''Non Sped''' - Select this to show Non Sped students
  
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'''504:'''
  
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'''Column Headers'''
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'''All''' - Select this to show all students.
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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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Other columns not listed in the common column list:
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'''504 Only''' - Select this to show 504 only students.
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::*'''Fee Name''': Name of the fee
 
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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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'''Non 504''' - Select this to show Non 504 students.
  
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'''Print Options'''
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'''LEP:'''  
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To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
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'''All''' - Select this to show all students.
  
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'''LEP Only''' - Select this to show LEP only students.
  
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'''Non LEP''' - Select this to show Non LEP students.
  
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''Last Updated: 2015.05.20''
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'''Show Address''' - Selecting this option will show the student's address on the report.
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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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'''Show Fees Due Only''' - Shows only the Fees Due Column and not individual fees.
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'''Show Fees Paid''' - Shows payments on fees.
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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]].
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==Main==
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[[File:feelist13.png]]
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===Column Headers===
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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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'''First Name''' - Student's first 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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'''Grade''' - Student's grade of enrollment.
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'''Homeroom''' - Student's homeroom teacher's name.
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'''Fee Name''' - Name of fee.
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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

Retrieved from EDgear Wiki