Difference between revisions of "Fee Transaction Report"

From EDgearWiki
Jump to navigationJump to search
 
(50 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
'''The Fee Transaction Report is a journal of fees student(s) paid during a selected date range'''.
+
__NOTOC__
 +
'''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'''
  
−
On the left navigation panel, select '''Student Master''', '''Lists''', and '''Fee Transaction Report'''.
+
==Setup Options==
  
 +
[[File:feetransrepsetup2.png]]
  
−
'''Setup Box Options'''
+
'''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.
  
−
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
'''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.
  
−
'''Column Headers'''
+
'''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.
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
−
Other columns not listed in the common column list:
+
'''Fee''' - Name of fee.
  
−
*'''Fee Name''' - Name of the fee
+
'''From Date''' - Beginning date of school.
−
*'''Comments''' - Fee comment
 
−
*'''Date''' - Date of the transaction
 
−
*'''Debit''' - Debit value of the fee
 
−
*'''Credit''' - Credit value of the fee
 
  
 +
'''To Date''' - End date of school.
  
−
'''Print Options'''
+
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
−
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
+
'''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==
 +
[[File: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==
 +
 
 +
[[File:sch9.png]]
 +
 
 +
'''Setup''' - Click to go back to the Setup box.
 +
 
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 
 +
 
 +
 
 +
----
 +
[[Student Master|'''Student Master''' Main Page]]
 +
 
 +
----
 +
[[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