Difference between revisions of "Fees Auto Loader"

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'''This program allows you to add, delete or create a fee to a group of students at a time'''.   
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__NOTOC__
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'''This program provides the user a way to add, delete or create a new fee and also add from the [[Master Schedule Editor]] to a group of students at a time'''.   
  
  
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On the left navigation panel, select '''Student Master''', '''Loaders''', and '''Fees Auto Loader '''.
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Go to [[User Management]] to create various security levels:
  
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'''Category'''-Stu Master> '''Program'''-Fees Management> '''Action'''-Delete> Delete or No Access
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*If user has '''NA''' security for Stu Master> Fees Management and selects Fees Management from the menu or selects Fees Management from the Student Master> Action menu, the user will not have access and gets a message stating that.
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*If user has '''RO''' security for Stu Master> Fees Management  OR  has '''RO''' for Stu Master only and nothing selected for Fees Management PPerm, the user will not see Add Fee or Pay Fee buttons,  Edit column on top table, Delete column on top table or Delete column on bottom table.
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*If user has '''RW''' security for Stu Master> Fees Management, the user sees Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table. If user has No Access for Delete action, the Delete column on both tables are not seen.  If user has Delete for Delete action, the Delete column on both tables are visible.
  
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'''Setup Box Options'''
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==Menu Location==
  
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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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'''Student > Loaders > Fees Auto Loader'''
  
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[[File:setup add fee.jpg]]
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==Setup Options==
  
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[[File:feesautoloadsetup.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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'''NOTE'''--To load a fee to a small group of students, click the '''Student''' field on the Setup box. Select the student(s) using the '''check box''' found to the left of the student names. This box will provide you with Student ID, Student Name and the Student's Grade.
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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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Click '''Next'''.
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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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On the next page you will have the option to add a fee, delete a fee or create fees from the Master Schedule.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
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'''Add a Fee'''
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'''Students''' - This will generate a list of students to select from.
  
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[[File:add fee3.jpg]]
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'''Homeroom''' - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
  
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'''Team''' - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.
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Only one fee can be added at a time.
 
  
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*'''Fee Name''' - The name of the fee.  The fee is chosen from a drop down box.
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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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*'''Fee Amount''' - The amount of the fee.
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'''Special Ed:'''
  
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*'''Received Date''' - Accounts receivable date.
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'''All''' - Select to view all student's.
  
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*'''Pay Plan''' - Payment plan for the fee.  Choose from the drop down box if you choose a payment plan.
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'''Sped Only''' - Select to view only Sped student's.
  
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*'''Due Date''' - The date the fee is due.
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'''Non Sped''' - Select to view only non Sped student's.
  
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*'''Comment''' - Comment about the fee.
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'''504:'''
  
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*'''Back''' - If you need to go back and change something on the previous setup page.
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'''All''' - Select to view all student's.
  
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Click '''OK''' and you will get a question box stating that you are about to add a fee to a number of students.  Do you wish to continue?  You will need to respond yes or no.
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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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'''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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'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
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'''Delete a Fee for a single student'''
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'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.
  
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*'''Fee Name''' - Choose a fee name from the pick box that you want to delete.
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'''Club''' - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
  
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*'''Received Date''' - Choose your received date.
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'''Sport''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
  
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'''Next''' - Click to advance.
  
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'''[[Creating a Fee | Add]]'''
  
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'''To delete a few for a large group of students'''
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'''[[Delete a Fee |Delete]]'''
  
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#Return to the setup box and complete the information.
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'''[[Create Fee(s) From Master Schedule]]'''
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#Click Next.
 
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#On the next page select delete.
 
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#Click OK.
 
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#Click in the Fee field and select the fee to be deleted from the pick list.
 
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#Enter the date recieved for the fee being deleted.
 
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#Click OK.
 
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#The names of the students that owe this fee will be displayed on the next screen.
 
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#Select all students from the list, unselect all students then select the few that need to have this fee deleted.
 
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#Click the '''delete''' button at the bottom right of the screen.
 
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#You will be given a confirmation stating the number of records that will be deleted.
 
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#Click '''Yes''' if this is accurate; otherwise, return to the setup box and start the delete process over.
 
  
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==Main==
  
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[[File:mb695.png]]
  
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'''Sch''' - Student's school site number of enrollment.
  
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'''Create a Fee from the Master Schedule'''
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'''Student Name''' - Student's full name.
  
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This process will create a new class fee for every student that is in a Master Schedule section that has a fee attached to that section. Fees will need to have previously been posted in the '''Fee''' column in the Master Schedule.
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'''SIDNO''' - Student's identification number.
  
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*'''Fee Name''' - This will only work for class fees and you can't change to another kind of fee.
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'''Fee Name''' - Name of fee.
  
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*'''Received Date''' - Choose your received date.
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'''Fee Amount''' - Amount of the fee.
  
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*'''Due Date''' - Choose your due date.
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'''Received Date''' - Accounts receivable date .
  
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This will also save the year, course name and section number in the fee comment.
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'''Pay Plan''' - Fee payment plan.
  
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Click '''OK'''.
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'''Due Date''' - Fee due date.
  
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'''Comments''' - Fee comments.
  
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Based on the setup pages, a list of students with the fee and the amount chosen will be generated.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
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[[File:add fee5.jpg]]
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==Bottom==
  
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[[File:mb696.png]]
  
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'''Print Options'''
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'''Setup''' - Click to go back to the Setup box.
  
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To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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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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'''Delete''' - Delete selected records when 'Delete' is chosen from the second setupbox window.  This list displays only records with NO payment history.
  
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----
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[[Student Master|'''Student Master''' Main Page]]
  
 
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'''[[Student Master]]'''
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:41, 5 June 2024

This program provides the user a way to add, delete or create a new fee and also add from the Master Schedule Editor to a group of students at a time.


Go to User Management to create various security levels:

Category-Stu Master> Program-Fees Management> Action-Delete> Delete or No Access

  • If user has NA security for Stu Master> Fees Management and selects Fees Management from the menu or selects Fees Management from the Student Master> Action menu, the user will not have access and gets a message stating that.
  • If user has RO security for Stu Master> Fees Management OR has RO for Stu Master only and nothing selected for Fees Management PPerm, the user will not see Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table.
  • If user has RW security for Stu Master> Fees Management, the user sees Add Fee or Pay Fee buttons, Edit column on top table, Delete column on top table or Delete column on bottom table. If user has No Access for Delete action, the Delete column on both tables are not seen. If user has Delete for Delete action, the Delete column on both tables are visible.

Menu Location

Student > Loaders > Fees Auto Loader

Setup Options

Feesautoloadsetup.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.

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.

Students - This will generate a list of students to select from.

Homeroom - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.

Team - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.

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

Special Ed:

All - Select to view all student's.

Sped Only - Select to view only Sped student's.

Non Sped - Select to view only non Sped student's.

504:

All - Select to view all student's.

504 Only - Select to view only 504 student's.

Non 504 - Select to view only non 504 student's.

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

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

Program- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.

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

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

Next - Click to advance.

Add

Delete

Create Fee(s) From Master Schedule

Main

Mb695.png

Sch - Student's school site number of enrollment.

Student Name - Student's full name.

SIDNO - Student's identification number.

Fee Name - Name of fee.

Fee Amount - Amount of the fee.

Received Date - Accounts receivable date .

Pay Plan - Fee payment plan.

Due Date - Fee due date.

Comments - Fee comments.

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

Bottom

Mb696.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.

Delete - Delete selected records when 'Delete' is chosen from the second setupbox window. This list displays only records with NO payment history.



Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki