Difference between revisions of "Fees Management"

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__NOTOC__
 
__NOTOC__
−
'''This program lets you enter/edit/delete fees on individual students and update account receivable on fees.'''  
+
'''This program provides the user a way to add, edit, and delete fees on individual students and update accounts receivable on fees.'''
 +
* Note that if a student transfers within district and owed a fee at the previous school, the fee is transferred to the new school but is identified with the previous school number.
  
−
'''Note:''' If a student transfers within district and they owe a fee at the previous school, the fee is transferred to the new school but is identified with the previous school number.'''
+
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==
 
==Menu Location==
−
[[File:cherryblossom.png]]
 
  
−
'''On the left navigation panel, select Student Master > Entry > Fees Management'''.
+
'''Student Master > Entry > Fees Management or Student Master > Action > Fee Management'''
  
 
==Setup Options==
 
==Setup Options==
 
[[File:cherryblossom1.png]]
 
[[File:cherryblossom1.png]]
  
−
'''Year''' - The Year defaults to the ''current'' school year but can be changed by selecting a different year from the drop-down list.
+
'''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.
 
'''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.
+
'''School''' - The user can select one or more schools from the drop-down list depending on security level.
  
−
'''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.  
+
'''Grades''' - Leave the field blank if all grade levels are to be included.  Otherwise, choose the desired grade.  
  
 
'''Active Only and As of Date''' - Check to list only those students who are actively enrolled as of the date selected in the date field.
 
'''Active Only and As of Date''' - Check to list only those students who are actively enrolled as of the date selected in the date field.
  
−
'''Clubs''' - Click in the field to the right of Clubs to select the desired club(s) to view.
+
'''Clubs''' - Leave the field blank if all clubs are to be included.  Otherwise, choose the desired club.
  
−
'''Program''' - Click in the field to the right of Program Codes to select the desired code(s) to view.
+
'''Program''' - Leave the field blank if all programs are to be included.  Otherwise, choose the desired program.
  
−
'''Special Codes''' - Click in the field to the right of Special Codes to select the desired code(s) to view.
+
'''Special Codes''' - Leave the field blank if all special codes are to be included.  Otherwise, choose the desired special code.
  
 
'''Show Only Open Fees''' - Check to show fees that have balances due.
 
'''Show Only Open Fees''' - Check to show fees that have balances due.
Line 32: Line 37:
 
'''Print Closed Fees on Statement''' - Check to print the students marked with closed fees on the statement.
 
'''Print Closed Fees on Statement''' - Check to print the students marked with closed fees on the statement.
  
−
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 +
==Main==
 +
==The page is divided into two sections: '''Fees''' and '''History'''==
  
−
==The page is divided into two sections: '''Fees''' and '''History'''==
+
[[File:feesmgmmain.png]]
  
 
=Fees=
 
=Fees=
 +
'''Fees is where fees are added, edited and deleted. If you click on a row in the Fee column, the history of that fee record will display at the bottom history area.'''
 +
 +
[[File:feeshistory2.png]]
 +
 +
===Column Headers===
 +
 +
'''Edit''' - Once a fee has been added and saved, it can be edited by:
 +
#Clicking on the '''edit''' symbol.
 +
#The same information that was added on the "Add Fee" pop up box will show on the "Edit Fee" pop up box.
 +
#Make the changes needed.
 +
#Click '''Save'''.
 +
#[[File:editfee.png]]
 +
 +
'''Sch''' - Student's school where fee was acquired
 +
 +
'''Fee''' - Name of fee
 +
 +
'''Comments''' - Fee comments
 +
 +
'''Total''' - Total amount of fee
 +
 +
'''Due''' - Total amount due for fee
 +
 +
'''Due Date''' - Fee due date
 +
 +
'''Last Pay Date''' - Date of last payment
 +
 +
'''Create User''' - Login name of the user who created the fee record
 +
 +
'''[[Delete Fee| Delete]]''' - The only way to delete a whole fee record added is using the <span style="color:Red"> Delete button</span> under the Delete column.
  
−
===Fees is where you add your fees to a student.=== 
 
  
−
You can add an unlimited number of fees to a student and keep track of payment.
+
=History=
−
# Find the student using the '''Find''' tab at the bottom of the screen.
+
'''History is where payments and adjustments are made to fees. The payments will be displayed in the "History" section by clicking on the row of the fee in the top "Fee" section.'''
−
#After choosing the student, you will see in the header, the student's name, ID number and grade level.
 
−
# Click the '''Add Fee''' tab to display a box to enter the information about fee to be added.
 
  
−
'''Fee Name''': Select the name of the Fee from the drop down list.
+
[[File:feeshistory3.png]]
  
−
'''Fee Amount''': Enter the amount of the fee here.
+
===Column Headers===
  
−
'''Received Date''':  Enter the Accounts receivable date.
+
'''Date''' - This is the date of the transaction.
  
−
'''Pay Plan''':  Select from the drop down one of the following: 0-Due Now, 1-30 Days, 2-30/60 Days, 3-30/60/90 Days, 4-Monthly Due, 5-Monthly Accrued, 6-Monthly Reduced
+
'''Debit''' - This is the debit amount.
  
−
'''Due Date''': Click to set the Fee Due Date.
+
'''Credit''' - This is the credit amount.
  
−
'''Close Date''':  Click to set the actual payoff date of the fee.
+
'''Payment Type''' - This is the type of payment made.
  
−
'''Comment''': Click to enter any comment(s) about the fee.
+
'''Comments''' - This is the payment comments.
  
−
'''Save''': Click to Save the transaction.
+
'''Create User''' - Log in name of user that created the payment.
  
−
[[File:addfee.png]]
+
'''Delete''' 
 +
*If you click on a row that only has a '''debit''' listed, you will receive a pop up, "This history record is the primary record. To delete this record, you must delete the fee record."
 +
*If you click on a row that has a '''credit''' listed, you will receive a pop up, "This will only delete this history record. Do you want to continue?" If yes is chosen, the total fee amount at the top will adjust by the amount that you deleted.
  
 +
==Buttons==
  
−
'''Column Headers'''
+
'''Add Fee''' - Add an unlimited number of fees to a student and keep track of payment.
 +
#Find the student using the '''Find''' button at the bottom of the screen.
 +
#After choosing the student, you will see in the header, the student's name, ID number and grade level.
 +
#Click the '''Add Fee''' button to display a box to enter the information about fee to be added.
 +
#[[File:addfee.png]]
  
−
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
+
'''Fee Name''' - Select the name of the Fee from the drop down list.
  
−
Other columns not listed in the common column list:
+
'''Fee Amount''' - Enter the amount of the fee here.
−
*'''Edit''' - Edit fee
 
−
*'''Fee''' - Name of fee
 
−
*'''Comment''' - Fee comment
 
−
*'''Total''' - Total amount of fee
 
−
*'''Due''' - Fee due date
 
−
*'''Last Pay Date''' - Date of last payment
 
−
*'''Delete''' - Delete this fee
 
  
 +
'''Received Date''' -  Enter the Accounts receivable date. It will default to the current date.
  
−
Once a fee has been added and saved, it can be edited by:
+
'''Pay Plan''' -  Select from the drop down one of the following: 0-Due Now, 1-30 Days, 2-30/60 Days, 3-30/60/90 Days, 4-Monthly Due, 5-Monthly Accrued, 6-Monthly Reduced
−
#'''Clicking''' on the edit symbol (see arrow).
 
−
#Make changes to your '''Edit Fee''' page.
 
−
#Click '''Save'''.
 
−
[[File:editfee.png]]
 
  
 +
'''Due Date''' - Click to set the Fee Due Date.
  
−
The only way to delete a fee added is using the <span style="color:Red"> Delete field</span> under the Delete column. The entire entry has to be deleted. Once you click the delete field, you will get the following confirmation question.
+
'''Close Date''' - Click to set the actual payoff date of the fee.
  
−
[[File:deletepopup.png]]
+
'''Comment''' - Click to enter any comment(s) about the fee.
  
−
=History=
+
'''Save''' - Click to Save the transaction.
  
 +
'''Close''' - Click to close the window.
  
−
===History is where payments/adjustments are made to fees.===
 
  
−
#Find the student using the '''Find''' tab
+
'''Pay Fee'''
 +
#Find the student using the '''Find''' tab.
 
#Click '''Pay fee''' tab at the bottom and a list of fee(s) owed by the student will appear.
 
#Click '''Pay fee''' tab at the bottom and a list of fee(s) owed by the student will appear.
 
#'''Highlight''' the fee to be paid.
 
#'''Highlight''' the fee to be paid.
 
#'''Fee Comment''' can not be edited.
 
#'''Fee Comment''' can not be edited.
−
#Enter the '''Amount''' to be paid on the fee.
+
#Enter the '''Amount''' to be paid on the fee. This is required to be able to save.
−
#Select the '''Payment Type'''.
+
#Select the '''Payment Type'''. This is required to be able to save.
−
#Click to set the '''Date''' fee was paid.
+
#Click to set the '''Date''' fee was paid. This is required to be able to save.
−
#Click in the '''Comment''' cell to enter additional information about the payment.
+
#Click in the '''Payment Comment''' cell to enter additional information about the payment.
−
#Click the '''Save''' button.<br>[[File:history fee3.jpg]]
+
#Click the '''Save''' button.
 +
#[[File:payfee.png]]
 
#After you have saved the final payment, click on the '''Edit''' tab, and enter a close date for the fee.
 
#After you have saved the final payment, click on the '''Edit''' tab, and enter a close date for the fee.
 
#By clicking on a '''Fee''' name from the Fees portion of the screen, you can see payments/adjustments to the fee highlighted in the '''History''' portion of the screen.
 
#By clicking on a '''Fee''' name from the Fees portion of the screen, you can see payments/adjustments to the fee highlighted in the '''History''' portion of the screen.
−
#To '''Edit''' an amount entered for payment on a fee, you must '''Delete''' it using the <span style="color:Red"> Delete field</span> under the Delete column on the '''History''' for the fee.<br>[[File:history fee2.jpg]]
+
#To '''Edit''' an amount entered for payment on a fee, you must '''Delete''' it using the <span style="color:Red"> Delete field</span> under the Delete column on the '''History''' for the fee.<br>[[File:history99.png]]
−
 
 
−
== Action Tab ==
 
−
 
 
−
 
 
−
===All Printing is done under the Action Tab in the upper right corner===
 
  
  
−
'''1. Printing All Invoices''' - prints a per page invoice for students based on the setup.
 
−
:*'''Additional Comments''' - you may add a comment to the invoice.  It will print on every invoice.
 
−
:*'''Print Student invoices with No balance''' - In addition to students with a balance, this will also print student invoices with a Zero balance.<br>[[File:print invoice.jpg]]
 
  
  
−
'''2. Print Fees''' - prints all fees for the student chosen under the '''Find''' tab
+
'''Action'''
−
:To Print this Report
 
−
:*Click the '''Print''' button at the bottom of the screen.
 
−
:*A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
−
:*The default print option will be '''PDF'''.
 
−
:*Click the print icon at the right end of this rectangle. Another print preview will appear.
 
−
:*Click the print button at the top left to print the report. Close the print preview.
 
  
 +
All Printing is done under the Action button in the upper right corner.
  
−
'''3. Print History''' - prints the history of a fee highlighted from the '''Fees''' section of the report
+
'''[[Fees Management - Print All Invoices | Print All Invoices]]''' - This option prints a per page invoice for students based on the setup. The two Invoice choice printouts, '''Print All Invoices''' and '''Print Invoice''', will include a Date column for date for fee. If there was a payment made to any of the fees, a Payment History table will appear below with each payment made. If no payments are made, no payment history will show.
  
 +
'''Print Fees''' - This option prints a list of all fees for the student that was previously chosen under the '''Find''' tab.
 +
*A print preview will appear.
 +
*Click the print button at the top right to print the report.
 +
*Close the print preview.
  
−
'''4. Print Invoice''' - statement that shows charges/payments for a student.
+
'''Print History''' - This option prints the history of a fee highlighted from the '''Fees''' section of the report. Click on the fee name in the '''Fees''' section to have the '''History''' portion of the page to populate.
−
:To Print this Report
+
*A print preview will appear.
−
:*Click the '''Print''' button at the bottom of the screen.
+
*Click the print button at the top right to print the report.  
−
:*A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
+
*Close the print preview.
−
:*The default print option will be '''PDF'''.
 
−
:*Click the print icon at the right end of this rectangle. Another print preview will appear.
 
−
:*Click the print button at the top left to print the report. Close the print preview.
 
  
 +
'''Print Invoice''' - This option prints a statement that shows charges/payments for a student. The two Invoice choice printouts, '''Print All Invoices''' and '''Print Invoice''', will include a Date column for date for fee. If there was a payment made to any of the fees, a Payment History table will appear below with each payment made. If no payments are made, no payment history will show.
 +
*Type in comments and choose '''OK'''.
 +
*A print preview will appear.
 +
*Click the print button at the top right to print the report.
 +
*Close the print preview.
  
−
'''5. Print Statement''' - statement that shows all transactions on a from date/to date with a closing balance as of the to date.
+
'''Print Statement''' - This option prints a statement that shows all transactions on a From Date/To Date with a closing balance as of the To Date.
 +
*Type in comments and choose '''OK'''.
 +
*A print preview will appear.
 +
*Click the print button at the top right to print the report.
 +
*Close the print preview.
  
 +
==Resources==
 +
:Video: [[media:Single_Student_Fees_Management.mp4|Single Student Fees Management‎]]
 +
:Video: [[media:Fees_Auto_Loader.mp4‎|Fees Auto Loader]]
 +
:Video: [[media:Fee_Related_Reports_Final.mp4‎|Fee Related Reports]]
  
−
'''Print Options'''
 
−
:*To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
  
 
----
 
----
−
[[Student Master|'''Student Master''' Main Page]]
+
[[Student Master|'''Student Master''']]
  
 
----
 
----
 
[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 13:07, 6 June 2024

This program provides the user a way to add, edit, and delete fees on individual students and update accounts receivable on fees.

  • Note that if a student transfers within district and owed a fee at the previous school, the fee is transferred to the new school but is identified with the previous school number.

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 Master > Entry > Fees Management or Student Master > Action > Fee Management

Setup Options

Cherryblossom1.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 depending on security level.

Grades - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.

Active Only and As of Date - Check to list only those students who are actively enrolled as of the date selected in the date field.

Clubs - Leave the field blank if all clubs are to be included. Otherwise, choose the desired club.

Program - Leave the field blank if all programs are to be included. Otherwise, choose the desired program.

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

Show Only Open Fees - Check to show fees that have balances due.

Print Closed Fees on Statement - Check to print the students marked with closed fees on the statement.

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

Main

The page is divided into two sections: Fees and History

Feesmgmmain.png

Fees

Fees is where fees are added, edited and deleted. If you click on a row in the Fee column, the history of that fee record will display at the bottom history area.

Feeshistory2.png

Column Headers

Edit - Once a fee has been added and saved, it can be edited by:

  1. Clicking on the edit symbol.
  2. The same information that was added on the "Add Fee" pop up box will show on the "Edit Fee" pop up box.
  3. Make the changes needed.
  4. Click Save.
  5. Editfee.png

Sch - Student's school where fee was acquired

Fee - Name of fee

Comments - Fee comments

Total - Total amount of fee

Due - Total amount due for fee

Due Date - Fee due date

Last Pay Date - Date of last payment

Create User - Login name of the user who created the fee record

Delete - The only way to delete a whole fee record added is using the Delete button under the Delete column.


History

History is where payments and adjustments are made to fees. The payments will be displayed in the "History" section by clicking on the row of the fee in the top "Fee" section.

Feeshistory3.png

Column Headers

Date - This is the date of the transaction.

Debit - This is the debit amount.

Credit - This is the credit amount.

Payment Type - This is the type of payment made.

Comments - This is the payment comments.

Create User - Log in name of user that created the payment.

Delete

  • If you click on a row that only has a debit listed, you will receive a pop up, "This history record is the primary record. To delete this record, you must delete the fee record."
  • If you click on a row that has a credit listed, you will receive a pop up, "This will only delete this history record. Do you want to continue?" If yes is chosen, the total fee amount at the top will adjust by the amount that you deleted.

Buttons

Add Fee - Add an unlimited number of fees to a student and keep track of payment.

  1. Find the student using the Find button at the bottom of the screen.
  2. After choosing the student, you will see in the header, the student's name, ID number and grade level.
  3. Click the Add Fee button to display a box to enter the information about fee to be added.
  4. Addfee.png

Fee Name - Select the name of the Fee from the drop down list.

Fee Amount - Enter the amount of the fee here.

Received Date - Enter the Accounts receivable date. It will default to the current date.

Pay Plan - Select from the drop down one of the following: 0-Due Now, 1-30 Days, 2-30/60 Days, 3-30/60/90 Days, 4-Monthly Due, 5-Monthly Accrued, 6-Monthly Reduced

Due Date - Click to set the Fee Due Date.

Close Date - Click to set the actual payoff date of the fee.

Comment - Click to enter any comment(s) about the fee.

Save - Click to Save the transaction.

Close - Click to close the window.


Pay Fee

  1. Find the student using the Find tab.
  2. Click Pay fee tab at the bottom and a list of fee(s) owed by the student will appear.
  3. Highlight the fee to be paid.
  4. Fee Comment can not be edited.
  5. Enter the Amount to be paid on the fee. This is required to be able to save.
  6. Select the Payment Type. This is required to be able to save.
  7. Click to set the Date fee was paid. This is required to be able to save.
  8. Click in the Payment Comment cell to enter additional information about the payment.
  9. Click the Save button.
  10. Payfee.png
  11. After you have saved the final payment, click on the Edit tab, and enter a close date for the fee.
  12. By clicking on a Fee name from the Fees portion of the screen, you can see payments/adjustments to the fee highlighted in the History portion of the screen.
  13. To Edit an amount entered for payment on a fee, you must Delete it using the Delete field under the Delete column on the History for the fee.
    History99.png



Action

All Printing is done under the Action button in the upper right corner.

Print All Invoices - This option prints a per page invoice for students based on the setup. The two Invoice choice printouts, Print All Invoices and Print Invoice, will include a Date column for date for fee. If there was a payment made to any of the fees, a Payment History table will appear below with each payment made. If no payments are made, no payment history will show.

Print Fees - This option prints a list of all fees for the student that was previously chosen under the Find tab.

  • A print preview will appear.
  • Click the print button at the top right to print the report.
  • Close the print preview.

Print History - This option prints the history of a fee highlighted from the Fees section of the report. Click on the fee name in the Fees section to have the History portion of the page to populate.

  • A print preview will appear.
  • Click the print button at the top right to print the report.
  • Close the print preview.

Print Invoice - This option prints a statement that shows charges/payments for a student. The two Invoice choice printouts, Print All Invoices and Print Invoice, will include a Date column for date for fee. If there was a payment made to any of the fees, a Payment History table will appear below with each payment made. If no payments are made, no payment history will show.

  • Type in comments and choose OK.
  • A print preview will appear.
  • Click the print button at the top right to print the report.
  • Close the print preview.

Print Statement - This option prints a statement that shows all transactions on a From Date/To Date with a closing balance as of the To Date.

  • Type in comments and choose OK.
  • A print preview will appear.
  • Click the print button at the top right to print the report.
  • Close the print preview.

Resources

Video: Single Student Fees Management‎
Video: Fees Auto Loader
Video: Fee Related Reports


Student Master

JCampus Main Page

Retrieved from EDgear Wiki