Difference between revisions of "Fee Transaction Report"

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__NOTOC__
 
__NOTOC__
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'''The Fee Transaction Report is a journal of fees student(s) paid during a selected date range'''.
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'''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==
 
==Menu Location==
  
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'''Student > Reports > Fee Transaction Report'''
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[[File:feemenu.png]]
 
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'''On the left navigation panel select Student Master > Lists > Fee Transaction Report.'''
 
  
 
==Setup Options==
 
==Setup Options==
  
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[[File:feetransrepsetup2.png]]
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[[File:mb410.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.
 
'''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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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
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'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
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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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'''Grade''' - Grade level of students whose records need to be edited or whose names 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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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
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'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in the field to the right of Gender to select the desired gender to be included.
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'''Gender''' - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
  
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'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click in the field to the right of Ethnic to select the desired ethnic(s) to be included.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
 
'''Fee''' - Name of fee.
 
'''Fee''' - Name of fee.
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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.
 
'''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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'''Sped:'''
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'''All''' - Select this to show all students.
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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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'''All''' - Select this to show all students.
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'''504 Only''' - Select this to show 504 only students.
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'''Non 504''' - Select this to show Non 504 students.
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'''LEP:'''
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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.
  
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''OK''' - Click to continue.
 
'''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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To find definitions for standard setup values, follow this link: '''[[Standard Setup Options]]'''.
 
  
 
==Main==
 
==Main==
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[[File:FeeTransMain.png]]
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[[File:feesmainlist.png]]
 
===Column Headers===
 
===Column Headers===
  
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'''Date''' - Date of the transaction.
 
'''Date''' - Date of the transaction.
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'''Payment Type''' - Type of payment made.
  
 
'''Debit''' - Debit value of the fee.
 
'''Debit''' - Debit value of the fee.
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'''Credit''' - Credit value of the fee.
 
'''Credit''' - Credit value of the fee.
  
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
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To find definitions of commonly used column headers, follow this link: '''[[Common Column Headers]]'''.
 
  
 
==Setup Options==
 
==Setup Options==
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[[File:sch9.png]]
 
[[File:sch9.png]]
  
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'''Setup''' - The user may change the settings previously selected for running the program.
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'''Setup''' - Click to go back to the Setup box.
  
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'''Print''' - To find the print instructions, follow this link: '''[[Standard Print Options]]'''.
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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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'''Help''' - Takes you to the Help website for written instructions and instructional videos.
 
  
  

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

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