Difference between revisions of "Fee List"

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===Video How-to===
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__NOTOC__
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[[media:ST-FeeList2.mov|Fee List video]]
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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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==Menu Location==
  
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'''How to'''
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'''Student > Reports > Fee List'''
  
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'''These instructions will provide a list of students who owe fees for one or more types of fees.'''
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==Setup Options==
  
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#Select '''Lists''' under the Student Master area on the left of the screen.
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[[File:feeslistsetup2.png]]
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#Select '''Fee List''' and the Setup Box will appear.
 
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#Click '''Ok''' to move to the next screen.
 
  
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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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'''Setup Box Options'''
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'''District''' - The District defaults to the user’s district and cannot be changed.
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#'''Year'''--Defaults to the current school year.
 
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#'''District and School'''--Defaults to your district and school based on your security settings.
 
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#'''As-of-Date'''--Students enrolled on or before this date with no exit/leave date will be considered active
 
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#'''Grade'''--To select all students either leave the field blank or click in the field and select the check box at the top of the list. To select one or more (but not all) students click the check box by the name(s).
 
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#'''Gender'''--To select all Genders either leave the field blank or click in the field and select the check box at the top of the list. To select one click the check box by the gender.
 
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#'''Ethnic'''--To select all Ethnics either leave the field blank or click in the field and select the check box at the top of the list. To print one or more (but not all) ethnics click the check box by the ethnicity.
 
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#'''Fee'''--To select all Fees either leave the field blank or click in the field and select the check box at the top of the list. To print the list of students that owe one or more (but not all) fees click the check box by each fee you want to include on the report.
 
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#'''Show Comments'''--Place a check in the box to have the Comments column show up in your report.  The actual comments are added in the Student Master from the Sports & Fees tab.
 
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#Click '''Ok''' to move to the next screen.
 
  
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'''School''' - The user can select one or more schools from the drop-down list.
  
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'''Definitions of Column Headers'''
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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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:'''Name'''--Name of students who owe fee(s)
 
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:'''Sidno'''--Local student ID number
 
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:'''Homeroom'''--Homeroom teacher to which the student has been assigned
 
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:'''XXX'''--3-letter abbreviation(s) of the code(s) requested for the report; hover the mouse over the column header to obtain an explanation of the abbreviation; the number of columns will vary based on the number of fees selected in the setup box
 
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:'''Fees Due'''--The total fees owed by the student based on the fees selected on the setup box.
 
  
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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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'''To Print this report'''
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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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#Click the '''Print''' button at the bottom of the screen.
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# A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.  
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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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#Click the print button on this popup and a print preview window will appear.  
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#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons. 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.
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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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#Sorting and other data manipulations are explained in the following link:  [[List Programs Instructions/Video]]
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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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'''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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'''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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'''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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'''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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'''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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'''Custom Code''' - Select Custom Code created in the [[Custom Code Management]] to filter the student list.
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'''Order To List''' - Determines how the resulting report will be sorted.
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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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'''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.
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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