Difference between revisions of "Fees Auto Loader"
| Line 42: | Line 42: | ||
'''Back''' - If you need to go back and change something on the previous setup page. | '''Back''' - If you need to go back and change something on the previous setup page. | ||
| − | Click '''OK''' | + | Click '''OK'''. |
| Line 49: | Line 49: | ||
'''Fee Name''' - Choose a fee name from the pick box that you want to delete. | '''Fee Name''' - Choose a fee name from the pick box that you want to delete. | ||
| − | ''' Received Date''' - Choose your received date. | + | '''Received Date''' - Choose your received date. |
'''Create a Fee from the Master Schedule''' | '''Create a Fee from the Master Schedule''' | ||
| − | This process will create a new fee for every student that is in a Master Schedule section that has a fee attached to that section. Fees will have previously been posted in the columns in the Master Schedule. | + | 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 columns in the Master Schedule. |
| + | |||
| + | '''Fee Name''' - This will only work for class fees and you can't change to another kind of fee. | ||
| + | |||
| + | '''Received Date''' - Choose your received date. | ||
| + | |||
| + | '''Due Date''' - Choose your due date. | ||
| + | |||
| + | This will also save the year, course name and section number in the fee comment. | ||
| + | |||
| + | Click '''OK'''. | ||
Revision as of 08:57, 23 August 2016
This program lets you load a fee to a group of students at a time.
On the left navigation panel, select Student Master, Loaders, and Fees Auto Loader .
Setup Box Options
To find definitions for standard setup values, follow this link: Standard Setup Options.
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.
Click Next
On the next page you will have the option to add a fee, delete a fee or create fees from the Master Schedule.
Add a Fee
Only one fee can be added at a time.
Fee Name - The name of the fee. The fee is chosen from a drop down box.
Fee Amount - The amount of the fee.
Received Date - Accounts receivable date.
Pay Plan - Payment plan for the fee. Choose from the drop down box if you choose a payment plan.
Due Date - The date the fee is due.
Comment - Comment about the fee.
Back - If you need to go back and change something on the previous setup page.
Click OK.
Delete a Fee
Fee Name - Choose a fee name from the pick box that you want to delete.
Received Date - Choose your received date.
Create a Fee from the Master Schedule
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 columns in the Master Schedule.
Fee Name - This will only work for class fees and you can't change to another kind of fee.
Received Date - Choose your received date.
Due Date - Choose your due date.
This will also save the year, course name and section number in the fee comment.
Click OK.
Based on the setup pages, a list of students with the fee and the amount chosen will be generated.
Print Options
To find the print instructions, follow this link: Standard Print Options.
