Difference between revisions of "Fee List"

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[[File:fees list setup.png]]
 
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Revision as of 04:24, 22 February 2018

Overview

The Fee List program will allow the user 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

Fees list menu.png


On the left navigation panel, select > Student Master > Lists > Fee Lists.


Setup Options

Fees list setup.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.

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 - 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.

Gender - Gender of the student whose records are to be included on a report. Leave the field blank if both males and females are to be included.

Ethnic - Ethnicity of students whose records are to be included on a report. Leave the field blank if all ethnicities are to be included.

'Fee - Fee types to be included on the report. Leave the field blank if all fee types are to be included. Otherwise, click in the field to the right of Fee to select the desired fee

types to be included.

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.
Show Address: Selecting this option will included the following fields in the report:
  • Address 1: Line 1 of the student's mailing address.
  • Address 2: Line 2 of the student's mailing address.
  • City: The City for the student's mailing address.
  • State: The State for the student's mailing address.
  • Zip Code: The Zip Code for the student's mailing address.
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 Fees Due Only: Shows only the Fees Due Column and not individual fees.

Click the OK button at the bottom of the setup box to create the report once you are satisfied with your settings.


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

Other columns not listed in the common column list:

  • Fee Name: Name of the fee
  • Fee Amount: Amount of the fee
  • Last Pay Date: Date of last payment
  • Due: Total amount due for fee


Print Options To find the print instructions, follow this link: Standard Print Options.



Last Updated: 2015.05.20


Student Master

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