Fee Transaction Report

The Fee Transaction Report is a journal of fees student(s) paid during a selected date range.

Menu Location

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

Setup Options

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 your security settings. You will be limited to your district only.

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.

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.

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.

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.

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.

Active Only - This choice will list only those students who are actively enrolled as of the date selected in the date field.

OK - Click here to save your selections

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

Main

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

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

Setup - The user may change the settings previously selected for running the program.

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

Help - Takes you to the Help website for written instructions and instructional videos.

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