Difference between revisions of "Fee List"

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==main==
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[[File:mb408.png]]
  
 
===Column Headers===
 
===Column Headers===
  
[[File:fees list main.png]]
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'''School''' -  Site code of the school in which the student.
 
 
'''School''' -  Site code of the school in which the student
 
  
'''Last Name''' - Student's last name
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'''Last Name''' - Student's last name.
  
'''First Name''' - Student's first name
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'''First Name''' - Student's first name.
  
'''Middle Name''' - Student's middle name
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'''Middle Name''' - Student's middle name.
  
'''Sidno''' - Local ID of the student
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'''Sidno''' - Local ID of the student.
  
'''Grade''' - Student's grade of enrollment
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'''Grade''' - Student's grade of enrollment.
  
'''Homeroom''' - Student's homeroom teacher's name
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'''Homeroom''' - Student's homeroom teacher's name.
  
'''Fee Name''' - Name of fee
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'''Fee Name''' - Name of fee.
  
'''Due Date''' - Fee due date
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'''Due Date''' - Fee due date.
  
'''Fee Amount''' - Amount of the fee
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'''Fee Amount''' - Amount of the fee.
  
'''Last Pay Date''' - Date of last payment
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'''Last Pay Date''' - Date of last payment.
  
'''Amount Paid''' - Amount of last payment
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'''Amount Paid''' - Amount of last payment.
  
'''Due''' - Total amount due for fee
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'''Due''' - Total amount due for fee.
  
 
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
 
To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.

Revision as of 04:54, 5 April 2018

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

Mb406.png


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

Setup Options

Mb407.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.

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 show the 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 Fees Due Only - Shows only the Fees Due Column and not individual fees.

Show Fees Paid - Shows payments on fees.

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


OK - Click to continue.



main

Mb408.png

Column Headers

School - Site code of the school in which the student.

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.

Amount Paid - Amount of last payment.

Due - Total amount due for fee.

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

Bottom

Fees list bottom.png


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.



Student Master

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