Difference between revisions of "Fees Auto Loader"
| Line 49: | Line 49: | ||
'''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. | '''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. | ||
| + | |||
| + | '''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list. | ||
'''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program. | '''Program'''- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program. | ||
| Line 57: | Line 59: | ||
'''Next''' - Click to advance. | '''Next''' - Click to advance. | ||
| − | |||
'''[[Creating a Fee]]''' | '''[[Creating a Fee]]''' | ||
| − | |||
'''[[Delete a Fee]]''' | '''[[Delete a Fee]]''' | ||
| − | |||
'''[[Create Fee(s) From Master Schedule]]''' | '''[[Create Fee(s) From Master Schedule]]''' | ||
Revision as of 07:26, 6 May 2022
This program provides the user a way to add, delete or create a new fee and also add from the Master Schedule Editor to a group of students at a time.
Menu Location
On the left navigation panel, select Student Master > Loaders > Fees Auto Loader.
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 the user’s security settings. The user will be limited to their district only.
School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
Gender - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
Students - This will generate a list of students to select from.
Homeroom - This will generate a list of homeroom teachers to be able to filter the report by homeroom teacher.
Team - Leave blank if all team names are to be included into the report. Otherwise, choose the desired team.
As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.
Special Ed:
All - Select to view all student's.
Sped Only - Select to view only Sped student's.
Non Sped - Select to view only non Sped student's.
504:
All - Select to view all student's.
504 Only - Select to view only 504 student's.
Non 504 - Select to view only non 504 student's.
Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
Custom Codes - Select the Custom Codes created in the Custom Code Management to filter the student list.
Program- Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program.
Club - Leave blank if all clubs are to be included into the report. Otherwise, choose the desired club.
Sport - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport.
Next - Click to advance.
Create Fee(s) From Master Schedule
Main
Sch - Student's school site number of enrollment.
Student Name - Student's full name.
SIDNO - Student's identification number.
Fee Name - Name of fee.
Fee Amount - Amount of the fee.
Received Date - Accounts receivable date .
Pay Plan - Fee payment plan.
Due Date - Fee due date.
Comments - Fee comments.
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Bottom
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.
Delete - Delete selected records when 'Delete' is chosen from the second setupbox window. This list displays only records with NO payment history.
