Difference between revisions of "Fee List"

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#Select '''Fee List''' and the Setup Box will appear.
 
#Select '''Fee List''' and the Setup Box will appear.
 
#Click '''Ok''' to move to the next screen.
 
#Click '''Ok''' to move to the next screen.
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#If you need instructions for setup values to be used, follow the link for '''[[standard setup options]]'''.
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#The next item is not found on the standard setup options document.
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'''Setup Box Options'''
 
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#'''Year'''--Defaults to the current school year.
 
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#'''District and School'''--Defaults to your district and school based on your security settings.
 
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#'''As-of-Date'''--Students enrolled on or before this date with no exit/leave date will be considered active
 
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#'''Grade'''--To select all students either leave the field blank or click in the field and select the check box at the top of the list. To select one or more (but not all) students click the check box by the name(s).
 
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#'''Gender'''--To select all Genders either leave the field blank or click in the field and select the check box at the top of the list. To select one click the check box by the gender.  
 
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#'''Ethnic'''--To select all Ethnics either leave the field blank or click in the field and select the check box at the top of the list. To print one or more (but not all) ethnics click the check box by the ethnicity.
 
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#'''Fee'''--To select all Fees either leave the field blank or click in the field and select the check box at the top of the list. To print the list of students that owe one or more (but not all) fees click the check box by each fee you want to include on the report.
 
 
#'''Show Comments'''--Place a check in the box to have the Comments column show up in your report.  The actual comments are added in the Student Master from the Sports & Fees tab.  
 
#'''Show Comments'''--Place a check in the box to have the Comments column show up in your report.  The actual comments are added in the Student Master from the Sports & Fees tab.  
 
#Click '''Ok''' to move to the next screen.
 
#Click '''Ok''' to move to the next screen.

Revision as of 07:23, 7 April 2014

Video How-to

Fee List video


How to

These instructions will provide a list of students who owe fees for one or more types of fees.

  1. Select Lists under the Student Master area on the left of the screen.
  2. Select Fee List and the Setup Box will appear.
  3. Click Ok to move to the next screen.
  4. If you need instructions for setup values to be used, follow the link for standard setup options.
  5. The next item is not found on the standard setup options document.
  6. Show Comments--Place a check in the box to have the Comments column show up in your report. The actual comments are added in the Student Master from the Sports & Fees tab.
  7. Click Ok to move to the next screen.


Definitions of Column Headers

Name--Name of students who owe fee(s)
Sidno--Local student ID number
Homeroom--Homeroom teacher to which the student has been assigned
XXX--3-letter abbreviation(s) of the code(s) requested for the report; hover the mouse over the column header to obtain an explanation of the abbreviation; the number of columns will vary based on the number of fees selected in the setup box
Fees Due--The total fees owed by the student based on the fees selected on the setup box.


To Print this report

  1. Click the Print button at the bottom of the screen.
  2. A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
  3. Click the print button on this popup and a print preview window will appear.
  4. To get the print icon on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons. Click the print icon at the right end of this rectangle. Another print preview will appear; click the print button at the top left to print the report. Close the print preview.
  5. Sorting and other data manipulations are explained in the following link: List Programs Instructions/Video
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