Bulk Assign or Void Course Fees
PATH: Fees > Course Fee Wizard > Create Fee Assignments
- Select the Create Fee Assignments Mode.
- Click the Next button.
- Enter a Due Date, if desired.
- Select a Calendar(s) for which to post fees.
- Indicate the Term to consult for posting fees. This field is required.
- Select the Fee(s) to be posted to students' fees tabs.
- Click the Next button.
- Enter the Number of Days, if desired. See the table above for an explanation of this field.
- Enter Comments to be attached to the transaction.
- Click the Preview button to review the transaction.A Course Fee Wizard Report will appear in PDF format listing what fees will be assigned to students.
- If satisfied with the results of the Preview, click the Run button. This will post the fees to the student's Fees tab. A summary report will generate in PDF format in another window or tab listing the details of the transaction.
Make sure you are on the correct school year.
Click Index
Click Fees
Click Course Fee Wizard
Select your Mode (for this example we are creating a fee assignment)
Click Next
Clicking Next brings you to the following steps/screen:
Create New Fee By Course List View
- The date is not mandatory. The date can be past or present.
- You must select the appropriate calendar, it is not pre-selected. If you do not select the calendar the terms will not populate.
- You must select the appropriate term(s). If you do not select at least one term the course will not populate.
- Select to show the fee list by course.
- You must make a selection. If you do not make at least one selection the next button will not appear.
- Click next.
Create New Fee By Fee List View
- The date is not mandatory. The date can be past or present.
- You must select the appropriate calendar, it is not pre-selected. If you do not select the calendar the terms will not populate.
- You must select the appropriate term(s). If you do not select at least one term the course will not populate.
- Select to show the fee list by fee.
- You must make a selection. If you do not make at least one selection the next button will not appear.
- Click next.
Clicking Next brings you to the following steps/screen:
This . If this field is left blank the fee will be assessed to all students active or withdrawn.
Insert Report Preview