Create Fee Assignments (Fees Wizard)
PATH: Fees > Fees Wizard > Create Fee Assignments
Mode Selection:
- Select the Create Fee Assignment Mode from the main Fees Wizard Page.
- Click the Next button. The Create New Fees editor screen displays.
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The Fee Wizard Logs is a list of all fees created at your building. |
Create New Fees:
- Enter a Due Date for the fee. Dates are entered in mmddyy format or use the calendar icon to select a date. If there is not a due date, or the due date is unknown, leave this field blank.
Select the Fee to assign to the student(s).
Info title Optional Fees 
- Optional fees are selected by the Parent in the Fees area of the Parent Portal.
- Instructions for making an optional purchases can be found here => Making Online Payments - Fees/Fines
- If the student can be exempt from making a payment for this fee, mark the Exempt checkbox.
- Select the Calendar.
- Select the Students either by Grade Level or an Ad Hoc Filter.
- Enter any Comments related to this fee assignment.
- Click the Preview button. A Fee Wizard Report displays in a new browser window, listing the students who will be assigned the selected fee.
- Return to the Fees Wizard screen and select Run Wizard to assign the fees.
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The Exempt status is determined during the fee request process using the Fee Request Form. |
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Fees will not be assigned to a student until the Run Wizard button is selected. The Fee Wizard Report will display in a new browser window. Once Run Wizard is selected, the fees have been assigned to the selected students. |
Fee Wizard Report sample:
Assigned Fees are visible on the student's Fees tab. A Fee Wizard log entry is also created and visible from the first page of the Fees Wizard.
Students Fees Tab sample:
