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changes.mady.by.user Debby Descheneau

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Click 

  • Make sure you are on the correct school year.

  • Click Index

  • Click Fees

    • Bulk Assign or Void Course Fees

    PATH: Fees > Course Fee Wizard

  • Select your Mode (for this example we are creating a fee assignment)

  • Click Next

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    Clicking Next brings you to the following steps/screen: 

    Create New Fee By Course List View

    1. The date is not mandatory. The date can be past or present.
    2. You must select the appropriate calendar, it is not pre-selected. If you do not select the calendar the terms will not populate.
    3. You must select the appropriate term(s). If you do not select at least one term the course will not populate.
    4. Select to show the fee list by course.
    5. You must make a selection. If you do not make at least one selection the next button will not appear.
    6. Click next.

    Create New Fee By Fee List View

    1. The date is not mandatory. The date can be past or present.
    2. You must select the appropriate calendar, it is not pre-selected. If you do not select the calendar the terms will not populate.
    3. You must select the appropriate term(s). If you do not select at least one term the course will not populate.
    4. Select to show the fee list by fee.
    5. You must make a selection. If you do not make at least one selection the next button will not appear.
    6. Click next.
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    Clicking Next brings you to the following steps/screen: 

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    This

    > Create Fee Assignments

    1. Select the Create Fee Assignments Mode.
    2. Click the Next button.
    3. Enter a Due Date, if desired.
    4. Select a Calendar(s) for which to post fees.
    5. Indicate the Term to consult for posting fees. This field is required.
    6. Select the Fee(s) to be posted to students' fees tabs.
    7. Click the Next button.
    8. Enter the Number of Days, if desired. See the Info section below for an explanation of this field.
    9. Enter Comments to be attached to the transaction.
    10. 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.
    11. 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.


    Info

    Number of Days: This field is used to indicate the number of days a student must have been enrolled in a course to be eligible for a fee assignment. For example, if a value of 5 is entered, students who withdrew after 4 days of enrollment will not be charged the fee.

    If this field is left blank the fee will be assessed to all students active or withdrawn.

    • When a student is scheduled into a course section after the start date of the course section, the number of days is compared to the days between the section end date (or term end date) and the date the student was scheduled into the course.
    • When a student ends enrollment in a course section, the number of days value is compared to the number of days the student was actively enrolled in the course section until the roster end date.
    • If this field is left blank, any student scheduled into a course section for any number of days will receive the fee assignment
    .
  • This field allows the user to attach comments to the fee assignment. Text in this field should be less than 255 characters.
  • Click Preview to view fees assigned.
    1. Click run to actually assign the fee
    • Insert Report Preview



    Info

    To Mass Void Course Fees follow the steps to create fee assignments but in step one select Void Course Fees. 

    Fees are only voided if a fee does not have any payments or adjustments made against them.


    Tip

    When voiding a fee assignment, the Fee ID column of the Summary Report is replaced by Assignment ID, indicating the identification number of the fee assignment voided.


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