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Create Fee Assignments (Fees Wizard)
Mode Selection:
PATH: Fees > Fees Wizard
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 Image Removed
- 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. The Exempt status is determined during the fee request process using the Fee Request Form.
Select the Calendar.
Select the Students
eitherby 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. The Fees have Not been added until you:
Return to the Fees Wizard
screentab and select Run Wizard to assign the fees.
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Optional Fees These fees are selected by the Parent in the Fees area of the Parent Portal. Do not apply Optional Fees using this Fees Wizard. Instructions for making an Optional purchase can be found here => Making Online Payments - Fees/Fines |
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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. |
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A Fee Wizard log entry is also created and visible from the first page of the Fees Wizard. Assigned Fees are visible on each of the student's Fees tab.
Students Fees Tab