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.
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).
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.
The Exempt status is determined during the fee request process using the Fee Request Form.
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:
