Fee Group Page
On this page:
Use this page to add or change the fee groups for billing students in your building. You can also copy a fee group.
Tip
If you need to charge students for additional fees related to a fee group after you have billed students, create a new fee group for the same activity, course, or Registration criteria. If you add fees or change fees, those changes will be applied to students who are billed the next time the Create Billed Items option is run. Change are not pushed out to students who were previously billed for the group and the Create Billed Items option does not bill a student again for the same fee group to update fees.
View fee groups
- Select Administration > Fees Setup > Setup > Fee Groups.
- If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
- On the Search Results panel, click the fee group's link.
Add fee groups
- Select Administration > Fees Setup > Setup > Fee Groups.
- Click Add at the top right of the Fee Group Search page.
- On the Group Information panel, enter the group's basic information.
- If you are creating a group for the S - Student fee type, the Filter panel displays. Enter criteria to select the students who will be included in the group.
- On the Fee Items panel, select a Fee Code, then complete the fee item's additional fields as needed. Repeat this for each fee item to include in the group.
- To add a textbook that is not currently in the Textbooks table, click (Additional options) on the Fee Items panel, then select Add Textbook. For details, refer below to the Add Textbooks procedure.
- After completing the fee items and saving the group, you can arrange the items in priority order by re-ordering a group's fee items.
- Click Save.
Change fee groups
Tip
If you need to charge students for additional fees related to a fee group after you have billed students, create a new fee group for the same activity, course, or Registration criteria. If you add fees or change fees, those changes will be applied to students who are billed the next time the Create Billed Items option is run. Change are not pushed out to students who were previously billed for the group and the Create Billed Items option does not bill a student again for the same fee group to update fees.
- Select Administration > Fees Setup > Setup > Fee Groups.
- If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
- On the Search Results panel, click the fee group's link.
- On the Fee Group page, change the field values as needed.
- To reorder a fee item, click the tab to the left of the Fee Code and drag to the desired location.
- Click Save.
Add textbooks
This procedure applies when you are adding or changing a fee group and need to add a fee for a textbook that is not in the Textbooks table.
- On the Fee Items panel, click (Additional options), then select Add Textbook. The Add Textbook window displays.
- Complete the window's fields. For field descriptions, refer to Textbooks Page.
- Click Save to add the textbook to the Textbooks table.
The Textbook page displays.
Delete fee groups
- Select Administration > Fees Setup > Setup > Fee Groups.
- If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
- On the Fee Group Search page, select the (Delete) checkbox of each group to delete.
The checkbox displays only for groups that are not in use. - Click Save.
- Click Yes to delete the groups.
Fields
Group Information Panel
Field | Description |
---|---|
Building | Building that charges the fee for this fee item. |
Fee Group Code | Unique identifier for the fee group. Character/10 |
Description | Description of the fee group. Character/255 |
Fee Type | Select whether the fee group is charged based on courses, activities, or student information. Select: A - Activity - to specify that the fees apply to students based on participation in an activity as defined on the Activity Detail page. For example, students in the marching band are charged a uniform rental fee. |
Use Reduced Rate | Checked if reduced rates should be applied when fees are charged for the fee group. Reduced rates allow your building to bill reduced fees for students who are disadvantaged. Your building administrator defines the criteria to determine that a student should be billed at a reduced rate and indicates the rate of the discount. For example, students who have a meal status that indicates they receive free meals may get a 90% discount from the standard fee for participation of activities. For related information, refer to Reducing Rates for Disadvantaged Children. |
Frequency | Determines how often students in this fee group should be charged. Select: C - Every Course Added - to charge a student fees in this fee group every time the course is added to the student's schedule. For example, students are charged the fees for the course again if they had previously dropped the course, but then re-added the course to their schedule. This option is available only for course fee groups. |
Course | Select the course for which the fees in this fee group apply. Students enrolled in the selected course will be charged for the associated fees. This field can be accessed only for a Fee Type of C - Course. |
Activity | Select the activity for which the fees in this fee group apply. Students participating in the selected activity will be charged for the associated fees. This field can be accessed only for a Fee Type of A - Activity. |
Filter Panel
This panel displays only for the D - Debit and S - Student fee types.
Use the filter fields to select students who will be charged for the group's fee items. You can select students based on Demographic information, date tracked fields, and Demographic district-defined fields.
Fee Items Panel
Add fee items by selecting a Fee Code, then completing the row's additional fields. When you select a Fee Code, a new row displays for adding another item.
After you save the fee group, you can reorder fee items by clicking and holding the tab to the left of a row's fee code, then dragging the row to the desired location.
Field | Description |
---|---|
Fee Code | Select the fee for which students should be charged. The list of fee items only includes fees defined with a fee type that matches the fee type selected for the fee group. For example, if you are defining the fees for a course fee group, only fee items identified as course fees are listed. For more information on fee items, refer to the Fee Items Page. |
Textbook | Select a textbook. When you select a textbook, the unit cost and description for the textbook default for the fee. To create and add a new textbook, click (Additional options) on the Fee Items panel, then select Add Textbook to display the Add Textbook window. For the procedure, refer to Add textbooks. |
Description | A description of the fee item. The fee item's description defaults, but can be changed. Character/255 |
Quantity | Number of units to bill for the fee item. For example, enter 2 if students are charged for two gym uniforms. |
Unit Cost | Cost per unit of the fee item. If you selected a textbook, the unit cost from the textbook defaults. |
Total Cost | The total amount that students will be billed for the fee. Total Cost = Quantity x Unit Amount. |
Prorate | Checked if this fee can be prorated if students add the course after the course starts, drop the course, or are resolved out of one or more marking periods of the course. This field displays only for course fee groups. For more information on how course fees are prorated, refer to the Fees Building Configuration Page. |
Staff Restriction | If a fee should be charged only to students enrolled in sections of the course taught by a specific teacher, select the teacher where the fee applies. This field displays only for course fee groups. |
Section Restriction | If a fee should be charged only to students enrolled in a specific section of the course, select the section where the fee applies. This field displays only for course fee groups. |
Comment | Text regarding the fee item. Character/255 |
(Delete) | To delete a fee item, select the row's Delete checkbox. The item will be deleted when you click Save to save the fee group. |