DOCS

Student Fees-Account Histories

When questions arise about a students account and changes that may have taken place or discrepancies about amounts owed/paid, the first place to look is the student’s account histories.

Removing Fees from a Payment Plan

Individual items can be removed from a payment plan if required.  Typically, fees should only be removed from a payment plan if the parent is making a full payment for that fee or the...

Remove a Payment Plan After Payments are Made

Payment plans function like no interest loans.  When a plan is added to an account, applicable school fees are considered paid and payment plan installments are setup with corresponding negative paid amounts.  To remove...

Remove a Payment Plan Before Payments are Made

Payment plans function like no interest loans.  When a plan is added to an account, applicable school fees are considered paid and payment plan installments are setup with corresponding negative paid amounts.  To remove...

Making a Payment

Accepting a Payment to a Student Account will put the funds into the correct GL Accounts and will mark the Fee as paid.Student Center > Find Students > Double-Click Student > Record Payment

Finding and Viewing a Student Account

Main Console > Student Center > Find Student > Double-Click Student From the Main Console: Select ‘Student Center’. Click the ‘Find Student’ menu item from the side bar menu to open the ‘Find Student’...

Editing a Student Fee Assessment

Bookkeepers may need to use the Edit Fee function to adjust fines.  The function can also be used if a user would like to zero out a fee but leave the line item on...

Closing a User-Initiated Batch

From time to time, all Batches should be closed.Closing a Batch stops all transactions within the Batch and prevents more transactions from being allocated to it.

Viewing the Entry Details of a Batch

Batch Center > Batches > Select Specific Batch > View From Batches: Select the specific Batch from the list of Batches. Click the ‘View’ menu item from the side bar menu to open the...