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Fee Categories

Fee categories are used as an organizational tool to group fee types. The fee category indicates the manner in which fee types are assessed. 

Using the School fee category, you can create school enrollment fees that are automatically assessed at the school level when a student enrolls in school. Using the Course fee category, you can create course enrollment fees that are automatically assessed at the course level when a student enrolls in a course.

In addition, you can create as many other fee categories as your district needs. These other fee categories are called Student fees and are assessed manually for an individual student or for a group of students. Once you have finished creating the fee categories you will need, you can then create fee types using those fee categories.

A third non-editable fee category called Start of Year Balance, or SOY Balance, may appear if balances have been transferred using the End-of-Year process or if you have performed the Fee Conversion. You cannot associate fee types to this category, nor can you create fees using it. This information acts "behind the scenes" and appears on the student Fee Transactions page.

Manage Fee Categories

  1. On the start page, choose District under Setup in the main menu. 

  2. Under Fees, click Fee Categories

  3. Click New

  4. Enter the name of the fee category in the Fee Category field, such as Field Trip.

  5. Click Submit

To edit the name of a fee category, select the fee category you want to update, make the necessary changes, and click Submit.

Once you have created a fee category, later you may find it necessary to delete it. If so, you can delete it. Note, however, it is recommended that you do not delete or modify the default fee categories. If you delete a fee category, you must then update any fee record containing that category and select a new category. Transaction records already created are not affected. To delete a fee category, click the fee category and click Delete.

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