Fee Types

Create a Fee Type for the different fees assessed by the school. Add each fee type under the appropriate Fee Category provided by the district.
For example:

Fee Types are set at the district and school levels. District fee types assigned to schools will be read-only at the school level. Newly added schools will receive all district fee types.

Navigation: District Management, Fees, Fee Types

Navigation: School Management, Fees, Fee Types

Add a Fee Type 

1. On the Fee Types page, click New.
   The New Fee Type Method page displays.

2. Enter the name of the fee type, such as Recreational.

3. Select the fee category you want to associate the fee type to from the dropdown menu, such as Field Trip.

4. Enter an explanation of the fee type, such as Excursions for entertainment.

5. Select the required general ledger code you want to associate the fee type to from the dropdown menu, such as Activity.
   General ledger codes are created using the GLCode Code Set at the district level.

6. If you are adding a fee type at the district level:

   1. Select All Schools if you want all schools within your district to have the newly created fee type.

   2. Select Schools if you want specific schools in your district to have the newly created fee type.

      1. Select Advanced school selection and choose the schools.

7. Click Save.
   The Fee Type page displays the new fee type.

Edit a Fee Type

1. On the Fee Types page, click the fee type method you want to edit.
   The Edit Fee Type page displays.

2. Edit the required information and click Submit. 
   The Fee Type page displays the edited fee type.

Delete a Fee Type

1. On the Fee Types page, click the fee type method you want to delete.
   The Edit Fee Type page displays.

2. Click Delete.

3. Click Confirm Delete.
   The selected fee type is deleted.

Rank Fee Types

After fee types are created, you can rank them in the order by which you want the fees to be paid. A lower value, such as 1, indicates the fee type that will be paid before a fee type with a higher value, such as 3. You can also assign a priority value of 0 for one-off fees, such as a specific event.

Priority values can be set so that school fee types can be positioned between district fee types. For example, district fee types may be assigned priorities such as 10, 20, and 30, allowing school fee types to use values like 11, 12, or 21.

1. On the Fee Types page enter a numeric value for each fee type indicating the order in which payments are to be distributed.

2. Click Submit.