A. Adding Fees

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    1. Search for an existing ledger item or create a new one if the search is unsuccessful. (All students registered thru the public sites will have a ledger item created automatically.)

     

    1. To add a fee to an existing ledger item you can either search for the ledger by entering in student criteria and performing a search or switch tabs to find a ledger by payer criteria. Enter in the preferred search criteria and Click the “Search” button. The search results will be shown on a grid below the search criteria. Click the magnifying glass icon to open the ledger item.

     

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    1. To add a fee without an existing ledger Click the “New Ledger” button. This will create and save a new ledger item.

     

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    1. To add a student fee Click the “Add Fee” button. Note: If you do not wish to add a fee at this time and the ledger item is empty then delete the ledger item.

     

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    1. If you know the student id enter it in the StudentID textbox, enter their fee and skip to Step7. If you don’t know the student’s id Click the Binocular image.

     

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    1. Since this is a new ledger item Click the “Advanced Search” link. A student search page will open in a new browser window. (If this ledger item already contained student fees, then the popup would contain students in the same class of the first student in the ledger detail.)

     

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    1. Enter the student search criteria and Click the “Search” button. A list of matching students will appear in the search results.

     

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    1. Select the radio button of the matching student in the search results and Click the “Insert” button. This will insert the student’s id and fee into the new fee dialog.

     

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    1. Select the Fee Type, type in a note if desired and Click the “Save” button. (Note: A student cannot be contained in more than one ledger item. If you try to save a student fee and that student is contained in another ledger item you will get an error message.)

     

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    1. A fee has been added to the ledger item. To add additional fees repeat steps 2-7.

     

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