Create a fee type

To add a new fee to a person or group of people, you must create a fee type.

Example: You might create a Hockey Uniform or Art Supplies fee type.

You can also delete a fee type.

To add a fee type:

  1. Log on to the District or School view.
  2. Do one of the following:
    • In the School view: Select School > Cashier's Office > Fee Types.
  • The Fee Types page appears.
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  1. Select Options > Add. The New Reference Code page appears.
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  1. Use the following table to complete the fields:
  • Field Description

    Code

    Type the name of the fee as it will appear in the Code column on the Fee Types page.

    Description

    Type a brief description of the fee type.

    Default Amount

    Type the fee amount as it will appear by default. The default fee can be modified when adding a fee.

    Default Quantity

    Type the quantity as it will appear by default. The default quantity can be modified when adding a fee.

    State Tax

    Type the state tax amount per single fee.

    Federal Tax

    Type the federal tax amount per single fee.

    Local Tax

    Type the local tax amount per single fee.

    GL Account Type

    Click this drop-down to select the accounting ledger for the fee.

    Owner

    Click Search icon.. The Organizations Pick List appears. Click the Owner type drop-down, and select the type of organization that you would like to own the fee type. The pick list below refreshes to display all available organizations of that type based on the view you are logged on to and your privileges. Search for and select the specific organization you would like to own the fee type. Click OK.

    Is a category?

    Select this checkbox if you want this code to be a category that contains subcodes you define within it.

    Example: You create a Hockey Uniform fee type, and make it a category by enabling this field. Then, you create the parts of the uniform as its subcodes. Or, you create a category for a particular class, and then add all of the necessary books and supplies as subcodes.

    Notes:

    • These categories work as same as reference codes.

    • If you delete a category, the system does not automatically delete the codes within that category. It then lists them outside the category as single codes.

    Category

    Select the category you want this fee type to be part of. If this code is not part of a category, leave the field blank.

    Example: You created a Hockey Uniform fee type and enabled Is a category?. When you create the Helmet rental fee type, you would select Hockey Uniform from this drop-down.
  1. Click Save.

To delete a fee type:

  1. On the Fee Types page, select the checkbox in the row of the fee type you want to delete.
  2. On the Options menu, click Delete.
  3. Click OK to confirm the deletion.