1. Adding Fees

Adding Fees to the Fees Tab Figure a. Search Panel Programme Component Intake Enrolment Student

Adding Fees to the Fees Tab

Fees added to a Programme or Component are propagated to the corresponding Intakes and Enrolments, sequentially.

However, you can add fees directly to the Intake and Enrolment, too.

Note: The process to add fees to Objects (Programme, Component, Intake and Enrolment), is identical.
The Search Panel features across all Object Indices (see Figure a.).

Figure a. Search Panel

Use the Basic Search and/or the Advanced Search features to navigate an Index quickly.

Programme

Select a Programme from the Programme Index.

Screenshot: Figure 1i. Navigate to Curriculum > Curriculum Index — Figure 1i. Navigate to Curriculum > Curriculum Index

On the Fees tab, click the "+Add" button.

Screenshot: Figure 1ii. Click the "+Add" Button on the Fees Tab — Figure 1ii. Click the "+Add" Button on the Fees Tab

Provide the necessary details, as indicated by red asterisks. Please also note that you can apply a tax rate against the specified fee amount. This is set as 15% by default, but you can edit the percentage number (Settings > Account). Fee type and category also have default options, but you can add other custom values (Settings > Lookup Data).

Screenshot: Figure 1iii. Provide Required Details and Save — Figure 1iii. Provide Required Details and Save

Edit Fee details and delete Fee lines added to the Fees tab.

Screenshot: Figure 1iv. View Programme Fee Lines — Figure 1iv. View Programme Fee Lines

Component

Select a Component from the Component Index.

Screenshot: Figure 2i. Navigate to Curriculum > Curriculum Index — Figure 2i. Navigate to Curriculum > Curriculum Index

On the Fees tab, click the "+Add" button.

Screenshot: Figure 2ii. Click the "+Add" Button on the Fees Tab — Figure 2ii. Click the "+Add" Button on the Fees Tab

Screenshot: Figure 2iii. Provide Required Details and Save — Figure 2iii. Provide Required Details and Save

Intake

Select an Intake from the Intake Index (red). Use the Basic Search or Advanced Search (orange) to quickly filter the index.

Indicate the specific Intake Component the fee is applied against, then provide the necessary details, as indicated by red asterisks. Please also note that you can apply a tax rate against the specified fee amount. This is set as 15% by default, but you can edit the percentage number (Settings > Account). Fee type and category also have default options, but you can add other custom values (Settings > Lookup Data).

Screenshot: Figure 3iii. Provide Required Details and Save — Figure 3iii. Provide Required Details and Save

Enrolment

Click the purple cog icon in the top right of the Fees tab. You will see an option to add a Fee line (red).

Screenshot: Figure 4ii. Click the "Add Fee" Button on the Fees Tab — Figure 4ii. Click the "Add Fee" Button on the Fees Tab

Screenshot: Figure 4iii. Provide Required Details and Save — Figure 4iii. Provide Required Details and Save

Student

If you have a fee to add that isn't necessarily linked to an enrolment, e.g. a library card fee, you should add a fee line on the student level, as below.

Note: You can create and view invoices, credit notes and debit here, too. Please see our subsequent articles on these later in this section.