Assign or Edit a Fee

You can assign a fee to a student or edit an existing fee.

Prerequisites

You must have:

  • Common - Student - View authorization

  • To assign a fee, Academics - Student Enrollment Period Fee - New authorization and the student must be enrolled

  • To edit a fee, Academics - Student Enrollment Period Fee - Edit authorization

Access Method

Select the Students tile > select the name in the Students list > expand Academic Records > select the Fees tile.

Procedure to Assign or Edit a Fee

  1. Verify that the program version is correct. If not, select the specific program version in the Program Version drop-down list.

  2. If you want to: 

    • Assign a fee, select the New button

    • Edit a fee, select the fee in the list

  3. Specify the following values.

    Academic YearClosed The academic year configured by your institution.

    AmountClosed The amount in dollars.

    BilledClosed Use the Billed check box to have the fees gathered or not gathered based on the following rules: - If you select both the Billed check box and the One Time Fee check box, fees will not be gathered when you run registration billing. - If you select only the Billed check box and clear the One Time Fee check box, fees will not be gathered when you run registration billing. - If you do not select Billed, fees will be gathered when you run registration billing.

    DescriptionClosed Text field that institutions can use to add custom descriptions to identify certain course fees.

    One Time FeeClosed Indicates the fees is a one-time payment.

    TermClosed Available terms with start and end dates for each term.

    Term SequenceClosed The term sequence number associated with the student's SAP evaluation.

    TransactionClosed The transaction name and code associated with the enrollment charges paid by the student.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Close, select the Save & Close button