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Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal.

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Presentation on theme: "Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal."— Presentation transcript:

1 Fees Management

2 Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal Samantha Kurtzeborn – District Data Coordinator

3 Types of Fees Automatically Assessed School - assessed when a student enrolls Course - assessed when a student is scheduled for a certain course Balance Transfer SOY (Start of Year) Balance - transferred during end of year process Manually Assessed Student Fees - Field Trips, Library Fines, etc. Can be assessed individually or for a group

4 Fee Types

5 Fee Functions

6 New Fee

7 New Transaction

8 Adding a fee to an individual student Choose a student From the left menu, choose Fee Transactions

9 Select a Fee from the drop down menu

10 Enter a Description Enter a Fee amount Enter a Credit (payment) Choose a payment method from the drop down menu Enter a Reference # (like a check #) If the fee is related to a course, enter a course #

11 Searching for students by fees Students who are not related to a school fee record –*fee_id=noschool Students who are not related to a course fee record –*fee_id=nocourse Students who have at least one fee balance that is partially paid –*fee.fee_balance=partial Students with a fee balance greater than 0 –*fee_balance.balance>0 Students with a fee balance equal to 0 –*fee_balance.balance=0 Students with no fee balance record –*fee_balance.balance=null

12 A PDF file of the Fees Management User Guide obtained from the Pearson Website is included in your MOPSUG flash drive or shared drive. We hope you will find it helpful

13 Questions? We’ll be happy to answer any questions Becky Blake, 314-633-5973 eblake@affton.k12.mo.us Samantha Kurtzeborn, 314-633-5924 skurtzeborn@affton.k12.mo.us


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