fees management. affton school district ~ converted to ps jan 2008 becky blake – rogers middle...

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Fees Management

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Page 1: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Fees Management

Page 2: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

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

Page 3: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

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 - transferredduring end of year process

• Manually Assessed• Student Fees - Field Trips, Library Fines, etc.• Can be assessed individually or for a group

Page 4: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Fee Types

Page 5: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Fee Functions

Page 6: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

New Fee

Page 7: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

New Transaction

Page 8: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Adding a fee to an individual student

• Choose a student

• From the left menu, choose Fee Transactions

Page 9: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Select a Fee from the drop down menu

Page 10: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

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 #

Page 11: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

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

Page 12: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

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

Page 13: Fees Management. Affton School District ~ Converted to PS Jan 2008 Becky Blake – Rogers Middle School, Registrar and Secretary to the Assistant Principal

Questions?

• We’ll be happy to answer any questions

• Becky Blake, 314-633-5973 [email protected]

• Samantha Kurtzeborn, 314-633-5924 [email protected]