Create and Manage Fees

Overview

Create student fees, search the fee list, and open fee records for details, edits, or follow-up actions based on your permissions.

Prerequisites

• You can access /Fees/Index.
• You have New Fee access to create records.
• Students and optional account codes are available for selection.

Step-by-step Procedure

1. Open /Fees/Index.
2. Use fee filters:
   • Fee Status: Active, Inactive
   • Classification: Required, Optional
   • Fee Details: Search description, Student name, Min Amount, Max Amount
3. Select Search to reload the table, or Reset to clear filters.
4. Select New Fee to open /Fees/Create.
5. Complete Create New Fee fields:
   • Fee Information: Description, Amount, Comments, Classification
   • Student Assignment: choose a value from -- Select Student -- (required)
   • Account Codes: optional values
   • Status: Active toggle
6. Optional: choose a fee template in Fee Template and apply template defaults.
7. Select Create Fee.
8. Return to /Fees/Index and verify the new fee appears in results.

Variations / Branching Flows

• Template-driven creation:

Select a template to auto-populate description, amount, and account codes.

• Override behavior:

If your role supports it, enable Allow template value overrides and provide Override Reason when overriding template values.

• Dashboard-driven creation:

From /Dashboard/Index, New Student Fee opens /Fees/Create with or without a studentId parameter depending on student selection.

Expected Outcomes

• A new fee is created and visible in the fees table.
• Classification and status render as configured in the list.
• Fee details can be opened from the table action links.

Troubleshooting / Edge Cases

• Missing required values: validation blocks save and shows errors in the form summary and field-level messages.
• Student not selected: save fails because student assignment is required.
• Template appears locked: your role may not permit template overrides.
• No results on list page: clear filters and rerun search.

Related Workflows

• Adjust Fees After Payment (with Justification)
• Record and Manage Payments
• Use Dashboard Quick Actions