Viewing Fees (Pre Oct 22,2020)
- Hover over Manage
- Click View Fees
- Use the available form fields to filter the list
Viewing Assets (Pre-Oct 22,2020)
Viewing Assets Hover over Manage Click View Assets Use the available form fields to filter the list
How to import fees
How to import fees from a CSV file: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Fees (Import / Update) button 4. The file selector page will open 5. Select the file you wish to import Note: You can download the Fees.csv sample file ...
Viewing Reports (Pre-Oct 22,2020)
Reports This one is easy! Click the Reports menu item Find the report you want to view Click the name of the report or the green arrow If you need a new report: Request a new report by entering a support request
Create/Manage Fee(s) (Pre-Oct 22,2020)
Manage Fee(s) Hover over Manage Click New Fee If blank, enter a Student ID Enter a description of the fee/Obligation Enter the amount in the 0.00 format. Enter an optional comment Select your account codes as needed Click green + (add) to create the ...
Create/Manage Item(s) (Pre-Oct 22,2020)
Manage Item(s) Hover over Manage Click New Item If blank, enter a Student ID Enter the item (serial ) number Create a title for the item Enter a condition Enter the amount in the 0.00 format Select the status Items that are checked out will not add ...