Fee heads

What it is

The separate items fees are made of, such as tuition or transport.

Why it matters

Lets each part of a fee be priced, reported and taxed on its own.

When to use it

Finance staff set these up once; fee structures then use them.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Fee heads.

What you see

Fee heads · click the picture to enlarge

• The list has these columns: Code, Name, Category, Order, Taxable, Refundable, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• Set order — does what it says on the button.
• New fee head — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New fee head button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Fee heads · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this fee, such as TUI for tuition. Must be unique.
Name *	text	The name of the fee as parents will see it, such as Tuition.
Description	long text	A short explanation of what this fee covers. Optional.
Category *	choose	Pick the group this fee belongs to, such as transport or canteen.
Allocation order	number	A number setting which fee is paid first. Lower numbers are paid first.
Income account	choose	Pick the account where money from this fee is recorded.
Taxable	switch	Tick if tax must be charged on this fee.
Tax group	choose	Pick the tax rule that applies to this fee, if it is taxable.
Refundable	switch	Tick if this fee can be paid back to the parent in some cases.
Optional	switch	Tick if families can choose whether to pay this fee.
Active	switch	Tick to use this fee. Untick to hide it from new billing.
Derived from	choose	Pick the fee this one is calculated from, if any. Otherwise leave blank.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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