Post Charge for Individual Student by Quick Post

These pages can be used to post fees not posted by the Tuition Calculation process, like PE T-Shirt, CCA Fund etc, to the student's account. This process can charge fees to be posted for each of the individual students.

• Post Transactions by Quick Post
• Verify the Calculated Fees

Post Transactions by Quick Post

This function will be used to post fees manually to the student account. This function doesn't need any approvals.

Roles Involved: Class Teacher or School Finance Officer

1. Navigate to Main Menu > Student Financials > Tuition and Fees > Charges and Payments > Post Student Transactions.

2. In the Add a New Value tab, enter the required values in the Business Unit, Student ID, Account Types and Item Type fields.

Required Fields:

• Business Unit: MOE01

• ID: Student ID

• Account Type:

• Item Type:




Note: Make sure the required fields are not empty: Business Unit, ID, Account Type and Item Type.

Note: When selecting the Item Type, ensure that you select the item type according to the level of the student. E.g. If the student is a primary school student, select item types for primary school. If the student is a secondary school student, select the item types for secondary schools etc.

3. Click on the Add button.

4. You will be directed to the Post Student Transaction page.

5. Enter the required values in the Amount, Term, Item Effective Date and Due Date fields.

Description:

• New Transactions: Click to enter a new transaction.

• Post: Click to post the entered transaction.

• Amount: Enter the item amount. Click the Currency Detail link to specify the exchange rate.

• Term: Enter the term for which you want to post this transaction.

• Reference Number: Enter an optional reference number to track the transaction.

• Item Effective Date: Enter the date on which the transaction becomes active. The default is the current date.

• Due Date: Optionally, enter a due date if the transaction is a charge.

• Student Accounts: Click this link to access the Student Accounts page.

• Academic Information: Click this link to access the Academic Information page.

• Payment Details: Click this link to access the Payment Details page.




Required Fields:

• Amount

• Term

• Item Effective Date

• Due Date




Note: Make sure the required fields are not empty: Amount, Term, Item Effective Date and Due Date.

Note: Once posted, all the fields will be greyed out.

6. Click on the Post button.

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Verify the Calculated Fees

Once the fees is posted, the Class Teacher can verify the fees posted to the student account.

Roles Involved: Class Teacher or School Finance Officer or School Admin - Billing

1. Navigate to Main Menu > Student Financials > View Customer Accounts.

2. In the Find an Existing Value tab, enter the required values in the Business Unit and Student ID fields.

Note: The magnifying glass can be used to search for the student.

3. Click on the Search button next to search for the student account.

Note: The Customer Account will display all charges and payments posted in the student's account.

4. Click on the Account Details link to view the details of the transactions.

5. Click on the Item Details link to view the details of the transactions.

6. The fees that is charged to the student will be shown.

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