Adjust Fees Posted Manually

This function allows the users to reverse charges posted manually from individual student's account. Also this process should only be used to reverse charges posted manually using Manual Group Post process and not charges posted using the automated tuition calculation process.

• Reverse Posted Charges
• Verify the Calculated Fees

Reverse Posted Charges

Roles Involved: Class Teacher or School Finance Officer

1. Navigate to Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Charge.

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

3. Click on the Search button.

4. You will be directed to the Charge Reversal page. Click on the Account Details link to view the details transactions.

5. On the Charge Detail page, this page shows fees with each item type that is charged to the student. Click on the Reverse button of which the fees that need to be reversed.

6. Enter the required values in the Item Effective Date and Description fields on the Reversal Detail page.

Note: Description or reason of the fees of why it is reversed or need to be updated.

7. Click on the OK button.

8. The fees charged to the student will be reversed.

↑ Back to Top

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 > Customer Account.

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

3. Click on the Search button 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 transactions.

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

↑ Back to Top