Money
What is charged, what is awarded, and what is owed.
14 steps · 10 questions · 6 screens on this shelf
The screens on this shelf
Records
Fee Schedule
What is charged, on what basis, and to which general ledger account.
Open
View
Student Billing
A term’s charges netted against aid. Issuing raises a real receivable in Accounting.
Open
Records
Financial Aid & Scholarships
Where aid money comes from and how much of each fund is left. Linked to funding sources in Budgeting.
Open
Records
Aid Awards
What was offered, accepted and disbursed. Accepted aid reduces the next bill.
Open
View
Overdue Student Bills
Every bill past its due date with money still open: how late, whether the student and finance were warned, its late fee and its hold. The late fee comes from the Fee Schedule (a fee of type Late), the hold from Alert Rules — neither is charged or placed unless the school has set one.
Open
View
Term Billing
Bill every enrolled student of a term — or of one programme in it — in one go. Preview first: who is billed, for how much, and who is passed over and why. A student already billed for the term is never billed twice.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.