Fee Type

Fee categories, linked to accounting topics.

A fee type is a fee category, for example Admission Fee. Fee types can be linked to accounting topics and are chosen during student admission.

Where it is used

  • Student admission
  • Accounting topics

The list page

Open Main Entry → Fee Type from the sidebar, or click the Fee Type card on the Main Entry dashboard.

Fee Type list page
Fee Type list page
  1. 1Add Fee Type opens the form in a panel on the right.
  2. 2Status: green Active or grey Inactive. It is read-only here; change it from the edit form.
  3. 3Edit (pencil) opens the same form with the record filled in.
  4. 4Delete (red bin) removes the record after a confirmation.
ColumnShows
SNRow number.
TypeThe fee type name.
TopicsAccounting topics linked to it, or No topics.
StatusActive or Inactive.
ActionsEdit and delete.

Known issue: search box

The search box on this page is shown but does not narrow the list yet. Use Rows and the page buttons under the table to move around.

Add a fee type

  1. 1

    Open the form

    Click Add Fee Type (callout 1 above). A panel slides in from the right.
  2. 2

    Fill in the details

    Complete the fields below. The numbers match the callouts in the screenshot.
    The add form for fee type
    The add form for fee type
    #FieldRequiredWhat to enter
    1 Type Name Yes A unique name, for example Admission Fee.
    2 End Date No Shown in the form, but currently not saved (see the note below).
    3 Status No On (default) = available for selection.
  3. 3

    Save

    Click Save Fee Type (the last callout). On success the panel closes, the list refreshes and a green Success message appears. If something is wrong, a red Error message lists the problems and the panel stays open so you can fix them. Cancel, the × or a click outside the panel closes it without saving.

Edit fee type

  1. 1

    Open the record

    Find the row and click the pencil icon in the Actions column (callout 3).
  2. 2

    Change and update

    The panel opens as Edit Fee Type with the current values filled in. Change what you need and click Update Fee Type.

Deactivating instead of deleting

To retire a fee type without losing history, edit it and switch Status off. It stays in the list as Inactive and drops out of the dropdowns that use it.

Delete fee type

  1. 1

    Click the bin

    Click the red bin icon in the Actions column (callout 4).
  2. 2

    Confirm

    Your browser asks you to confirm. Click OK to delete or Cancel to keep it.

Deleting is permanent

Deleting a fee type also removes its links to accounting topics. This cannot be undone.

Good to know

Known issues

The End Date you enter is not stored yet, and topics cannot be linked from this form. Editing a fee type keeps whatever topics it already has.

You only see your own fee types

This list shows fee types created by the user who is logged in.

Messages you may see

MessageWhat it means
<type> created successfully!The fee type was added.
<type> updated successfully!Your changes were saved.
Data is deleted successfully!The fee type was removed.
The type has already been taken.That fee type already exists.
An error occurred. Please try again.The save or delete was refused, for example because the record is still in use elsewhere.