Define system setting names

Table settings are names you give certain settings. These settings are configured in different parts of Billing management, but they are initially defined under Table settings. For example, once you define a Payment plan, you can add it to a billing year.

Examples of table settings include:

  • Actions: Follow up with student

  • Fees: Yearbook fees, meal plan fees, replaced student ID, parking pass.

  • Notes: Financial aid notes, activity notes, payment plan notes.

  • Payment plans: 4-month plan, six-month plan, 8-month-no-late-fees

 

  1. Select a table type (e.g.,, Actions, Fees, Financial aid).

  2. Select the context menu () Add for the particular table type.

  3. Enter the name for the table setting.

  4. Enter the Display order to determine where the setting is in the list of settings. Lower numbers (e.g.,, 1) appear higher in the list than larger numbers.

  5. Select the Active Status if the new setting should be immediately available. Select Disable to make it unavailable.

  6. Select Save & Close, or Save & Add Another.

Table setting names and their position in the list can be edited.

To edit a table setting:

  1. Select the table type (e.g.,, Actions, Fees, Financial aid).

  2. Select the context menu () and select Edit.

  3. Change the name, display order, or status as needed.

  4. Select Save.

Table settings cannot be deleted if they are currently in use. For example, if a Fee for 'technology fee' exists for a student, then you cannot delete that fee. Instead, you could disable to make it Inactive.

To make a Table setting Inactive, select the Status dropdown in the row of the desired Table status, and select Inactive. When set to Inactive, you must toggle Show inactive entries to select it again.

To delete an unused table setting, select the context menu () in the corresponding table row and select Delete. If you cannot see that option, then the Table setting is being used somewhere.