Add miscellaneous fees

Create miscellaneous fees associated with non-tuition charges (e.g., yearbook or uniform fee). Determine miscellaneous fees by grade level or by a static set amount.

To create miscellaneous fees:

  1. Select a Fee name to determine the settings to apply.

    Note: Fee names are defined under Table settings.

  2. Determine which factors influence the fee:

    • Subject to late fees: The charge, when past due, is impacted by the Late fee special fee.

    • Included in TRP calculation: The charge is included in the tuition refund plan fee calculation when set to use a percent-based calculation.

    • A required fee: A fee that is always included in a balance for a school year.

  3. Base the fee amount on either:

    • A single amount:
      A static amount of an incurred charge.

    • Per Grade level :
      Each grade levelpays the same or a different amount for the fee.

  4. Determine how the charge posts to the general ledger:

    • All upfront when the student is charged:

      When the charge is created on the due date, it posts to the General ledger all upfront.

    • When the charge or portion of the charge is due:

      The charge date coincides with the due date in a payment plan. The payment plan will determine the amount and time due. If the charge is not on a payment plan, the distribution is created on the charge due date.

    • Each month on:

      The tuition balance is divided by the inputted months from the start month and day.

    • Specific date:

      Charge distributions are posted on a specific date.

       

  5. Optional: Select Post fees to our deferred revenue account initially to create a distribution set for the full charge amount on the transaction date and posted to the deferred revenue account defined in settings. Distribution sets from the schedule above move the portion of the charge from deferred to the defined tuition accounts.

  6. Determine how the fee should be distributed in the general ledger:

    1. a single set of GL accounts for all students:

      1. The fee posts to a defined set of distributions for each student; select Add another dimension to define additional accounts, ensuring that the CR percentage between all distributions is 100%.

    2. a different set of GL accounts based on each student:

      1. The fee posts to different accounts that correspond to matched student criteria. For example, a Billing clerk could select International / Domestic, define a set of distributions for Domestic students, and then Add another set of criteria to define a different set of distributions for International students.

        Define student criteria that match all possible outcomes to avoid situations where a student may not match any of the defined criteria.

  7. Optional: Select Add another distribution. Ensure that the distributions total to 100%.

    8.