Creating new fee types

Modified on Mon, 20 Apr at 12:22 AM

To create a new debtor fee, either:
• click on the Set Debtor Fee Search Criteria window
• click on the Debtor Fee Maintenance toolbar
• select File > New from the main menu
• right click on the Debtor Fee Selector grid and select New
• press Ctrl + N.
The Create New Debtor Fee window is displayed.

Create New Debtor Fee window key fields

Field

Description

Fee Code

Enter a meaningful code for the fee you want to create.
For example, TU07 for the tuition fee for Year 7 students.
Sometimes discounts vary based on the campus or year level the student is in at the time. A replaceable part of the fee code takes the form *{Campus|Year Level}* where the Year Level is optional. You can define the characters used within the {} brackets.

For example:

  • DIS{J} - 20% will apply a discount of 20% in the Junior school.
  • DIS{S} - 30% will apply a discount of 30% in the Senior school.

Description

Enter a description of the fee.
This description will appear on statements sent to the debtor, so make sure you enter a meaningful description.

GL Code

Select a valid general ledger code from the list.

Tax Code

Select a valid tax code from the list.

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