Fee Types

Use the Fee Types screen to create and maintain the fee types required by the institution in order to collect learner fees.

Fee Types screen

A fee type must be created for each different type of fee charged by the institution to a learner (for example: tuition fee, registration fee, material fee, and so on). For each fee type a fee type value can be entered on the Fee Values screen, or in fee types associated with unit instance occurrences. Waiver values can also be associated with fee types, and are used to adjust a learner’s payable fee by whichever method is selected in the waiver record.

The Fee Types screen is divided into the following sections:

The Fee Types section displays the list of fee types already defined in the system.

Fee Types section

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The Fee Type Details section is where you can add new fee type entries. This section also displays the details of the currently selected fee type record from the Fee Types section, which you can update if required.

Fee Type Details section

The fields in the Fee Type Details section are described in the following table.

This field Holds this information...
Fee Type The code for the fee type.
Short Description The short description for the fee type.
Long Description The long description for the fee type.
Transaction Type Whether the transaction type is a fee or a receipt.
Priority This can be used to define a reporting priority for different fee types.
Include in Return Whether the learner’s fee record will be included in the return process.
Account Code The account code. Select from the drop-down list.
Continuous Enrolment Duration The duration (number of days from 0 to 9999) that this fee type is valid against continuous enrolments.
Active Whether the record is currently active.
Applicable to institutions in the United Kingdom onlyVAT Rate The VAT rate, if applicable. Select from the drop-down list.
Applicable to users in Wales onlyEligible for Instalments Whether the fee type can be paid for in instalments.
Applicable to institutions in New Zealand onlyGST Rate The GST rate, if applicable. Select from the drop-down list.
Applicable to institutions in New Zealand onlySDR Fee Type

The SDR fee type. Select from the following:

  • T - Tuition Fee
  • C - Compulsory Fee
  • E - Fee Maxima Exempt Fee
Applicable to institutions in New Zealand onlyAllow Refund Whether refunds are allowed for this fee type.
Applicable to institutions in New Zealand onlyRound To Nearest The value that this fee type should be rounded to.
Applicable to institutions in New Zealand onlyMinimum Value The minimum value that this fee type can be rounded.
Applicable to institutions in New Zealand onlyCharge

When this fee type is charged. Select from the following:

  • EVERY TIME (charged on each enrolment)
  • ONCE ONLY (charged once regardless of number of enrolments)
Applicable to institutions in New Zealand onlyRole

The custom role for this fee type, if applicable. Select from the drop-down list.

Note: If you add a custom role to the fee type, only users with that custom role can use the fee type.

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The Waivers for Fee Type section displays the waiver types which have been defined on the Fee Waivers screen, and lets you select which waiver types to make available to the current fee type (that is: creating fee type waivers records).

Waivers for Fee Type section

To attach or remove a waiver, select or deselect the Attach? check box against the relevant waiver in the list.

You can specify a waiver order to determine the order in which multiple waivers are applied (if applicable), and also specify whether waivers are applied cumulatively or not by selecting or deselecting the Cumulative? check box against the relevant waiver in the list.

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