In addition to the Billing Method and Billing Cycle selected in the Post Tuition Fees - Billing Settings, the Class Criteria can be used to further narrow down the list of classes to be included in the posting.
Click to expand each section and learn about the criteria options.
Class Search
Use the Class Search field to post tuition fees to a specific class. The classes that are available in the search depend on the Billing Method and Billing Cycle selected in the Post Tuition Fees - Billing Settings.
Session and Category Filters
Use Post to classes with this session to post tuition fees for classes in a specific Session or Sessions (use CTRL or CMD to select multiple).
- The Session is assigned on the Summary tab of the Class record.
- Sessions are defined in the Drop-down List Editor under the Gear icon > Settings > General > Drop-down Lists.
Use Post to classes with this Category 1 to drill down to just the classes with a specific Category 1 value or values (use CTRL or CMD to select multiple). To further narrow down the classes you are posting tuition fees for, select a Cat2 or Cat3 value.
- The Cat 1, Cat2, and Cat 3 values are assigned on the Summary tab of the Class record.
- Category 1, 2, and 3 values are defined in the Drop-down List Editor under the Gear icon > Settings > General > Drop-down Lists.
Discount Rules
If you selected the Billing Method of By Class Fee, the Use these Tuition Discount Rules criteria will default to include all By Class Fee classes, i.e., all rules. Clear the checkboxes for any rules you want to omit from the posting. Note: At least one Discount Rule must be selected.
- The Tuition Discount Rule is assigned on the Summary tab of the Class record.
- Tuition Discount Rules are defined in your Tuition & Discounting Settings under the Gear icon > Settings.
