Page Comparison

File Year
and
File Term / Semester

Year and term or semester to be updated.
Tip: Use the File Year and File Term / Semester fields to process charges for the following year if required.

Is this a What If run?

Select to print all charges for students that match your selection without posting transactions.
Tip: Use this to print out a preview of charges so that you can audit charges and concessions before doing live postings to debtor accounts.

Detailed
Summary

Select the amount of information to be printed on a What if? run.

Process as at Date

Date of the auto tuition run. Students set as having left after this date are not included.

Only Students With Entry Date On or Before This Date

Select to exclude students who have not started on or before the Process as at Date.

Date to Appear on Transactions

Date to appear on invoices and statements.
Tip: This date is used for ageing of overdue accounts. It is usually the same as the Process as at Date field.

Charge Year 11
and
Year 12 Students

Select to charge year 11 and 12 students.
Tip: If year 11 or 12 students do not spend much time at school during a term, you can elect not to charge them fees for this period.

Include Year 11/12 Student in Sibling Discount if Not Charged

Clear if either year 11 or year 12 students are not being charged tuition fees and they are no longer included in applying sibling discounts.
Note: Also refer to the Charge Year 11 Students and Charge Year 12 Students fields.

Period Number (Term)

Period number the auto tuition run applies to.
Tip: Fee codes can be set to apply only for specific periods. If you use this feature, you define the period being used here.

Campus

Campus the auto tuition run applies to, if applicable.

From Year Level
To Year Level

These fields are used to select a range of year levels within the selected campus to apply charges to.
You must select a range of year levels, not just a From Year Level otherwise you will charge everyone in the selected From Year Level or greater.
Tip: If you have year levels 40 or 50 (pre-school/kinder year levels) then you should charge these in a separate run to years 0-12 as 40 and 50 are greater than 0-12.

Process All Tuition Variation Types

Clear the flag if you do not want to process all tuition variation types.
Note: Refer to the Tuition Variation field below.

Tuition Variation
Include
Exclude

Select the type of student to include or exclude from the auto tuition run, and select Include or Exclude as required.
For example, full-fee students generally receive a different charge than other students. If a tuition variation is defined on any student records then these students become part of their own billing group for automatic charges.
See Tuition variation example (on page ).

Special Billing Type

Select to include students with special billing arrangements in the auto tuition run.
Special billing arrangements are defined in luSpecialBillingType and are assigned to students in the Debtor tab of Current Student Maintenance. See luSpecialBillingType lookup table in the Finance manual. Also see Current Student Maintenance - Debtor tab in the Current students manual.

Clear Special Billing Type From Students Charged

Select to clear special billing arrangements.

Field

Description

Posting Date

Date to post the transactions.
The general ledger year end date and restrictions on the available posting dates are displayed for information.

Description

Description for the auto tuition run, based on the selections you have made.

Automatically Close Posting

Clear if you do not want to automatically close the posting.