Void Fee Assignments (Fees Wizard) [.2124 - .2227]

This content applies when the Void Fee Assignments option was selected in the first step of the Fees Wizard.

Classic View: Fees > Wizards > Fee Wizard

Search Terms: Fee Wizard

The Void Fee Assignments mode cancels the selected fee for the designated students. When voiding fee assignments, users must enter or select a Void Date and Void Reason, indicating when and why the transactions were voided.

Voided fees are visible on the student' s Fees tab. A Fees Wizard log entry is also created and visible from the first page of the Fees Wizard.

If a fee was paid using an online payment, the fee assignment should NOT be made made void. If needed, use the Payments Reporter to refund the payment.

Void Fee Assignments


Important Information about Voiding Fees

If a fee was paid using an online payment, the fee assignment can NOT be made made void. If needed, use the Payments Reporter to refund the payment.

Options for void reasons are stored in a user defined Attribute Dictionary for FeeVoid. Below are the default options.

  • Cancellation Related
  • Office Mistake
  • Uncollectible

Users also have the option of narrowing results further by specifying an original due date for fees being voided. If the Match on due date checkbox is marked and a date entered, only fee assignments due on the entered date will be voided.

When voiding a fee assignment, the Fee ID column of the report is replaced by Assignment ID, indicating the identification number of the fee assignment voided. When marking fees as uncollectible, Amount is replaced by Adjustment Amount, indicating how much was adjusted to bring the balance due for the fee to $0.


Void Fee Assignments Editor Options

Field

Description

Void Date

Date the fee was voided from the student's Fees tab.

Void Reason

Selection indicates why the fee was voided. Void reasons are created in the Attribute Dictionary.

Select Fees

List of fees that can be voided.

Match on Due Date

When selected and a date has been entered, only fee assignments due on the entered date will be voided.

Select Calendars

Students who have active enrollments in the selected calendar will have the selected fees voided. The Year and School selected in the Campus toolbar will automatically be selected. If a school is not selected in the Campus toolbar, all calendars for all years appear in the calendar list.

Select Students

Students can be selected by a Grade Level or an Ad hoc Filter. If a school is selected in the Campus toolbar, only those grade levels in the selected school are available for selection. When an ad hoc filter is selected, only those students included in the filter will have the fees voided for them.

Comments

Enter comments related to the voiding of the selected fees. Comments appear when selecting a fee from a student's Fees tab on the Edit Fee Assignment window.


Using the Void Fee Assignments Mode

Mode Selection

  1. Select the Void Fee Assignment Mode from the main Fees Wizard page.
  2. Click the Next button. The Voiding Fees editor displays.

Void Fees

  1. Enter a Void Date for the fee. Dates are entered in mmddyy format or use the calendar icon to select a date.
  2. Select the Void Reason from the dropdown list.
  3. Select the Fee to void.
  4. Mark the Match on Due Date checkbox and enter a Date to only void fee assignments due on the entered date.
  5. Select the Calendar.
  6. Select the Students either by Grade level or an Ad hoc filter.
  7. Enter any Comments related to this void.

Preview Fee Assignment

  1. Click the Preview button. A Fee Wizard Report displays in a new browser window, listing the students who will have a fee voided.
  2. Return to the Fees Wizard window to complete the process.

Fees will not be voided until the Run Wizard button is selected.

Void Fee Preview Report

Run Wizard

Click the Run Wizard button to assign the selected fees. A Fees Wizard Report will display in a new browser window listing the students and the assigned fees that will be voided.

This is the only indication a user receives that fees have been voided.

Void Fee Assignment Run Wizard Report