Debtors - Charging Families with a Donation or Building fund per child

Step 1 Run a Quick Family Accounting Adjustments to up date the students

Path:  Debtors> Quick Family Accounting Adjustments>  Select #2 Family Child Scan

Step 2 To charging a fee to families e.g. 1st child $200, 2nd child $150, 3rd child $130 and no charge for any other child 

Entering the $ value as a negative will, in fact, create a charge as this process is traditionally used for calculating credit values, e.g. sibling discount.

Path:  Debtors> Quick Family Accounting Adjustments – Discount Calc $ tab

1. Enter – $ against 1^st and 2^nd student
2. Select Current year
3. Select Oldest (e.g. charge if the oldest child gets the highest charge)
4. Exclude any Year levels such as Yet to come and 99 students
5. Enter Cost Centre No
6. Click on Calculate Discounts

Example:

Once complete, this charge will be written against the students under Account Master File – Bursary with a Run No of S.(as per example on the right)

Step 3 To charge families- under Batch Billing View

1. Go to Batch Billing view and select a new batch no.
2. Type in Description
3. Select New Item
4. Copy down description or retype in
5. Select where you want the charge to show Debtors or Sundry
6. Click on [Rebates + Burs Tab]
7. Enter run No “S”
8. Begin Charging

Example of charging: