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
- Enter – $ against 1st and 2nd student
- Select Current year
- Select Oldest (e.g. charge if the oldest child gets the highest charge)
- Exclude any Year levels such as Yet to come and 99 students
- Enter Cost Centre No
- 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
- Go to Batch Billing view and select a new batch no.
- Type in Description
- Select New Item
- Copy down description or retype in
- Select where you want the charge to show Debtors or Sundry
- Click on [Rebates + Burs Tab]
- Enter run No “S”
- Begin Charging
Example of charging:
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