Texas Skyward User Group Conference Fee Management Julie Juneau & Yanira Benavides PEARLAND ISD

1. Texas Skyward User Group Conference Fee Management Julie Juneau & Yanira BenavidesPEARLAND ISD

2. Fee Management Items to decide in the beginning • Who will be allowed to take payments • What is your district policy on Free and Reduced students • Who has the ability to waive a student • Who can mark and remove NSF • What reports will your business office accept from campus bookkeepers • Will full payment be expected or will partial payments be allowed

3. General Fees • Who can add them • Is there a limit to the number added • Course Fees • One lump sum or by the semester Setting up Fees

4. TAKING PAYMENTS • Enable user to make corrections and run report to balance before turning money into bookkeeper Collecting Money

5. Bookeeper Reports • Know what the business office expects and will accept • 1 continuous deposit • No mark outs • Recap sheet • Report Balancing Money

6. User Reports • UNPAID Fees • Fee Code Totals Report • Print Options – Only Print Unpaid Fees • Bill Codes – Select ones for report • Course Fee Terms – Select All

7. User Reports • PAIDFees • Billing Detail Report • Past Due Balance and Total Balance Due – set to 0.00 • Print Detail – if choosing more ant one bill code must select this • Course Fee Terms – Select All

8. Emailing students that owe fees • WS|AD|FM|RE|PB|NE • This allows you to email students that owe fees. The message includes the student name and the amount owed.

9. Other • Waiving a student • Transferring a fee • Crediting account • Refunds • Deleting fees • Withdrawing students and fees • Fee Cap • Payment Plan

10. RESOURCES • http://www.pearlandisd.org/files/filesystem/sis_feemanagement.pdf • Julie Juneau – juneauj@pearlandisd.org • Yanira Benavides –benavidesy@pearlandisd.org

11. End of presentation – Extra space for other notes

12. Texas Skyward User Group Conference THANK YOU FOR ATTENDING!