Post student fees with a maximum amount per family

Objective

---

Post student fees (such as Recital or Annual fees) while ensuring the total amount does not exceed a set maximum per family or account.

Solution

---

Use the Post Annual Fees tool to apply individual student fees with a built-in family cap.

1. Go to Transactions > Post Transactions > Annual Fees.
2. Select Student from the Post fee per dropdown menu.
3. Select All from the Student Start Month (if Per Student) dropdown.
4. Enter all other desired search criteria.
5. Under the Transaction Details to Post (What Fee do you want to post?) section, select a Transaction Type and Category 1.
6. Enter the fee amount in the fields beside Student Fees for 1st, 2nd, and 3rd Std.
7. Enter an amount in the Maximum Fee per Family/Acct field provided.
8. Add any additional information.
9. Optionally, enter a Duplicate Detection Date From and Through.
10. Click Preview Fees.
11. Click Post Fees.

⚙️ User Permissions may limit access to this feature or functionality.