Amend a Charge Value for a Group of Pupils

TABLE OF CONTENTS

• Introduction
• Amend a charge value for a group of pupils

Introduction

Engage Fees allows you to amend a single charge that you previously allocated to a group of pupils from the main Fees > Allocation > Allocate Pupil Charges screen.

Amend a charge value for a group of pupils

1. Go to Fees > Allocation > Allocate Pupil Charges.
2. Use the Charge Group and Charge Item filters to define the charge you want to change.
3. Use the filters in the top row to define the group of pupils you want to change that have that charge.
4. Select All pupils.
5. If the charge is to be the same for all pupils use the Quick Edit button to override the charge for the group.
6. If the values are all going to be different use the Edit Individual Charges button so you can override individual charge allocations.
7. If you want to remove the charge from the pupils use the Deallocate Charges button.
8. When you Apply Quick Edits, Save the Individual Charges screen, or confirm the Deallocation, the individual pupil allocation records will be updated.

For more information on allocating charges to pupils please see the Engage Fees Billing guide Allocate Pupil Charges section.