Check what has been compiled for a pupil

Modified on Tue, 24 Feb at 5:07 PM

TABLE OF CONTENTS

Introduction

There are screens in Engage Fees where you can check which charges have been compiled for a pupil.

Check what has been compiled for a pupil

In the Fees>Compilation>Review Compiled Fees screen

  1. Select the pupil you want to check.
  2. In the lower pane, check that the correct charge items appear in the Compiled Contributions pane at the bottom of the screen. The charges may be divided among more than one bill payer.

In the Fees>Compilation>Print Pupil Charges screen

  1. Select the charge you want to check using the Charge Group and Charge Item filters.
  2. Change the Report Type to ‘By Pupils’.
  3. Validate that the Report Style is set to ‘Detailed’ and Preview the report.
  4. Scroll through the report to find the pupil you want to check (the report has no filter for individual pupils so all pupils with allocated charges appear).
  5. If charge items show against the pupil but with a zero value, check that the contributions are complete against that pupil in the Compile Contributions screen.

For more information on working with the Compilation menu see the Engage Fees Billing guide Compilation section.

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