Allocate a charge to a group of pupils

Modified on Tue, 24 Feb at 4:42 PM

TABLE OF CONTENTS

Introduction

You can allocate a charge to a group of pupils by Year Group, Form or Subject or by using a custom filter in the Allocate Pupil Charges screen. 

Allocate a charge to a group of pupils

  1. In the Fees>Allocation>Allocate Pupil Charges screen select the Open New Allocation Screen button on the right of the screen. 
  2. Ensure you select the correct pupil stage, normally Current Pupils.
  3. Select the required filters to show the pupils in the main grid. 
  4. Select all the pupils in the grid or select them individually as required.
  5. You can now allocate the charge to selected pupils in the normal way. 

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

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