Use Rollup in the Charge and Discount Structure

TABLE OF CONTENTS

• Introduction
• Use Rollup in the Charge and Discount Structure

Introduction

If you have a charge that is allocated frequently to a pupil, such as a weekly bus charge, you can use this setting to combine or “roll up” the allocations into a single invoice line at the end of the term.

Use Rollup in the Charge and Discount Structure

1. Go to Fees > Setup > Charge and Discount Structure.
2. Select the charge in the main grid, (or create a new charge item) which the system will treat as a rollup.
3. Select the Rollup tick box on the right-hand side of Charge Item pane at the bottom of the screen.
4. Save your settings.
5. When you allocate the charge item marked as Rollup multiple to a pupil the invoice shows a single charge item line with invoice text, the number of charges and a total value of the charges rolled up.

Note: The multiple allocation of the same charge will give rise to a duplicate warning, where set, but the Fees > Compilation > Duplicate Charges Report has options to include, exclude or show only Rollup charge item duplications.

You can also use Rollup in combination with Examination Charges, if required.

For more information on working with the Charge and Discount structure, please see the Engage Fees Setup guide.