Set an Item Label for a new charge

TABLE OF CONTENTS

• Introduction
• Set an Item Label for a new charge

Introduction

All charges require a unique identifier label (these are different to the posting descriptions or invoice text descriptions).

As you will use these Item Labels when you pick charge items to allocate to pupils, we recommend that the labels are meaningful, for example:

TermY1 = Termly fee for Year 1

Set an Item Label for a new charge

1. Go to Fees>Setup>Charge and Discount Structure.
2. Select the correct charge group for the new charge from the Charge Group dropdown.
3. Select New to open a blank Charge Item pane at the bottom of the screen.
4. Enter a new, unique Label. This will also populate the Description and Invoice Text fields, which you can edit later.
5. When you have completed all the fields for the Charge Item pane, select
6. The new Charge Item label will be available to select in the Fees>Allocation>Allocate Pupil Charges screen picking list.

Note: The Item Label must be unique across all Charge Groups and not just the Charge Group you are entering it in. The following error message will display at the bottom of the screen if you attempt to save a charge item with a duplicate Item Label.

‘Item Label can not be repeated’

Item labels can be edited after saving but you cannot change the Charge Group for a previously saved Charge Item

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