Add a new Charge Item

TABLE OF CONTENTS

• Introduction
• Add a new Charge Item

Introduction

You can add new Charge Items to allocate to pupils in the Charge and Discount Structure screen.

Add a new Charge Item

1. Go to Fees>Setup>Charge and Discount Structure select the Charge Group you wish to use.
2. Select the Add New icon to open a new Charge Item pane at the bottom of the screen.
3. Enter a unique Item Label. This must be unique across the entire Charge and Discount Structure, not just the selected Charge Group.
4. Enter the following information:
   1. Description & Invoice Text (if different to the Item Label)
   2. Charge Type (% discount type also requires the Gross/Net of discount selected)
   3. Charge Value (Optional)
   4. Recurrence type (Multiple also requires a Recurrence Frequency)
   5. Charge Frequency (where applicable – does not apply to discounts or surcharges)
   6. Nominal Code
   7. Cost Centre (optional)
   8. Selections from the tick box section.
5. When completed, select Save.
6. You can now use the new Charge Item in the Fees>Allocation>Allocate Pupil Charges

Note: Please note that you cannot change the Charge Group or Charge Type after saving.

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