Find a pupil on the Manage Contact Contributions screen

TABLE OF CONTENTS

• Introduction
• Find a pupil on the Manage Contact Contributions screen

Introduction

The Manage Contact Contribution screen shows all pupils with allocated charges in the current run.

Find a pupil on the Manage Contact Contributions screen

1. Go to Fees>Allocation>Manage Contact Contributions screen.
2. Validate that the Stage / Year filters are set. This will assist you in finding the required pupil.
3. Set the Search on field to Pupil Name then enter the pupil name in the Search Text
4. If the pupil does not appear in the main grid, it means that the pupil does not have any charges allocated in the current run.
5. Go to Fees>Allocation>Allocate Pupil Charges and follow steps 2 and 3 to validate the pupil exists.
6. Allocate charges to the pupil to make them appear in the Manage Contact Contributions screen.

Note: If a pupil had charges in a previous run, but does not have any in the current run, the Manage Contact Contribution settings are still there, and Engage Fees will use them when charges are allocated in future runs. If you have already set the Billing Account to receive the charges on an invoice, you do not normally need to change your settings unless there have been changes to the way you raise invoices.

For more information on working with the Manage Contact Contributions screen, please see the Engage Fees Billing guide.