Use the Remove Outdated Billing Periods from Fees window to remove rows from the Fees table selectively (one by one) or by group. To delete one or more rows, select them and click the Delete button.
· Filter By
To filter fees by charge year and term, select this radio button.
To filter fees by billing period, select this radio button.
· Year Code*
To review or delete fees associated with a specific charge year, select a year code from this drop-down list.
· Term Code*
To review or delete fees associated with a specific charge term, select a term code from this drop-down list.
· Billing Period**
To review or delete fees associated with a specific billing period, select a billing period from this drop-down list.
Displays the ID number of the student with which the fee is associated.
· Name
Displays the name of the student with which the fee is associated.
· Year
Displays the charge year during which the fee occurred.
· Term
Displays the charge term during which the fee occurred.
· Billing Period**
Displays the billing period during which the fee occurred.
· Fee Code
Displays the fee code.
Displays a description of the associated fee.
*Only available if you selected Year/Term as the filter.
**Only available if you selected Billing Period as the filter.
Review and/or Remove Outdated Fees Associated with Years and Terms
1. Open the Remove Outdated Billing Periods from Fees window.
2. To review or remove fees associated with a specific charge year and/or term, select the Year/Term radio button.
3. Determine how you want to filter the fees associated with years and/or terms.
· To view fees for all charge years and terms, do not select anything from the Year Code or Term Code drop-down lists.
· To filter the list by a specific charge year and term, select the year from the Year Code drop-down list, and select the term from the Term Code drop-down list. Only rows from that year and term combination appear.
· To filter the list by a specific charge year, select that year from the Year Code drop-down list, and make no selection from the Term Code drop-down list. All rows from that charge year appear.
· To filter the list by charge term only, select the term from the Term Code drop-down list, and make no selection from the Year Code drop-down list. Rows from that charge term appear for all charge years.
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To quickly locate specific fees within a charge year and/or term, click on the column headings to sort, or enter full or partial sort criteria in the browse row at the top of the list. |
4. To delete outdated fees, highlight the rows you want to remove, and click the Delete button or select Delete Row from the right-click menu.
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To select multiple rows, press Ctrl and click on the rows to be deleted. |
Review and/or Remove Outdated Fees Associated with Billing Periods
1. Open the Remove Outdated Billing Periods from Fees window.
2. To review or remove fees associated with a specific billing period, select the Billing Period radio button.
3. To filter the list by a specific billing period, select that billing period from the Billing Period drop-down list. Only rows from that billing period appear.
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To quickly locate specific fees within a billing period, click on the column headings to sort, or enter full or partial sort criteria in the browse row at the top of the list. |
4. Highlight the rows you want to remove, and click the Delete button or select Delete Row from the right-click menu.
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To select multiple rows, press Ctrl and click on the rows to be deleted. |
Review All Fees in the Fees Table
1. Open the Remove Outdated Billing Periods from Fees window.
2. To view billing periods associated with the fees, select the Billing Period radio button.
3. To review all fees in the Fees table, do not select a year code, term code, or billing period from corresponding drop-down lists.
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To quickly locate specific fees, click on the column headings to sort, or enter full or partial sort criteria in the browse row at the top of the list. |
4. To delete outdated fees, highlight the rows you want to remove, and click the Delete button or select Delete Row from the right-click menu.
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To select multiple rows, press Ctrl and click on the rows to be deleted. |