Adjustments Mode (Fee Audit Report)

Classic View: Fees > Reports > Fee Audit

Search Terms: Fee Audit 

The Fee Audit Report in Adjustments mode collects information about adjustments made to fee assignments based on the options selected in the wizard.

Two-part screenshot highlighting the Adjustments button on the Fee Audit Report editor and the options for the Adjustment Report.Fee Audit Report - Adjustments Mode

The Fee Audit Report can be generated in other modes as well:  

Adjustments Mode Report Editor

The following options are available on the Adjustments Mode Report Editor.

FieldDescription
Fees SelectionThe Select District Fees section is populated with all fees entered for the district. Multiple fees can be selected. If a School is set in the Campus Toolbar, only fees for that school will appear.
Calendar Selection

Calendar Options are dependent on the Year and School selected in the Campus Toolbar. If a school is selected, only calendars for that school will appear in the Select Calendars list. If a school is not selected in a school bar, calendars from all schools will display for selection.

Calendars are listed in descending year order (2013-14, 2012-13, etc.).

Student SelectionWhen selecting the Students for which the audit report should be run, users can select a previously created Ad hoc Filter (created in the Ad hoc Reporting Filter Designer) or a specific Grade level. Available grade levels are based on the school selected in the Campus toolbar.
Transaction Selection

Users can select which  Transactions  to include in the report. Entering a date range will limit the results to records created on or between those dates.

  • Leaving both date fields blank reports all adjustment transactions.
  • Entering only a start date reports adjustment transactions on or after that date.
  • Entering only an end date reports adjustment transactions on or before that date.
Sort By OptionsSort By options control the order of information on the audit report. Fee Assignment Due Date will be selected by default, which will sort results by the due date of the fee assignment. Fee and Student options will sort results alphabetically by fee name or student name.

Transaction Selection

Option

Description

All Fee Adjustments

Selecting this option will include all fee adjustments for the indicated students and calendar(s).

Voided Fee Adjustments

Selecting this option will include all fee adjustments that have been voided for the indicated students and calendar(s).

Uncollectible Fee Adjustments

Selecting this option will include all fee adjustments that have been marked as uncollectible for the indicated students and calendar(s).


Generate the Fee Audit Report in Adjustment Mode

Mode Selection

  1. Select Adjustment as the Mode for which the report should generate.
  2. Click Next to proceed to the next screen.

Adjustment Report Options

  1. Indicate which Fee(s) should appear in the report.
  2. Select which Calendar(s) should appear in the report.
  3. Indicate which students should appear in the report by selecting an Ad hoc Filter or a Grade Level.
  4. Indicate which type of Transaction(s) should appear in the report.
  5. Select a Sort By option.
  6. Click Run Report to generate the audit report in PDF format.

The calendar, school, school address and report generation timestamp will appear in the top left corner, with the details of the report in the top right.

Screenshot showing an example of the Fee Adjustment Report.

Example Fee Adjustment Audit Report - All Fee Adjustments


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