Fee Management Checklist

Use this checklist to set up fees for the first time in the Fees module.

1. Fee Categories: Create Fee Categories. Categories are used to classify fees. Example fee categories are Yearbooks and Field Trips.

2. Fee Chart of Accounts: Enter any fee-related Chart of Account codes used for Journal Entries in the financial system.

3. Fee Attributes: Set up any text boxes, dropdowns, or checkboxes that should appear for the fee in LINQ Connect.

4. Fee Management: After set up, create your fee. There are fields to indicate the fee's Categories, Chart of Accounts, and Attributes.