The Fees tab displays fee receipts only when the Alio Fees module is used by your organization. LINQ recommends hiding the Fees tab if your organization does not use the Alio Fees software module.
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Use the Account Inquiry > Fees tab to view fee receipts prior to and after posting is complete.
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The Fees tab displays fee receipts only when the Alio Fees module is used by your organization. LINQ recommends hiding the Fees tab if your organization does not use the Alio Fees software module. |
To view the fee receipts:
On the Account Inquiry page, click the Fees tab to list posted and unposted fee receipts linked to the selected account.
You can change the account, if applicable. In
the Account field, type the full
account number to view the account totals for the Year
and Period range entered.
If the full account number is not known, type a partial account number
or leave the field empty. Click the Magnifying
Glass icon 
to display the Select Account
page. This page lists all accounts with an active status defined in the
Chart of Accounts program – FMACT02A.FMX
in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial
account number was entered, all accounts listed will contain that account
string.
Optionally, click the Filter button
to display the filter criteria boxes
that correspond to each heading on the grid.
Type the filter criteria. For example, type the first three dimensions
in the account number to list all accounts that start with those dimensions.
Press the Enter key to filter the
grid.
Click to select an account from the list. The Account Inquiry > Fees tab displays the search results.
Column Heading |
Description |
Receipt |
This column displays unique number identifying each fee receipt linked to this account. |
Date |
This column displays the date each free receipt was entered. |
Type |
The letter "F" displays in this column to identify a Fee Receipt. |
Contact |
This column displays the contact associated with each fee receipt, e.g., Parent, Student, etc. |
Fee |
This column displays a fee description. |
Posted |
This column displays a Y for posted fees and an N for non posted fees. |
Amount |
This column displays the fee amount. A total for all fee amounts listed in the grid displays at the bottom of the column. |
Follow these steps to filter the Fees grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of transactions displayed.
Click the Filter
button to display the filter
criteria boxes that correspond to each heading in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to apply the filter criteria and display the results.
