Speed-up the offer process by adding automatically related fees when programs are added to an offer.
It is common for colleges to have program-related fees that need to always be included as part of the offer when such programs are offered. Enrolment and materials fees are great examples.
Instead of manually adding these items to the offers every time, you can automate this process by setting up required fees.
When you set up required fees, you can:
Add these fees once per program
Add these fees once per offer
Setting up Required Fees
From the Main menu, go to to Utilities>Fees.
Click on Create or locate the fee that you want to modify (only fees of type 'Other' can be set as required fees).
Enter all the details for the fee.
Go to the Required Fees section.
Enable the options as follows:
Required Fee for this faculty: If enabled, this fee item will be added to the offer every time a program in the same faculty of the fee is added to the offer.
Required once per offer: If enabled , this fee item will be included only once per offer. If you have multiple faculties and still need this item to be included only once per offer, make the code for this fee in all faculties the same.
To enable this option, you also need to enable the 'Required fee for this faculty' option.
Click on Save.
After setting up the fees as required, every time you add a related program, these fees will be added automatically to the offer based on the options selected.
See this feature working in a real scenario.
Only fees of type 'Other' can be set as 'required'.
Required fees will only be added automatically when tuition items (programs) are added to the offer.
If a required fee item set as 'Required once per offer' is manually removed from the offer, it will not be added again automatically in the same offer. However, you can add it back manually.
A required fee will not stop you from adding the same fee manually multiple times. It will neither stop you from removing the fees manually from the offer.