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Finance

Create Fee Types

Build the institution fee catalogue with campus scope, category, frequency, pricing, and accounting behavior.

Institution Admin 1 min read Updated
Portal path Dashboard Administration Fee Types New Fee Type

Complete the task

  1. Select campuses

    Use the multi-select Campus field to make the Fee Type available to one or more campuses.

  2. Enter identity and category

    Provide the fee code, fee name, category, and description.

  3. Choose charging frequency

    Select One-time, Every academic term, or On demand according to how the charge is used.

  4. Set pricing behavior

    Enter the default amount when applicable and select the pricing scope. Programme-specific academic fees receive their operative amount in Programme Fee Structure.

  5. Set financial properties

    Choose mandatory or optional, refundable or non-refundable, and active or inactive.

  6. Save and review

    Correct highlighted required fields and save. Use the field help icons for explanations.

Used Fee Types are protected

A Fee Type that has already been used in financial records cannot be deleted because the historical ledger depends on it.

How Mandatory works

A mandatory, active Fee Type is automatically considered during eligible fee generation according to its frequency and pricing scope. Optional configured charges can be selected during a generation run.