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OneClickRooms Documentation OCR for Education
Finance

Grant a Financial Hold Exception

Temporarily restore a specific restricted function without changing the student’s overdue balance.

Portal path Dashboard Administration Student Accounts View Details Manage Financial Hold

Complete the task

  1. Review overdue balance

    Open the student account and verify which fee items are overdue after their grace cutoff.

  2. Open Manage Financial Hold

    Review the active hold and any current target-specific exceptions.

  3. Choose one exception target

    Select the precise restriction Finance is temporarily overriding, such as examination or promotion access.

  4. Set expiry and reason

    Choose the expiry date and document the approved commitment or institutional reason.

  5. Review and authenticate

    Confirm the exception and complete the required security reauthentication.

The balance remains overdue

The exception changes access only. It does not post a payment, waiver, adjustment, or promise-to-pay transaction.