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OneClickRooms Documentation OCR for Education
System Settings

Configure Financial Hold Rules

Set campus-specific rules that restrict overdue students from portal, examination, and promotion access.

Portal path Dashboard System Settings Financial Holds

Financial hold rules are configured separately for each campus. A hold is based on overdue balance after the fee due date and configured grace period have fully elapsed.

Complete the task

  1. Choose the campus

    Open the row for the campus whose policy you want to configure.

  2. Enable the required restrictions

    Choose whether overdue students are restricted from the portal, examinations, promotions, or the supported combination.

  3. Review the overdue threshold

    The current policy treats any overdue balance above zero as outstanding once the cutoff time has passed.

  4. Save the rule

    Confirm the campus policy and save.

  5. Manage exceptions when necessary

    Finance can grant a temporary, target-specific exception from the student account without changing the balance.

Exceptions do not waive dues

A temporary exception suspends only the selected restriction until its expiry. It does not reduce or clear the student’s overdue balance.

Student portal behavior

When portal restriction is active, a financially held student can access My Finances so the balance can be resolved, but other student portal areas remain unavailable unless an active exception applies.