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OneClickRooms Documentation OCR for Education
Finance

Generate Student Fees

Preview eligible students and charges before posting fee notices for an academic term.

Portal path Dashboard Administration Student Fees Generate Student Fees

Complete the task

  1. Select campus and academic term

    The selected term must belong to the campus. Eligible students are determined from active term enrolment and programme scope.

  2. Choose generation scope

    Select All Programmes or Selected Programmes. The programme multi-select appears when Selected Programmes is chosen.

  3. Set due date and optional charges

    Choose the due date and any eligible optional Additional Charges for this run.

  4. Configure a late-fee policy when needed

    Enable it, enter grace days and a flat late fee. It becomes chargeable only after the due date and grace cutoff while a balance remains.

  5. Preview Fees

    Review eligible students, fee-item counts, amount breakdowns, warnings, and the verification XLSX. Generate remains disabled until a valid preview exists.

  6. Generate Fees

    Confirm the action. Posted batches appear in Generated Batch Workbooks with details and exports.

Preview is mandatory

Always inspect charge and total breakdowns before generating. A generation batch creates auditable student financial records.

Supplementary generation

Generating for the same term does not duplicate existing charges. If new students or charges exist, the new batch includes only those additions. Otherwise the portal reports that nothing new is available.