Fee Configuration

Fee Configuration is where accountants define billable categories and reusable fee plans for the school.

Create the fee catalog first, then build plans that can be assigned across sections or student groups.

Main tasks

• Create or update fee categories.
• Build reusable fee plans.
• Keep transport or optional billable heads separate when needed.
• Prepare plans before they are assigned for approval or use.

Recommended flow

1. Create the fee categories you need.
2. Create one or more reusable fee plans.
3. Review plan contents and naming.
4. Hand off to the plan-assignment flow.

Good naming rules

• Use plan names that identify the academic year or student group.
• Keep category names stable so downstream reports stay readable.
• Retire unused plans carefully so new assignments are not blocked.