The "Bulk Load Charges/Credits" feature in jmc’s Tuition/Fees module simplifies the process of assigning fees or credits. Instead of entering charges student by student, you can apply them to entire groups—such as a grade level, course section, or activity group—with just a few clicks. Whether you're charging lab fees for biology students or adding locker fees for a sports team, bulk loading saves time and makes financial management easier.
To get started, go to Tuition/Fees > Data > Bulk Load Charges/Credits in jmc Office.
Step One: Choose the "Charge" or "Credit" radio button from the "Type" box to designate the type of transaction.
Step Two: Select a radio button in the “Bulk Load by” box to select a group of students who will receive the charge or credit:
Grade: a charge or credit applied to all students in a selected grade level
Courses Containing Fees: the charge or credit applied to students enrolled in a selected course with associated fees
Activity: a charge or credit assigned to students participating in a selected activity
Course Sections: a charge or credit assigned to students enrolled in one or more specified course sections
Step Three: Select one or more fees from the "Fees" list to assign them to the selected students.
Step Four: Enter a date in the "Charge Date" field or simply click the calendar icon to associate a date with the fee.
Step Five (optional): Enter a date in the “Due Date” field to help guide families toward making timely payments.
Step Six (optional): Enter a note in the “Comment” field to add details or specific instructions related to the charge or credit.
Step Seven: Click the “Load Charges” button to apply the chosen fees or credits to the designated students.
Fun Fact: After the bulk load process is complete, you’ll receive a notification showing the total number of successfully applied charges or credits.