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Grouping fees with fee accounts in the Tuition and Fees module
Grouping fees with fee accounts in the Tuition and Fees module

In the Tuition and Fees module, use fee accounts to group all fees associated with the same bank account.

Emily Hoyne avatar
Written by Emily Hoyne
Updated over 5 months ago

Streamline your chargeable fees by organizing them into fee accounts in jmc's Tuition and Fees module. Create a distinct fee account for each district bank account or department, and then assign each fee to the relevant fee account. As fees are charged and paid, jmc Office provides reports with subtotals for each fee account, giving you quick access to the total amounts per bank account.

To set up a fee account log in to jmc office at the district level and navigate to Tuition/Fees > Data > Fee Accounts.

Step One: Click the "Add Fee Account" button to add a new fee account, or click the "Edit" button next to an existing account to modify its name or code. To remove an account that is no longer in use, click the "Delete" button next to the existing fee account.

Step Two: Enter a name in the "Fee Account Name" field to name your account for fee tracking.

Step Three: Enter a code in the "Fee Account Code" field to provide a reference to the bank account or fund associated with the fee account.

Helpful Tip: Coordinate setting up fee accounts with the business office to agree upon a list of accounts that work best for your school.

Step Four: Click the "Update" button to record the account name and account code, or click the "Cancel" button to discard your changes.

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