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Student-specific custom rules are applied to broader Billing Charges, specifically by selecting the rule in the Rule Code dropdown. An overall billing rule with a student-specific billing rule code selected will apply only to students with that billing rule code. Rules may be applied to individual students or in batch using the Student Finder.

Apply Student-Specific Billing Rule Individually

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Billing rule codes will be applied only to students with student session data for the semester selected. Student session data is created when a student is registered for a class or, when an administrator manually creates a student's session data or when an administrator copies the session data in batch from another semester.

  1. Navigate to Filters > Students

  2. Return the desired population of students (Tip: As an alternative to the filters, you may upload a list of IDs by clicking Browse, selecting your file then clicking Add Ids to Filter)

  3. Click +Billing Rule

  4. On the Billing Semester dropdown select the semester in which to apply the rule

  5. In the Billing Rule dropdown select the billing rule code

  6. Click Submit

  7. The system will return a list of student(s) for which the billing rule code was applied and for those which it could not apply a billing rule code. For students where a billing rule already exists the system presents a checkbox for each student. To override the existing rule, check the checkbox(s) for the student(s) to override and click Re-submit