Global Fees supplement Course Section Fees using a bulk add process or auto-import into Client Invoices. These fees are designed as additions to Course Section Fees but are not attributed to just one Course Section. This allows for an "across-the-board" fee to be added to invoices without manually applying it to every Course Section.
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Main Menu > Selects > E-M > Global Fees
Applies To: Enterprise Plus Basic
Field Details
Fields marked with an underline are specific to the Enterprise version with Client Invoicing.
- Item: User-defined field. Required.
- Fee: Amount charged. Required. Must be a positive number.
- Unsubsidized Fee: Amount the client is required to pay that is not subsidized. Required. Must be a positive number.
- Fee Group: User-defined, can have multiple selections. At least one selection is required. Fees without a Fee Group may not register correctly in the Web Registration module or Balance Due calculations.
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Used When: Defines when the fee is enforced.
- Default: Used for the Course Global Fee import, ignored for the Auto Invoice function.
- As Required: Applied only as needed, ignored for Auto Invoice.
- One Time Fee: Charged only once.
- Per Academic Year: Charged once per Academic Year based on the Session's Year value.
- Per Course: Charged for every registration Assignment.
- Per Credit: Charged per Billable Credit Hour for registration Assignment based on status when a Client has an active Program Enrollment.
- Per Program: Charged once per Client Program enrollment with the status "In Process."
- Per Session: Charged once per Session, regardless of the number of registration Assignments.
- Specific Program: Charged once per Program for a specific Program if the client is registered for any course section within that Program Group.
- Specific Session: Charged once per Session only for a specific Session if the client is registered for any course section within that Session.
Date Considerations
- Start Date / End Date: Specifies when the fee should begin and end. Optional.
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Invoice A Fee Application Rules:
- If both fields are blank, and all other conditions are met, the fee is applied.
- If (Start Date is blank or before Session Start Date) AND (End Date is blank or after Session Start Date), the fee is applied.
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Fees will not be applied if:
- The Global Fee starts after the Session Start Date.
- The Global Fee ends before the Session Start Date.
- Registration Date does not affect this determination.
Additional Fields
- Include in Balance: If checked, the fee is included in Balance Due calculations.
- In Minimum Due: Check if this fee should be included in a minimum due amount, such as a deposit. (Copies to Client Invoices using the Auto Invoice function in Enterprise.)
- Inactive: Mark this checkbox to disable the fee without deleting it.
- Per Session: Specifies the Session name if Used When is set to Per Session.
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Per Program Group: Specifies the Program Group name if Used When is set to Per Program Group.
- If the fee applies to multiple Program Groups, separate fees should be created for each Program Group.
- Income Account: Specifies the account where revenue from this fee should be attributed.
ConclusionGlobal Fees streamline the process of applying fees to multiple Course Sections, ensuring efficient billing and financial tracking. These fees can be applied based on various criteria, including per session, per program, or per course. Understanding and correctly configuring Global Fees ensures accurate invoicing and financial reporting. For further assistance, refer to related articles or contact support.