Accounts teams
Define charges
Schogle · Fees & financial records
Fee Ledger Phase 1
Describe demands and allocations separately from a payment receipt.
Fees & financial recordsStudent · Sample student 01
Fee Ledger Phase 1
Fee demand
Credit note
Ledger allocation
School-specific configuration
Demand · Fee demandSample school record
- 01 · DemandFee demand
- 02 · AdjustmentCredit note
- 03 · AllocationLedger allocation
Is the ledger deliberately enabled for this school?
Demands, credit notes and allocations are documented separately from receipts. Phase 1 ships inactive until enabled in configuration.
01Demands
Ledger demands & allocations
Demands, credit notes and allocations are documented separately from receipts. Phase 1 ships inactive until enabled in configuration. Demands is the part of fee ledger phase 1 that supports this task. A documented ledger structure where deliberately enabled.
- Demand — Fee demand
- Adjustment — Credit note
- Allocation — Ledger allocation
For accounts teams
A documented ledger structure where deliberately enabled.
Fees & financial recordsStudent · Sample student 01
Demands
Fee demand
Credit note
Ledger allocation
School-specific configuration
Demand · Fee demandSample school record
02Credit notes
Ledger demands & allocations
Demands, credit notes and allocations are documented separately from receipts. Phase 1 ships inactive until enabled in configuration. Credit notes is the part of fee ledger phase 1 that supports this task. A documented ledger structure where deliberately enabled.
- Demand — Fee demand
- Adjustment — Credit note
- Allocation — Ledger allocation
For accounts teams
A documented ledger structure where deliberately enabled.
Fees & financial recordsStudent · Sample student 01
Credit notes
Fee demand
Credit note
Ledger allocation
School-specific configuration
Demand · Fee demandSample school record
03Allocations
Ledger demands & allocations
Demands, credit notes and allocations are documented separately from receipts. Phase 1 ships inactive until enabled in configuration. Allocations is the part of fee ledger phase 1 that supports this task. A documented ledger structure where deliberately enabled.
- Demand — Fee demand
- Adjustment — Credit note
- Allocation — Ledger allocation
For accounts teams
A documented ledger structure where deliberately enabled.
Fees & financial recordsStudent · Sample student 01
Allocations
Fee demand
Credit note
Ledger allocation
School-specific configuration
Demand · Fee demandSample school record
04fees.ledger_enabled configuration
Ledger demands & allocations
Define fees.ledger_enabled configuration before using it in fee ledger phase 1. Demands, credit notes and allocations are documented separately from receipts. Phase 1 ships inactive until enabled in configuration. A consistent school reference means the next record can use the same definition.
- Demand — Fee demand
- Adjustment — Credit note
- Allocation — Ledger allocation
For accounts teams
A documented ledger structure where deliberately enabled.
Fees & financial recordsStudent · Sample student 01
fees.ledger_enabled configuration
Fee demand
Credit note
Ledger allocation
School-specific configuration
Demand · Fee demandSample school record
Connected school responsibilities
Understand the charge. Follow the record.
Keep charges, adjustments and recorded collections in student context for clearer accounts-team handovers.
School administrators
Record collection and adjustments
Finance leadership
Review receipts and dues
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does fee ledger phase 1 cover?
Describe demands and allocations separately from a payment receipt. Its documented capabilities include Demands, Credit notes, Allocations, fees.ledger_enabled configuration.
Who benefits from this workflow?
Accounts teams, School administrators, Finance leadership. A documented ledger structure where deliberately enabled.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team. No payment gateway exists. Online payments are recorded manually. Fee Ledger Phase 1 ships inactive until enabled in configuration. Phase 1 ships inactive and is controlled by the ledger configuration toggle.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.