What does it do?
This dashboard lets you easily see and manage fees for each child, which displays assigned fees along with start and end dates, payee details, WINZ details and sibling/merged accounts—all in one place.
How to access this Dashboard?
Left menu > Finance & Accounts > Fees Dashboard
Fees Dashboard – your go-to screen for ending, deleting and assigning fees to Children.
All children who currently have an active fee assigned to them will show here. Useful features include:
- If a child has already Left/Graduated but their fee end date was not entered, they will still be shown here with their status, and you can directly end the fee from the Fees Dashboard allowing you to ensure no irrelevant invoices are generated.
- You can end and delete fees for Children individually or in bulk by selecting the relevant records and go to Actions > End Fee or Delete Fee.
- You can also assign a new fee to Children individually or in bulk by clicking on the + icon > Choosing the fee > Choosing the Children > Add.
You may export and download the list as PDF or as an excel file (CSV).
