How to Change the Fees Filters
Minimum version: BrightArrow Base 2 v9.1.0
This article shows how to change the Fees filters for your district or a specific school within your district. For help changing the low/negative balance rules, see here.
When to change the settings?
Mostly used for the end of a school year, you would change this to add time to continue sending messages about fees due to families. If you start entering fees for the following year during the summer this will start reporting on them the N days before the school year starts as well.
PowerQueries that use these filters
- BrightArrow Fee Summary
Getting to the filter settings
- Navigate to System Management > Data > BrightArrow Settings
- Click on Filters. If doing this from District Office (shown below) then select the filters in the row corresponding to the district or specific school you wish to alter.
- The filter options will slide in. Click on Lookup Rules
- Lookup Rules contains the various settings that can change by school, organized by topic. Click on Fees
- Locate the section for Fee Balance Settings.
- With the "Include this school" toggle ON, the specific school will be included in exports. With the toggle OFF the school building will be excluded from exports.
- Use the drop-down arrow to view your options.
- If you want the specific school building to use different options than the default settings, turn on the toggle
What are the options?
Override the default fee balance settings for this school: Toggle ON if you want the specific school building to use different settings. Toggle OFF if you want the district/default settings to be applied to that school.
Number of Days after school year to include previous school year: Number of days to pad the school year. The export will add this many days to the end of the school year and the same number of days before the school year to report on fees for that school year. This allows you to decide when to start/stop reporting on fees.
- Default: 10
- Other Options:
- Any number you want -> This will be the number of calendar days, not in session days, as it is to work when school is out as well.
Include students who have transferred out: Toggle on if you want to send fee balance notices to students who have transferred out. Toggle off to exclude transferred out students.
Include students who have graduated: Toggle on if you want to send fee balance notices to students who have graduated. Toggle off to exclude students who have graduated.
Once you've made your changes, click the submit button at the bottom of the window to save them.
I have a school that wants different settings from the rest of the district
If you have different schools needing different settings, you can do that as well. First set up the district default by changing the filters in the District row. That will become the default for all schools that are not being overridden.
Once that is done, go to the school that needs different settings and click on Filters for that school. At the very top you will see "Default Settings From:". Change that to "Do not link" to be completely independent of the district settings. If another school already has the correct settings, you may also choose that school's abbreviation in the drop down and the two schools will be linked making one school use the other school's settings so you only need to make changes once. Note that the "Default Settings From" dropdown will apply the filters to ALL the options showing in the Filters window. If you only want to change the Fees settings, this option is not needed. Instead, follow steps #2-5 as detailed above and toggle ON the "Override the default fee balance settings for this school" option.
