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How To Assign Fees

Select fee mappings, filter the student list, and save fee assignments from the Assign Fees workspace.

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Last updated: March 22, 2026

This guide explains how to use Assign Fees to attach one or more fee mappings to the right group of students.

Short summary

Use Assign Fees when the fee structure already exists and the next step is assigning those fee items to student records. The page combines student filters, fee-mapping selection, and batch assignment in one workspace.

Best for

Finance administrators and school operators who prepare fee obligations before collection begins.

Requires

Existing fee mappings, student records, and permission to manage fee assignments.

Result

The selected fee mappings are attached to the intended students and become collectible in the fee-collection workflow.

Before you start

  • Confirm the required fee groups and fee types already exist.
  • Confirm the correct student cohort by session, class, and section.
  • Decide whether the assignment should apply to a narrow class-section or a broader set of students.
  • Avoid assigning fees before verifying the due date and amount shown on each mapping card.

Fees Collection -> Assign Fees

Step 1: Open Assign Fees

In the sidebar, open Fees Collection and choose Assign Fees.

Assign Fees workspace showing assignment totals, student filters, fee mapping cards, and the selected-student action area.
The workspace is split between fee mappings on the left and student selection on the right.

The page includes:

  • assignment summary cards
  • filters for Session, Class, and Section
  • a fee-mapping panel
  • a student-selection panel
  • Save Assignments

Step 2: Narrow the student context first

Before selecting any fee mappings, use the filters to reduce the student list:

  1. Session
  2. Class
  3. Section

Then click Apply Filters.

This matters because the local environment contains many QA and test sessions, classes, and sections. Filtering first is the safest way to avoid assigning the wrong fees to the wrong cohort.

Step 3: Select the fee mappings to apply

In the Fee Mappings panel, review the available mapping cards.

Each mapping card currently exposes:

  • fee group name
  • fee type name
  • amount
  • due date

Select one or more mappings that belong together for the student set you are preparing.

Step 4: Select the target students

Move to the Students panel and choose the student cards that should receive the selected fees.

Use the student details on each card, such as:

  • student name
  • admission number
  • class and section
  • currently assigned fee entries where visible

If multiple students need the same fee set, keep the mapping selection stable and add all intended students before saving.

Step 5: Save the assignment batch

After both sides are selected:

  1. confirm the correct mappings are checked
  2. confirm the correct students are checked
  3. click Save Assignments

Use Clear Selection first if the current student selection no longer matches the intended batch.

Step 6: Verify and clean up if needed

After saving:

  • confirm the assignments total updates or the student cards reflect the new attached items
  • open the fee-collection workflow later to confirm the fees are now collectible
  • use the unassign action only when a fee was attached to the wrong student record

Important notes

Local dataset note: the local Assign Fees workspace is populated with many test sessions, classes, and fee mappings. Treat filtering as a required control, not an optional convenience.

Operational note: assign fees before attempting collection. If a fee item has not been attached here, the fee-collection drawer may have nothing collectible for that student.

Verification checklist

  • the correct session, class, and section are selected
  • the selected fee mappings have the intended amount and due date
  • only the intended students are selected
  • the batch saves without selection mistakes
  • the assigned fees are ready for later collection

Troubleshooting

IssueLikely causeWhat to do
Students list looks too broadFilters were not narrowed enoughReapply session, class, and section before selecting students
The wrong fee appears on a studentThe wrong mapping card was selectedUnassign the incorrect item and repeat the batch with the right mapping
Save Assignments is not ready to useNo mappings or no students are selectedSelect both a fee mapping and at least one student
The workspace feels noisyLocal QA data is mixed into the listSearch and filter aggressively before saving

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