Description

Fee Types define the categories of charges that can be assigned to students within the Billing & Fees module. Each Fee Type represents a specific kind of payment, such as tuition, registration, transportation, library, or laboratory fees.

When creating a Fee Type, administrators can associate it with a General Ledger (G/L) Account, define a billing code, and optionally synchronize it with QuickBooks. Once configured, Fee Types can be used when creating billing schedules and assigning fees to students.

Navigation

Settings → Billing & Fees → Fee Types

Understanding the Fee Types Page

The Fee Types page displays all configured fee categories available in the institution.

Each Fee Type includes:

• Code – A unique identifier for the fee.
• Title – The name of the fee type.
• General Ledger Account – The G/L account associated with the fee.
• Description – Additional information about the fee.
• Actions – Edit or delete the fee type.

The page also provides options to:

• Search fee types.
• Export the list of fee types.
• Create new fee types.
• Manage existing fee configurations.

Why Use Fee Types?

Fee Types provide a standardized way to classify charges throughout the Billing & Fees module.

Common examples include:

• Tuition Fee
• Registration Fee
• Admission Fee
• Library Fee
• Transportation Fee
• Technology Fee
• Laboratory Fee
• Activity Fee

Using predefined Fee Types helps ensure billing consistency and improves financial reporting.

Relationship with General Ledger Accounts

Each Fee Type can be linked to a General Ledger (G/L) Account.

This association helps:

• Categorize financial transactions.
• Support accounting and reporting.
• Maintain organized financial records.
• Synchronize billing information with QuickBooks when applicable.

QuickBooks Integration

If QuickBooks integration is enabled, Fee Types can be synchronized during creation.

This allows corresponding fee items to remain consistent between openSIS and QuickBooks, reducing duplicate setup and simplifying accounting workflows.

Best Practices

• Create Fee Types before configuring student billing schedules.
• Use clear and descriptive fee names.
• Assign the appropriate General Ledger account to each Fee Type.
• Maintain a consistent coding convention.
• Periodically review Fee Types and remove or archive those that are no longer used.

Notes

• Every Fee Type should represent a distinct billing category.
• A Fee Type can be associated with only one General Ledger account.
• QuickBooks synchronization is optional and requires an active QuickBooks integration.

Expected Outcome

Administrators understand the purpose of Fee Types, how they categorize student charges, and how they integrate with General Ledger accounts and the overall billing process.