Adjustment Charges

This page allows you to set up adjustment charges for students, which are additional fees applied under specific conditions, such as enrollment or schedule changes.

Access and Navigation

You can access Adjustment Charges by navigating to Finance > Finance Setup > Adjustment Charges

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Create a New Adjustment Charge

To create a new adjustment charge:

• Select the Term - Use the term selector in the upper-left corner of the page to choose the term where the adjustment charge will apply

• Click New Charge, located in the upper-right corner of the page

• Fill out the Details in the pop-up window:

  • Label: The name of the adjustment charge

  • Rank: Determines the priority of the charge. Must be unique. A lower number (e.g., Rank 1) indicates higher priority

  • Amount: The monetary value of the charge

  • Adjustment Type: Specifies when the charge is applied:

    • Enrollment: A charge is applied when the student is enlisted

    • Change Section: Charge is applied when a student’s schedule change is confirmed

  • Applies To: Defines which students the charge applies to. If multiple conditions are set, all must be met:

    • All: Applies to all students

    • Date Range: Defines the start and end dates during which the charge is applicable

    • Starting Term: Applies to students beginning in the selected term

    • Program: Applies to students enrolled in the specified program

• Click Save Changes to finalize the adjustment charge

Edit an Adjustment Charge

To edit an existing adjustment charge:

• Hover over the adjustment charge you wish to modify, then click the Pencil icon

• Make the necessary changes in the pop-up window

• Click Save Changes to apply your updates

Delete an Adjustment Charge

To delete an adjustment charge:

• Hover over the adjustment charge you wish to remove, then click the Trash Bin icon

• Confirm the deletion when prompted