SDS:Charges build.php

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Overview
Use this page to create student charge documentation for accounting.


Step 1
First you need to create a list of students that will be charged. You can use the first list to add students individually (hold Ctrl or Shift to group select, then click Add to insert your selection into your group) or you can use the student selection tools that follow.

Step 2
Fill out the charge details, including the date (of the charge, not the current date), description, GL#, and amount. Click Create File to download a spreadsheet file with the information you have requested.

Step 3
The spreadsheet is now on your workstation computer in CSV format (Comma-Separated Values) - it will be called StudentCharges.csv. If a file with that name already exists, the new file will be incremented with a (1), (2), ... (10) etc.
Accounting deals primarily with Excel files, so you will need to convert the CSV. Either double-click on the CSV file or right-click on it and select Open.
The file should open in your speadsheet client. In the File menu click Save As, then select Excel Workbook (*.xls). Email the resulting file (StudentCharges.xls) to the accounting department.