Looking to create a fee report... how do I???

vsteckowych
Rookie

Looking to create a fee report... how do I???

I would like to create a report detailing all seniors who have an outstanding fee.

 

Is there a way to print a report detailing the items owed and combine all 4 years onto 1 report?

I'm hoping you don't have to go back to the previous school year(s)? and look at the SOY balance. 

 

Thank you!

Ginny S 

18 Replies
HeatherWeist
PowerSchool Mentor
PowerSchool Mentor

@vsteckowych  We have created an object report in PS that is a fee invoice. It shows all fees due. See attachment. If this is something you think will work for you, I can share the setup with you. 


Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner


Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

Mentors_badgeChampions_badge
vsteckowych
Rookie

That would be wonderful if you can share the setup with me??  

Thanks so much @HeatherWeist!

Lpod
Journeyman

02/25/2022

 

@HeatherWeist ,

 

This would be something that we have been looking for at our school (I have only been here for 5 years) for the last 10 years without having to manually type up an invoice in another program.

 

We would greatly appreciate it if you could share this setup with us.

 

Thank you kindly!

 

Lisa Podgornik

School District of Flambeau

Tony, Wisconsin

vsteckowych
Rookie

@HeatherWeist , hopefully received my request to share the setup information for the PS Fee Invoice.  It appears that Lpod is looking for the same help!  Thank you so much in advance!

Ginny Steckowych

Exeter High School, NH

DBS-GUD
Padawan

Good Afternoon @HeatherWeist ;

 

I am also looking for help on creating a report that will list all fees so that I can send out to parents. Would you be able to help me? Thanks

StaceyC
Journeyman

Would you be able to share the setup with me also?

KeeganH
Padawan

Hi @HeatherWeist , 

 

I am interested in the setup as well. Not sure if you have been sharing it with individuals, but if so, could you share with me? Thanks! 

lisacarle
Trainee

This is AMAZING!!!  Could you share it with me and how to use it?

 

lisa.carle@mail.bcsd101.com

Jellybean49329
Apprentice

Hi @HeatherWeist !

 

We could also use help with setting up an invoice in our district in Kent City, Michigan. If you could share the set up with me it would be greatly appreciated!

 

Lisa Hunter

Kent City Community Schools

HeatherWeist
PowerSchool Mentor
PowerSchool Mentor

@Jellybean49329 

@KeeganH 

@vsteckowych 

@StaceyC 

@DBS-GUD 

 

Since I can't attach object report templates, I have them saved at the following link. Please feel free to import them into your PS SIS and modify as needed. 

 

Report Templates 


Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner


Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

Mentors_badgeChampions_badge
KeeganH
Padawan

Thank you @HeatherWeist!

Melody1
Apprentice

@HeatherWeist when I try to upload the template into PS it says the template type is unrecognized. Any suggestions? 

HeatherWeist
PowerSchool Mentor
PowerSchool Mentor

@Melody1  How are you trying to upload them?

 

Setup > System > System Administrator > Reports > Import Report Template


Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner


Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

Mentors_badgeChampions_badge
Melody1
Apprentice

@HeatherWeist 

We downloaded the template you shared and went to 

Setup > System > System Administrator > Reports > Import Report Template and it says the template type is unrecognized. 

HeatherWeist
PowerSchool Mentor
PowerSchool Mentor

Hmmm...

 

That is very strange. Let me see what I can figure out. 


Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner


Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

Mentors_badgeChampions_badge
HeatherWeist
PowerSchool Mentor
PowerSchool Mentor

@Melody1  Here is the txt version...This shows you how it was setup by each line. I'll have to see if I can make it importable. 

 

<PSReportTemplate>

<FileHeader>
<Created>Thu, 21 Nov 2013 19:33:58 GMT</Created>
<PSVersion>7.9.1.0.190250</PSVersion>
<TemplateVersion>1.0</TemplateVersion>
<Author>z55, 55</Author>
</FileHeader>

<ReportHeader>
<Type>29 Object Report</Type>
<Name>Fees Invoice</Name>
<Table>Students</Table>
</ReportHeader>

<ReportData>
<Units>Inches</Units>
<Paper>
<Size>Letter</Size>
<Width>8.5</Width>
<Height>11</Height>
<Orientation>Portrait</Orientation>
<Margins>
<Left>1.25</Left>
<Top>1.25</Top>
<Right>1.25</Right>
<Bottom>1.25</Bottom>
</Margins>
<Scale>100</Scale>
</Paper>
<Body>
<Font>
<Face>Helvetica</Face>
<Size>10</Size>
<Leading>13</Leading>
</Font>
</Body>
</ReportData>

<ObjectData>
<Type>Objects</Type>
<Object no="1">
<Type>Box</Type>
<Label>boxCC</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>4.736</Left>
<Top>7.389</Top>
<Right>8.069</Right>
<Bottom>8.417</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="2">
<Type>Box</Type>
<Label>boxOfficeUse</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>9.528</Top>
<Right>2.75</Right>
<Bottom>10.194</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="3">
<Type>Box</Type>
<Label>boxStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.972</Top>
<Right>8</Right>
<Bottom>2.25</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="4">
<Type>Picture</Type>
<Label>picLogo</Label>
<Page></Page>
<Layer>0</Layer>
<ScalingOption>shrinkcenter</ScalingOption>
<Coordinates>
<Left>3.5</Left>
<Top>0.25</Top>
<Right>4.5</Right>
<Bottom>1.375</Bottom>
</Coordinates>
<Picture>District_Logo_-_Color.jpg</Picture>
</Object>
<Object no="5">
<Type>Line</Type>
<Label>linCutHere</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>7.25</Top>
<Right>8</Right>
<Bottom>7.25</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>9</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="6">
<Type>Line</Type>
<Label>linHeader</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.444</Top>
<Right>8</Right>
<Bottom>1.444</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="7">
<Type>Line</Type>
<Label>linPmtType</Label>
<Page></Page>
<Layer>0</Layer>
<Repeat>
<Multiple>3</Multiple>
<Offset>
<Horizontal>0</Horizontal>
<Vertical>0.167</Vertical>
</Offset>
</Repeat>
<Coordinates>
<Left>6.069</Left>
<Top>7.694</Top>
<Right>6.375</Right>
<Bottom>7.694</Bottom>
</Coordinates>
<Line>
<Width>0.5</Width>
<Style>1</Style>
<Color>Black</Color>
</Line>
</Object>
<Object no="8">
<Type>Text</Type>
<Label>txtBillTo</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>5.5</Left>
<Top>0.75</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
<Bold>True</Bold>
</Font>
<Text>Bill To:&lt;br&gt;&lt;br&gt;^(Father)&lt;br&gt;^(street)&lt;br&gt;^(city), ^(state) ^(zip)</Text>
</Body>
</Object>
<Object no="9">
<Type>Text</Type>
<Label>txtlMessage</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>7.5</Top>
</Coordinates>
<MaxWidth>3.75</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
<Bold>True</Bold>
</Font>
<Text>If Invoice indicates an amount due, please make payment to the address below. Please make checks payable to ~(schoolname).&lt;br&gt;&lt;br&gt;Remit to:&lt;br&gt;^([39]name)&lt;br&gt;^([39]schooladdress)&lt;br&gt;^([39]schoolcity), ^([39]schoolstate) ^([39]schoolzip)</Text>
</Body>
</Object>
<Object no="10">
<Type>Text</Type>
<Label>txtOffice Use</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.625</Left>
<Top>9.5</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>8</Size>
<Leading>12</Leading>
</Font>
<Text>Office Use:&lt;br&gt;Student Name: ^(first_name) ^(last_name)&lt;br&gt;Grade Level: ^(grade_level)&lt;br&gt;School: ^(schoolname)</Text>
</Body>
</Object>
<Object no="11">
<Type>Text</Type>
<Label>txtPmtType</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>4.75</Left>
<Top>7.5</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>8</Size>
<Leading>12</Leading>
</Font>
<Text>Indicate Payment Method: &lt;br&gt; &lt;tabr 6&gt;Check&lt;br&gt; &lt;tabr 6&gt;Money Order&lt;br&gt;&lt;tabr 6&gt;Cash&lt;br&gt; &lt;tabr 6&gt;</Text>
</Body>
</Object>
<Object no="12">
<Type>Text</Type>
<Label>txtSchoolInfo</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>0.75</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>10</Size>
<Leading>12</Leading>
</Font>
<Text>^(schoolname)&lt;br&gt;^([39]schooladdress)&lt;br&gt;^([39]schoolcity), ^([39]schoolstate) ^([39]schoolzip)&lt;br&gt;Phone: ^([39]schoolphone)&lt;br&gt;Fax: ^([39]schoolfax)</Text>
</Body>
</Object>
<Object no="13">
<Type>Text</Type>
<Label>txtStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>2.153</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>12</Size>
<Leading>14</Leading>
</Font>
<Text>&lt;tabl .625&gt;^(first_name) ^(last_name)&lt;tabl 5.25&gt;^(grade_level)&lt;tabl 6.5&gt;^(yearname)</Text>
</Body>
</Object>
<Object no="14">
<Type>Text</Type>
<Label>txtStudentHdr</Label>
<Page></Page>
<Layer>0</Layer>
<Coordinates>
<Left>0.5</Left>
<Top>1.931</Top>
</Coordinates>
<MaxWidth>0</MaxWidth>
<MaxHeight>0</MaxHeight>
<Body>
<Font>
<Face>Default</Face>
<Size>7</Size>
<Leading>10</Leading>
<Bold>True</Bold>
</Font>
<Text>&lt;tabl .625&gt;Student Name&lt;tabl 5.25&gt;Grade&lt;tabl 6.5&gt;School Year</Text>
</Body>
</Object>
</ObjectData>

</PSReportTemplate>


Heather Weist, MEd
PowerSchool - SIS Administrator, Commonwealth Charter Academy

PowerSchool Mentor/Champion

PowerSchool Mentor of the Year 2021 Winner

PowerSchool Beta Tester of the Year 2022 Winner


Did your issue get solved? Please remember to give Kudos and/or select Accept As Solution on the helpful posts to thank the author and to help others find the solution. Thanks!

Mentors_badgeChampions_badge
mmatheson
Journeyman

Hi Heather, 

we @ KSD were also looking for a fee report like this.  Did you figure out how to make a template importable?

Thanks! 

Marissa 

dwaddell
Apprentice

Edit - Never mind