§ 16 · Money & operations

Student finance & fees

Student finance decides what a student owes, what they have paid, and whether that lets them register, sit an examination or graduate. Most of it is driven by fee rules; some of it is deliberately still manual, and the dashboard says which.

What it is for

Billing students correctly and controlling what a balance blocks.

Who can do it

Finance ManagerBursarFinance OfficerCashier (collection only)

Needed first
  • Fee categories and items
  • A fee structure for the programme, year and intake
  • A financial year that is open
Where it ends

Invoices on student accounts, and clearance decisions that other modules read.

The finance dashboard

The Finance and Accounting dashboard: a yellow banner reading Controlled manual operations, an Awaiting your action grid with eight queues, and rows of tiles for total invoiced, total paid, outstanding balances, today's collections, active financial holds, pending waivers, discounts, sponsor balances, scholarships, receipts, cashier activity, unreconciled sessions, invoice generation batches and finance alerts.
Finance and Accounting. Its own sidebar with a search box, an Awaiting your action queue, then the numbers. Read the banner first.
Read the banner every time

“Controlled manual operations. Automatic billing from academic modules remains disabled. All finance writes on this page post through the canonical ledger service.”

This is the single most important sentence in the module. It means most academic events do not raise a charge by themselves. If you assume they do, students go unbilled and nobody notices until clearance.

What bills automatically and what does not

EventBills automatically?What that means for you
Application feeYesRaised with the application; verified by a Cashier against the applicant's receipt
Retake of a failed courseYesFollows the retake authorisation. Authorise first, then let the student register
Readmission / reactivationYesCharged on readmission under the readmission rules
Course registration by credit loadNoRules exist and are configured, but do not post. Bill through the fee structure
Fee reassessmentNoReviewed on its own screen; the resulting charge is raised deliberately
Deferment / withdrawalNoRules configured; charge raised by hand
Supplementary / special examinationNoSame
Examination clearanceNoClearance still reads balances — it just does not create charges
Result releaseNoSame
Document requestsNoDocument-fee rules exist; raise the charge with the request
GraduationNoGraduation-fee rules exist; raise the charge with the batch
Rules exist without being live

The sidebar lists Course-Fee Rules, Retake-Fee Rules, Exam-Fee Rules, Document-Fee Rules, Graduation-Fee Rules, Deferment / Withdrawal Rules and Readmission Rules. A configured rule is not the same as a rule that posts. Configure them by all means — but bill from the fee structure until the banner changes.

Fee structures — where a charge comes from

The Fee Structures screen listing structures by programme, intake, year and semester with their fee items and amounts.
Fee Structures. A structure is priced per programme, intake, year and semester, and made of fee items drawn from fee categories.
Fee categories→ Fee items→ Fee structure→ Matched to a student→ Invoice
Matching is exact

A structure is matched to a student on programme, intake, year of study and semester — and the match is case sensitive and requires every dimension to be present. A student with a missing intake or an unset year of study will silently match nothing and be invoiced nothing. When one student in a cohort is unbilled, compare their record's dimensions against a billed classmate's before looking at the structure.

Worked example

Pricing Semester 1 for the 2026 BIT intake

1. CategoriesFee Categories — Tuition, Registration, Examination, Library, Student Services. Create once, reuse everywhere
2. ItemsFee Items — the specific chargeable lines under each category
3. StructureFee Structures → new: Programme Bsc of IT, Intake September Intake 2026, Year 1, Semester 1, Campus Juba
4. LinesTuition 150,000, Registration 20,000, Examination 25,000, Library 10,000, Student Services 15,000 — total 220,000
5. CurrencySSP. If you bill in more than one currency, check the exchange rate is current first
6. Check the matchOpen one student in that intake. Their account should show the structure applying. If not, the fault is in their record's dimensions, not the structure
7. GenerateInvoice generation runs in batches; the dashboard's Invoice generation batches tile counts them and warns when a run is not stamped with a batch reference
8. VerifyOpen the student portal Fees page for one student and read what they see

Waivers, discounts, scholarships and sponsors

The Fee Waivers screen listing waiver requests, the amount requested, the student and the approval stage.
Fee Waivers. Requested by the student in their portal, reviewed and then approved — two separate steps, visible as two separate queues on the dashboard.
InstrumentWhat it isWho starts it
WaiverPart or all of a charge forgiven, case by caseThe student, in their portal
DiscountA reduction applied under a ruleFinance
ScholarshipAn award posted against the accountFinance, from an award decision
SponsorA third party who is invoiced instead of the studentFinance, on the sponsor account
The Sponsors screen listing sponsor accounts with their balances and allocations.
Sponsors. A sponsor account carries its own balance, and allocations link it to the students it is paying for. Sponsor invoices are separate documents.
Two review steps, not one

The dashboard shows Fee waivers — awaiting your review and Fee waivers — awaiting your approval as different tiles. A waiver stuck at zero progress is usually sitting in the second queue while everyone watches the first.

Clearance rules — what a balance actually blocks

The Clearance Rules screen with thresholds controlling what an outstanding balance blocks.
Clearance Rules. These decide whether an outstanding balance stops registration, examinations, results or graduation.
There are two switches, not one

Whether finance blocks a student is governed in two places — the clearance rule itself, and the module-side setting that decides whether that rule is consulted. Turning one on without the other produces the classic complaint: “we set the threshold and nothing was blocked”, or its opposite, “we turned it off and students are still blocked”. Check both before concluding a rule is broken.

The Accounts Receivable / debtors report listing students with outstanding balances.
Debtors. Who owes what. Run it before every clearance round, and again before a graduation batch is confirmed.
The Finance Settings screen with configuration for the finance module.
Finance Settings. Some option lists here are shared across several screens — changing one changes every screen that reads it, so check what else uses an option before renaming it.

If the money looks wrong

SymptomCauseWhere to look
One student in a cohort has no invoiceTheir record is missing a dimension the fee structure matches onTheir student record — intake, year of study, semester, campus
An academic event did not raise a chargeAutomatic billing from academic modules is disabledThe dashboard banner, and the table above
A waiver never gets decidedIt is in the approval queue, not the review queueThe two waiver tiles
A clearance rule has no effectThe second switch is offClearance Rules and the consuming module's setting
Receivables, Payables, Budgeting or Asset Management refuse to openThose sections are listed but not yet in serviceSee Accounting & the ledger
Balances differ between two screensOne is this semester, the other is the whole accountBoth are correct — see the student's Fees page