Copy rates into a new school year

• Finance
• Director
• Admin
• Needs: Create Rates
• Desktop
• Draft

If you don't see this

• It needs the Create Rates permission. A director grants it under Manage School → Staff → Permissions.

Copy Rates brings rates from another school year into the year currently selected on Manage Billing Rates.

Before you start

• Finish Create a billing rate first.

Steps

1. Open Manage Billing Rates and choose the target year in the School Year picker.
2. Click the three dots (More options) and choose Copy Rates. If the year has no rates yet, you can also click Copy Rates in the empty screen.
3. Check the line "Copying rates to:" shows the right year.
4. Under Copy rates from:, pick the source school year.

   Screenshot coming soon01 · billing_rates

   The Copy Rates sheet

5. Check the rates to copy, or click Select all at the top of the list.
6. Click Copy.

Tips

• Edit the copied rates afterwards to set the new prices.
• Registration fees must belong to the school year you are enrolling for before you can send them.