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Managing Fee Categories and Items

Last updated 2026-10-02

For: Admin

  1. Go to Finance → Fee Setup. The Fee Items tab is shown by default; switch to the Categories tab for fee categories.

  2. Click Add Fee Item (or Add Category) to create a new one.

    The Fee Items list with the Add Fee Item button highlighted

  3. Fill in the Name and Frequency (One-Time, Termly, Yearly, or Monthly), an optional Description, and whether it's Mandatory, then click Create Fee Item.

    The Add Fee Item form with the Create Fee Item button highlighted

  4. To change an existing one, click the ⋮ menu at the end of its row and choose Edit.

    The Fee Items list with a row's actions menu open, showing Edit and Delete

  5. Update the name, frequency, description, or Mandatory toggle, then click Save Changes.

    The Edit Fee Item form with the Save Changes button highlighted

To delete a category or item, choose Delete from the same menu. In the confirmation, type the category or item name exactly as shown (for example P.E kit) — the Delete button turns on once it matches — then click Delete. This can't be undone.

The Delete Fee Item confirmation dialog with the item's name typed in and the Delete button enabled