How to Phase Out Semester Other Fees Using Entry Rules

Step 0: Before You Start

Before using this guide, make sure you have:


What Is Phasing Out?

Phasing out means:

  • Older students pay the old fee

  • New students pay a new fee

  • Some students stop paying the fee

You do this using rules.


Step 1: Open the Fee to Edit

  1. Go to Semester Other Fees.

  2. Find the fee you want to change.

  3. Click Edit.


Step 2: Check the Basic Details

  1. Check the Campus.

  2. Check the Semester.

  3. Choose the Other Fee Type

    • Semester

    • Graduation

  4. Choose the Student Type.

Student Type Options

You can choose:

  • Physical – On campus

  • Online – Online only

  • International Physical – International, on campus

  • International Online – International, online only

  • Blended – Students that dont pay other fees

This decides which students the fee is for. The fee will apply only to students in that group


Step 3: Understand Cohort Rules

Cohort Rules let you charge fees based on:

  • Entry year

  • Entry semester

  • Nationality (if needed)

  • Time period

You can add many rules. Each rule controls one group of students.


Step 4: Add a New Rule

  1. Click Add Cohort Rule.

  2. A new rule opens.

You can add as many rules as you need.


Step 5: Fill in a Rule

For each rule:

  1. Leave Priority as it is.

  2. Make sure Active is ON.

  3. Choose the Entry Semester.

  4. Choose Entry Year (From).

  5. Choose Entry Year (To).

  6. Choose Nationality (only if needed).

  7. Choose Effective Start.

  8. Choose Effective End.

  9. Write a short Description.

This rule now applies to students who match these details.


Step 6: Add More Rules

You can repeat Step 4 and Step 5 to:

  • Add rules for new students

  • Add rules for old students

  • Add rules for different years

  • Add rules for different student types

There is no limit to how many rules you can add.


Step 7: Example

Example:

  • Students who joined 2022–2023 → Pay the fee

  • Students who joined 2024–2025 → Pay less

  • Students who joined 2026 onwards → Do not pay

You create:

  • One rule for each group


Step 8: Turn a Rule Off (If Needed)

  • Turn Active OFF for a rule

This stops the fee for that group without deleting the rule.


Step 9: Remove a Rule (If Needed)

  • Click Remove to delete a rule.

Use this only if the rule is not needed anymore.


Step 10: Save Your Changes

  1. Check all rules.

  2. Make sure dates and years are correct.

  3. Click Update Fee Details.


Important Things to Remember

  • You can add many rules

  • Rules control who pays and when

  • Student Type is very important

  • Always double-check:

    • Entry Year

    • Entry Semester

    • Student Type

    • Active status

Tags