Contract Fee Rules

Contract Fee Rules tell each Contract Fee when to apply by checking field data on the student's record. For example, a Mystery Club fee can have a rule that applies only to high school students who are in the Mystery Club. Rules must be added and edited by the Finalsite Enrollment team.

💡Quick Answers

• Where do I view fee rules? Settings > Financial > Contract Fees. Expand a fee to see the rule(s) attached.
• Who creates and edits rules? The Finalsite Enrollment Support Team. Contact Support with details about the fee and how it should apply.
• What's needed for a rule to work properly? The student must have values set for the related fields the rule checks. Otherwise the rule can't evaluate.
• What information does each rule display? Rule Description (internal name), Rule (the logic our team writes), Active (whether it's enabled), Last Edit, and Edit History.
• How can I see what's changed on a rule? Click View Changes in the Edit History column. The pop-up shows the last five edits with who made them and when.

In this article

• Accessing Contract Fee Rules
• Contract Fee Rule Details
• Edit History

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Accessing contract fee rules

Contract Fee Rules are attached to the contact fee page. If there is a fee rule attached to one of your contract fees, you can expand the fee to see the details of the rule or rules attached.

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Contract Fee Rules Details

Expand this dropdown to read about each header in the above screenshot.

• Rule Description: This is the name of the rule. It's internal only which means it never shows up on the parent end. 
• Rule: This is the rule that our team writes to tell the fee how the contract fee should apply.
• Active: If this is checked, the rule is enabled.
• Last Edit: The last date that an edit has been made to the fee.
• Edit History: Click this to open a pop-up box showing the edits that have been made, the date they were made on, and the name of the individual who made the change. The box will show the last 5 edits to the rule.

Edit History

To view the edit history of a contract fee rule, click on the View Changes link in the Edit History column.

This will open a pop-up box that displays the log of edits that have been made to the fee or rule. You'll see the name of the person who made the changes, the date the changes were made, and the details of the change.

Our team must add and edit Contract Fee Rules for you. If you need something added or adjusted, please reach out.

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Additional Resources

• Office Hours & Past Session Recordings
• Contract Fees