Adding School Fee Code to Synergy

Adding a New School Fee Code in Synergy

School Fee Codes are used in Synergy to assign charges (such as student body fees, activity fees, or other district-defined fees). Follow these steps to create a new fee code:

Step 1 – Search for School Fee Codes

1. In the Quick Launch box at the top of the Synergy screen, type School Fee Codes.
2. Select it from the results. This will take you to the School Fee Codes page.

Step 2 – Add a New Code

1. Scroll down until you see the School Defined Fee Codes section.
2. Click the +Add button. A new entry screen will appear.

Step 3 – Fill Out Required Fields

On the Add Fee Code screen, complete the following fields:

• Code: Enter a short, unique shorthand code (e.g., SBF23 for Student Body Fee 2023).
• Category: Select from the list of preset categories.
  If you don’t see the category you need, contact IT or Finance so it can be added.
• Description: Enter a clear description of the fee (e.g., 22-23 Student Body Fee).

Step 4 – Save the Code

1. When finished, click Save.
2. You’ll be returned to the list of School Defined Fee Codes, and your new code will now appear.

Troubleshooting

• If the new code does not appear when assigning it to a student, try logging out of Synergy and logging back in.
• If the issue persists, confirm you saved the code properly and selected a valid category.

Next Steps: Your new fee code is ready to use. Assign it to students as needed in their records.