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Student Setup — Financial Responsibility

Financial responsibility defines which fee payers are liable for a student's invoices and in what proportion. Where the fee payer is managed as a customer (not a student), these percentages are set in the Student Management System and synchronised to D365 F&O — the steps below show how to view that setup.

  1. Open the student record

    From the FNO dashboard, open Modules ▸ Academic Management, expand Students, and click All students. Select the student profile (③).

    Student Setup Financial Responsibility — the Relationships section with fee payers and Paid percentage columns

  2. Confirm fee payers and split percentages

    In the Relationships section, confirm at least two fee payers are assigned (e.g., Mum and Dad) (④). Verify that default split percentages are set for each payer (e.g., 50% each) and that the total equals 100% (⑤). This is the baseline split for all fees unless overridden at item level.

    Student Setup Financial Responsibility — split percentage detail showing two fee payers each set to 50%