Configure Financial Check Threshold

The financial check setup defines the outstanding fee balance threshold that the Student Management System uses when polling Finance & Operations to determine whether a student is cleared for re-enrolment. Thresholds are configured by fee head (dimension value), so different acceptable balance limits can apply to different fee types.

1. Open Fee schedule parameters

   From the FNO dashboard, open Modules ▸ Academic Management, expand Setup, and click Fee schedule parameters. Open the General tab (③) and expand the Financial dimension section (④).

2. Add thresholds by fee head

   Click + New (⑤) and complete the following for each fee type that requires a balance check (⑥-⑦):

   • Threshold amount — enter a monetary amount. If a student's outstanding balance for this fee head is at or above this amount, they will not receive financial clearance.
   • Dimension value — select the fee head from the dropdown. The Description field defaults to the selected fee head.

   Repeat for each fee head that requires a threshold.

   

3. Save

   Click Save. When the Student Management System requests re-enrolment clearance, it checks the student's outstanding balance by fee head against each configured threshold. A student is financially cleared only if their balance for each configured fee head is below the threshold.