NSW Finance - Synchronising DoE Fee Categories, Cost Centres and Internal Orders

Note: This article is for the benefit of New South Wales schools only.

The Fee Categories form a link to the Department of Education Accounts so therefore must match their requirements.   These, along with Cost Centres and Internal Orders, are therefore synchronised with the DoE rather than manually entered into Hero.  They are also unable to be edited in Hero.

The Fee Categories form the link the the DoE General Account and carries the Fund Code, Deductable Gift Receipt Indicator and the Tax Codes which are used when generating student fees.

The Cost Centres determine the area the fee relates to i.e. Education, Administration or Staffing

The Internal Orders provide the limited set of available codes based on the Fee Category selected.  The Fund Code forms the link back to the Fee Category.

All Fee Mappings (aka Ledger Items) generated in Hero must be linked to all 3 of these to enable the successful upload of payments received.

SYNCHRONISING HERO WITH THE DOE

1. Navigate to the Administration menu. If you have a wide-screen device this will already be visible on the left-hand side of your screen. If not, click on the Administration menu icon at the top left-hand side of your screen.

2. Under the heading Administration click on Finance

3.  Click FEE CATEGORIES to display a table of existing categories

4.  Click SYNC MASTER DATA ITEMS to download the most up to date set of fee categories, cost centres and internal orders. 

5.  Data may need to be synchronised on a regular basis to ensure updates are received.