Fee Management for Universities

Research assistantships (RA), teaching assistantships (TA), and fellowship awards typically combine a stipend (paid via payroll) with a tuition waiver (applied as a credit to the student account). The workflow: department appointment generates an assistantship record with stipend amount, tuition-waiver percentage, and fee-coverage rules; the payroll system pulls stipend data for biweekly or monthly payroll; the student account receives tuition-waiver credit at term start; FICA-exemption status tracks per IRS Revenue Procedure 2005-11 (graduate-student employees enrolled at least half-time are FICA-exempt under specific conditions). Per-department appointment workflows configurable for academic-year, summer, and continuing assistantships.

Each college (medical school, law school, business school, graduate school, undergraduate college) configures as a separate operational unit with its own tuition schedule, fee structure, financial-aid pool, and bursar policy. Per-student billing consolidates across colleges (a student dual-enrolled in undergraduate and graduate courses sees one statement) while per-college accounting separation preserves for NACUBO-aligned financial reporting. Inter-college fee transfers (a JD student taking an MBA elective) handle per inter-college billing rules configured per institution. Multi-college 1098-T generates as one form per student per tax year.

Yes. University systems consolidate multiple campuses with system-level financial reporting plus per-campus operational autonomy. The multi-company architecture in the platform handles each campus as a company within the install, sharing students and consolidated dashboards. System-level NACUBO data submission consolidates per-campus data; per-campus operational autonomy preserves so each campus bursar runs its own day-to-day. Cross-campus student-record support handles students who take courses at multiple campuses within the same system, with home-campus billing primary and visiting-campus billing handled per inter-campus agreement.

Medical school, law school, business school, and other professional programs charge tuition substantially higher than undergraduate rates with their own per-term schedules. The platform handles per-program tuition schedules: MD-program clinical-rotation billing with per-rotation fees, JD-program semester or trimester schedules with credit-hour billing, MBA full-time / part-time / executive-MBA differentials, MPA / MPH / EdD program-specific fee bundles. Lockstep cohort billing (medical school typically does not allow part-time enrolment) configures per-program. Professional-program fee bundles (clinical fees, bar-prep stipends, residency-application fees) tie to per-program required-fee structure.

For international students receiving US-source scholarship income (institutional grants, fellowships, tuition waivers in excess of qualified expenses), IRS rules require 1042-S reporting and withholding at 14% or 30% based on tax-treaty status. The platform tracks per-student tax-treaty status from the W-8BEN form, calculates per-payment withholding obligation, generates 1042-S forms annually, and submits IRS Form 1042 with summary reporting. ITIN application support workflow for students without SSN, residency-determination workflow per IRS substantial-presence test, and per-country tax-treaty benefit application all configurable. International-student bursar workflow is typically the most complex piece of university fee management.