This form is normally launched from the Lookup menu but it can also be accessed from the Pupil finance types form. It allows you to use different Pupil Types for Finance from the ones that are used elsewhere in SchoolBase. The last stage of this process is to apply your new finance types to the correct school year groups. To move a year group from one finance type to another use the Finance level dropdown.

Unrelated is the ability to assign a Head of Year, not common in independent schools but nevertheless required by some of our users.