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Note

BE ADVISED

It is important that any users have a high level of understanding of the system before accessing and using the Accounting section of the system.

In particular:

  • Fee Rules, see Scheduled Unit Fee Rules

  • Timings of various key milestones in Higher Education reporting (Census dates and HEPCAT / TCSI Reporting)

  • INVOICING (Configuration) Time Period should be updated (must be within the range of the unit enrolments start date)prior to addling adding line items to invoices to ensure correct data is added to the invoice, refer to Workflow

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    Edit Configuration Periodof the Edit Time Period knowledge article for the instructions on how to check/edit/update your current invoicing configuration.

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