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The Search screen here in the Accounting section is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments). So once it is loaded, it displays Invoices list and Payments List of the student who currently loaded.

Workflow

How to Search For a Student

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title1. How to Search for a Student within the Accounting Section
  1. Click on the Accounting tab in the side menu

  2. Click on the Search option in the side menu

  3. Enter at least one of the following options in to the relevant search box: 

    • Student No, 

    • Preferred Name, 

    • Given Name, 

    • Family Name / Surname, 

    • Previous Last Name

  4. Click on the Search Student button.

  5. This will show a list of students that meet these criteria

  6. To filter the list of students, in the search box above the list of students, start typing the student's first or given name. 

  7. When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.

  8. The student's record has now been loaded into the Student's Account Summary page.


Related Pages

Child pages (Children Display)
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