Overview
Objective
Upon completion of this KB the User will be able toThis page covers the key functions on the page of Accounting Summary, including:
View detailed Financial information from the Students record
Print / Email Existing Invoices
Print / Email Existing Receipts
Sort Accounting Summary tables
Complexity:
to Page Contents
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Assumptions
The User has the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications
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Please note: The Accounting Section of the system is only accessible by Flex Admin, Full Admin and Accounting Level Access. The Edit Fees Button is only available at these levels
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The user has an understanding of the Australian Tertiary Education System.
The User has an understanding of Fee-Help / HECS-HELP
The User has a basic understanding of Accounting principles (Payments, Invoices, Offset of payments, Line items).
Key terms and concepts
Within the Summary section of this page from the Action menu the user can:
Within the Course Enrolment Section:
Within the Current Unit Enrolments section:
The 10 most recent Unit enrolments
Including Funding Types, payment types and amounts outstanding
Invoice Id
Edit Unit enrolment
Image Removed( this leads to the full unit enrolment page)
Within the Student Invoice List Section
Within the Student payment List Section
Add New Payments
Edit Payments
Print Payment Receipts
Email (Receipts) with Communication Event
Email (Receipts)
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Be advisedThe sum of funding amount + upfront amount + scholarship amount = tuition fee |
Invoice Types | Description |
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Tuition item Invoice | Tuition items are Units of Study or Full Courses. |
General Invoice / Non |
_-tuition Item Invoice | Some examples of General Invoices or non tuition items: Transcripts, Replacement AHEGS, Replacement Parchments, Text Books, Course materials, Student Id Card, Enrolment Fee, Application Fee, Administration Fee, Re-assessment Fee, Late Payment Fee, Accommodation, Overseas Health Cover, Airport transfer. Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices. |
Info |
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Please note: The units fees are the sum of Scholarship+Funding+Upfront. |
Workflow
Workflow
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title | 1. How to sort columns on the Accounting summary page |
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The information in the Course Enrolment, Current Unit Enrolments, and Student Invoice List sections can be sorted from this screen. By Clicking on the doubled ended |
arrow Image Removednext arrow next to any of the Table / Section headings. The Heading that has the solid arrow |
either Image Removed or Image Removed is either or is what the table is sorted by. The example below explains how to sort on the Student's Invoice Id, but are the same steps for sorting by any table / section heading. Click on the Accounting Tab in the side menu Click on the Search option in the side menu Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname Click on the Search Student
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button This will return a list of students that meet the searched criteria To filter the returned options in this
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box above the returned results start typing the students First / given name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record. The student's record has now been loaded. Scroll down to the Student Invoice list Click on the Double ended arrow next to the Invoice Id Table Header
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This will now sort the results by invoice number. When the arrow is pointing
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up the smallest number will appear at the top of the list and when the arrow is pointing
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down the smallest number will appear at the bottom of the list.
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title | 2. How to print an existing invoice |
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Click on the Accounting tab in the side menu Click on the Search option in the side menu Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname Click on the Search Student
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button This will return a list of students that meet the searched criteria To filter the returned options in this
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box above the returned results start typing the students First / given name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record. The student's record has now been loaded. Scroll down to the Student Invoice List Click on the Action
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button next to the Invoice to be printed, the Action menu will open. Click on the Print Invoice
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option The Invoice header and information have now been loaded. Click on the Print Invoice button.
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The invoice is now ready to be printed
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title | 3. How to print an existing receipt |
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Click on the Accounting tab in the side menu Click on the Search option in the side menu Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname Click on the Search Student
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button This will return a list of students that meet the searched criteria To filter the returned options in this
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box above the returned results start typing the students First / given name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record. The student's record has now been loaded. Scroll down to the Student Payments list Click on the Action
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button next to the Receipt to be printed, the Action menu will open Click on the
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The Receipt is now ready to print.
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title | 4. How to email an existing receipt |
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Click on the Accounting tab in the side menu Click on the Search option in the side menu Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname Click on the Search Student
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button This will return a list of students that meet the searched criteria To filter the returned options in this
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box above the returned results start typing the students First / given name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record. The student's record has now been loaded. Scroll down to the Student Payments List section Click on the Action
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button next to the Receipt to be printed, the Action menu will open Click on the Email
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option A dialogue box will appear - Are you sure you want to email the file? Click on the OK button
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title | 5. How to email an existing receipt with the Communication Module / Event |
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Click on the Accounting tab in the side menu Click on the Search option in the side menu Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname Click on the Search Student
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button This will return a list of students that meet the searched criteria To filter the returned options in this
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box above the returned results start typing the students First / given name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record. The student's record has now been loaded. Scroll down to the Student Payments list Click on the Action
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button next to the Receipt to be printed, the Action menu will open Click on the Email with Communication Event
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option Scroll down to the Communication Section Scroll down to the Communication Template message and select the required template Enter any required information into the body of the email Click on the Save Communication and Send With Attachments
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button An email with the attachment has now been sent and a copy of both is saved into the Communication Event record
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Related Pages
Child pages (Children Display) |
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depth | 1 |
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style | h2 |
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sort | title |
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page | Accounting - |
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