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Complexity:

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Page Contents

Table of 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.

  • The User has an understanding of the Australian Tertiary Education System / VET Sector.

  • 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)

  • The Student's record has already been created, and is enrolled into a Course of Study and Unit(s)

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titlePart One - Establishing the Invoice Period

  1. Click on the System tab in the side menu.

  2. Click on the Edit Time Period option in the side menu.

  3. Click on the Show All Time Periods button.

  4. Click on the Type heading to sort the time periods to find the one to be updated. 

  5. Alternatively select Configuration Periods from the Time Period Type drop-box menu, and click on the Search Time Periods button.

  6. Double check the Invoicing period covers the period you are targeting. Click on the Edit icon 

    next to the Invoicing configuration_period.

  7. Scroll to the bottom of the page. The invoicing configuration period has now been loaded. 

  8. Edit the From date using the date picker 

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  9. Edit the To date using the date picker 

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  10. Click on the Save Time Period button.

  11. A new Invoicing time period doesn't need to be added to the system for each period, think of is a sliding window to capture the From and To dates that moves periodically. The Start date of the Scheduled unit must fall between the invoicing period dates to be captured in the invoice.

Note

A new Invoicing time period doesn't need to be added to the system for each period, think of is a sliding window to capture the From and To dates that moves periodically. The Start date of the Scheduled unit must fall between the invoicing period dates to be captured in the invoice.

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titlePart Two - Creating the Student list

  1. Click on the Reports tab in the side menu

  2. Click on the Report Builder Option in the side menu

  3. Check with your "nominated contact person" or other Paradigm expert, to get the customised Global reports for your institution.

  4. Select the suitable Global reports from the drop-down menu, and click on Load report button.

  5. Check the Filter Clauses section to suit your requirements. Click on Update Filters button after you made the changes.

  6. At Base Report Parameters, enter the Unit Start Date from and Unit Start Date to to meet your targeted period.

  7. Please Note: If the invoices are for one census date the from and to dates are the same date, if the invoices are for multiple census dates the from and to dates need to capture all of the census dates within the given period.

  8. At Format Report section, Select the Bulk Student Select option 

  9. Click the Produce Report button.

  10. A list of students who meet the criteria will be produced.

  11. Tick the Check boxes

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    next to the required students (Alternatively tick the select all check box at the top right corner).

  12. Scroll down to the bottom of the list. Click on the Add Selected to list button.

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