Overview
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This is a section of the whole KB, by having this section, user will be able to jump to the any part of KB with a click.
Note that this you can create dot point as sub headings under each sections and they will show up in this table as sub links.
Objective
Upon Completion of the this KB the User will have an understanding of what sections are available within the Account tab
Assumptions
The User has access to Paradigm.
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.
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
Options within this Section:
Section Name | Brief Overview |
Search | This is the landing page when first going to the Accounting Section. From Here student records can be search for. |
Summary | Once a record has been loaded this is the basic information of the students record. It is similar to that Student Summary Screen in that it contains a reduced overview of the students record including the last 10 payments,the Course(s) enrolled by the student, last 10 unit enrolments, last 10 Invoices and a summary the Students contact information. |
Search Payments | This Section allows for the user to search the Payments that have been received. |
Payments | This section is where payments received are entered into the Accounting Section |
Invoices | Invoices are created in this section. There are 2 types of invoices Enrolments invoices and General Invoices. |
Scholarship | This Section and the Scholarship section within the Student Tab are the same. |
Implications
This section of the KB will explain what potential issues or problems users can come across and why they happen.
Workflow
1 How to load options within the Accounting tab1.1
- Click the Accounting tab within the side menu
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- Select the Search option within the side menu
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- Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
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- Click on the Search Student Button
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- This will return a list of students that meet the searched criteria
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- To reduce the returned options in the search box above the returned results start typing the students First / given name. This will reduce the number of results.
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- Click on the blue hyperlink on the left side of the required record.
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- The student's record has now been loaded and the Accounting Section is now ready to use.
Further reading
This section of the KB contains links to any further related information that would be helpful for the purpose understanding this topic.
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