Overview

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Upon Completion of this KB the user will be able to search Search for a student record within the Account tab, this page will also display 

• Navigation of the Accounting tab menu
• Search for a student's invoice and payment list

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 a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)

• The User has an understanding of Fee-Help / HECS-HELP

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

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• Add New Payments
• Edit Payments
• Print Payment Receipts
• Email (Receipts) with Communication Event
• Email (Receipts)

Implications

Please note: Course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing

Scholarships - Amount paid by the provider

Funding - Amount paid by the Government

Upfront-  Amount paid by the student

Please note that once a unit has been invoiced you will be able to see an invoice ID on the current unit enrolment screen.

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Workflow

How to Search For a Student

1. Click on the Accounting Tab in the Side Menu
2. Click on the search option in the side menu
3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
4. Click on the Search Student Button
5. This will return a list of students that meet the searched criteria
6. To reduce the returned options in this box  above the returned results start typing the students First / given name. This will reduce the number of results. 
7. Click on the blue hyper link on the left side of the required record.
8. The student's record has now been loaded.

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