Overview
Table of Contents |
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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 the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications. (Please note: The Accounting Section of the system is only accessible by Flex Admin, Full Admin and Accounting Level Access)
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 | Here is the search option to locate individual student records, student can be search for by Student Number, Preferred name, Given name, Family name (Surname), Previous Last Name, Home Institution and status Id Student can also be ordered by Student Number, First Name, Last Name, |
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
Note |
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It is recommended that users have an understanding of the Student units section and some basic accounting principles before accessing and using the Accounting section. |
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.
If you have entered the wrong unit enrolment data,you need to cancel the invoice or set the invoice to a draft status to edit the unit enrolment data
Workflow
How to load options within the Accounting tab
- Click the Accounting tab within the side menu
- Select the option to be opened and click on it
- The page has now been loaded
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