Overview

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• 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.

Key terms and concepts

Within the Summary section of this page from the Action menu the user can:

• Print Results Summary
• Print CAN
• Email CAN
• Print Invoice
• Email Statement of Fees
• Print Statement of Account
• Create New General Invoice

Within the Course Enrolment Section:

• All Course Enrolments  can be viewed
• Create New invoice button Image Removed
• The select Course option  Image Removed

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

• The 10 most recent invoices for the Student
• Action button option
• View Invoices
• Edit invoices
• Pay Invoices
• Print Invoices
• Email With Communication Event
• Email Invoice

Within the Student payment List Section

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

Implications

Field Name	Brief Overview	Sample data
Student No	A number that your institution allocates, to uniquely identify a student. A student no. can only belong to one student.	SF100001
Given Name	The student's given name as it appears on the student's birth certificate or other identification	James
Preferred name	The name by which a student prefers to be addressed, instead of their given name	Jim
Family Name	The student's family name or surname as it appears on the student's birth certificate or other identification	McMorran
Previous Last Name	Any other last name or surname that the student has used or has been known to use.
Home Institution		Starfleet Academy
Order by	Student Number First Name Last Name Status Id Last Modified Date	Student Number
Status	The current status of the student's record can be one of: Active Alumni Applied Archived Deceased Deleted Discontinued Inactive On Leave Prospective Suspended	Active

Implications

The Search screen here in the Accounting sections is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments), however once loaded it will display Student Invoices list and Student Payments List.

Workflow

How to Search For a Student

1. Click on the Accounting Tab in the Side Menuside menu
2. Click on the search 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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