Overview
| Table of Contents |
|---|
...
- 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 Edit Fees Button is only available at these levels)
- 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
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
- The select Course option
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 ( 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)
| Invoice Types | Description |
|---|---|
| Tuition item Invoice | Tuition items are Units of Study or Full Courses. |
| General Invoice / Non_tuition Item Invoice | Some examples of General Invoices or non tuition items: Transcripts, Replacement AHEGS, Replacement Parchments, Text Books, Course materials, Student Id Card, Enrolment Fee, Application Fee, Administration Fee, Re-assessment Fee, Late Payment Fee, Accommodation, Overseas Health Cover, Airport transfer. Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices. |
...
- Click on the Accounting Tab in the Side Menu
- Click on the search option in the side menu
- Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
- Click on the Search Student Button
- This will return a list of students that meet the searched criteria
- 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. - Click on the blue hyper link on the left side of the required record.
- The student's record has now been loaded.
- Scroll down to the Student Payments list
- Click on the Action button next to the Receipt to be printed, the Action menu will open
- Click on the Email with Communication Event option
- Scroll down to the Communication Section
- Scroll down to the Communication Template message and select the required template
- Enter any required information into the body of the email
- Click on the Save Communication and Send With Attachments Button
- An email with the attachment has now been sent and a copy of both is saved into the Communication Event record
Further reading
...