Overview

Objective

Upon completion of this KB the User will be able to

• View detailed Financial information from the Students record
• Print / Email Existing Invoices
• Print / Email Existing Receipts
• Sort Accounting Summary tables 
  
  

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 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:

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Workflow

How to sort columns on the Accounting summary page

The information in the Course Enrolment, Current Unit Enrolments, and Student Invoice List sections can be sorted from this screen. By Clicking on the doubled ended arrow next to any of the Table / Section headings. The Heading that has the solid arrow either  or  is what the table is sorted by. The example below explains how to sort on the Student's Invoice Id, but are the same steps for sorting by any table / section heading.

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 ButtonStudent Image Added button
5. This will return a list of students that meet the searched criteria
6. To reduce filter 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.
9. Scroll down to the Student Invoice list
10. Click on the Double ended arrow next to the Invoice Id Table Header 

11. This will now sort the results by invoice number. When the arrow is pointing up  the smallest number will appear at the top of the list and when the arrow is pointing down  the smallest number will appear at the bottom of the list.
    
    

How to print an existing invoice

1. Click on the Accounting Tab 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 Image Addedbutton
5. This will return a list of students that meet the searched criteria
6. To reduce filter 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.
9. Scroll down to the Student Invoice List
10. Click on the Action Image Addedbutton next to the Invoice to be printed, the Action menu will open.
11. Click on the Print Invoice Image Addedoption 
12. The Invoice header and information have now been loaded.
13. Click on the Print Invoice Button button.

14. The invoice is now ready to be printed

How to print an existing receipt

1. Click on the the Accounting Tab  tab in the Side Menuside menu
2. Click on the search option 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 the Search Student ButtonImage Addedbutton
5. This will return a list of students that meet the searched criteria
6. To reduce filter 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.
9. Scroll down to the Student Payments list
10. Click on the Action button next the Action Image Addedbutton next to the Receipt to be printed, the Action menu will open
11. Click on the Print Print Image Added option

12. The Receipt is now ready to print.

    
    

How to email an existing receipt

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.
9. Scroll down to the Student Payments list
10. Click on the Action button next to the Receipt to be printed, the Action menu will open
11. Click on the Email option
12. A dialogue box will appear - Are you sure you want to email the file?
13. Click on the OK Button
14. The Receipt has now been sent.

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