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changes.mady.by.user Dinara Kutti

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Overview

Table of Contents

Objective

Upon Completion of the this KB the User will have an understanding of what sections are available within the Account tab

Assumptions

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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 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

This Here is the landing page when first going to the Accounting Section. From Here student records can be search for.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 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

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Note

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.


Workflow

How to load options within the Accounting tab

  1. Click the Accounting tab within the side menu
  2. Select the Search option within 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 the search box above the returned results start typing the students First / given name. This will reduce the number of results. 
  7. Click on the blue hyperlink on the left side of the required record.
  8. The student's record has now been loaded and the Accounting Section is now ready to use. to be opened and click on it
  9. The page has now been loaded

Further reading

This section of the KB contains links to any further related information that would be helpful for the purpose  understanding this topic.

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