Overview
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This is a section of the whole KB, by having this section, user will be able to jump to the any part of KB with a click.
Note that this you can create dot point as sub headings under each sections and they will show up in this table as sub links.
Objective
This is the a short description of the content of the KB, it gives user an idea of what they will be able to achieve with all the information from this KB.
Assumptions
This part of the KB states the basic requirements for user to be able to understand this KB or any access required to carry out the task explained in this KB.
Key terms and concepts
In this section, important key terms and concepts involved in the process of carrying out the tasks explained in this KB will be listed, and each of these concepts and terms will be explained.
It is recommended to use table for convenience when it is appropriate.
Implications
This section of the KB will explain what potential issues or problems users can come across and why they happen.
Workflow
This section explains the exact workflow of how a task/process should be conducted.
It is recommended to divide the task into sub headings.
Further reading
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Objective
This page provides an overview of what the sub menus are under the Accounting tab.
Complexity:
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Page Contents
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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 / VET Sector.
The User has an understanding of Fee-Help / HECS-HELP funding and timings
The User has a basic understanding of Accounting principles (e.g. Payments, Invoices, Offset of payments, Line items)
Key terms and concepts
Options within this Section
Section Name | Brief Overview |
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Search | Here is the search option to locate individual student records, student can be searched 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, Status Id or Last Modified date. |
Summary | Once a record has been loaded this is a brief overview of the students record. It is similar to that Student Summary Screen, it contains a reduced overview of the students record including the Course(s) enrolled by the student, last 10 unit enrolments, last 10 Invoices, the last 10 payments, 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. |
Revenue Types
Field Name | Brief Description |
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Subsidy | Amount paid by the provider - Scholarships, Internal payments, or “discounts”. |
Funding | Amount paid by the Government - FEE-HELP / HECS-HELP |
Upfront | Amount paid by the student - Cash, Credit card, Cheque, EFT |
Implications
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NoteIt is highly 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 - this will then indicate how much has been paid and what is still, if any, owing
Once a unit has been invoiced, an invoice Id is created. This id can also be viewed on the unit enrolment screen.
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
Further reading
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Related Pages
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