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Table of Contents

Objective

Upon Completion of this KB the user will be able to Search for a student record within the Account tab

Complexity:

Status
colourGreen
titleLow

Page Contents

Table of Contents
maxLevel1

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.

  • 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 funding and timings

  • 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

Workflow

How to Search For a Student

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Implications

The Accounting module offers institutions a way to:

  • Create invoices

  • Take and record payments

  • Pay off invoices

  • Create payment reports

  • Charge for non tuition type items

  • Pay off Units within the Academic section of the system

  • And record all transactions against a students record.

With the above carefully recorded and entered the institution is creating a complete and accurate record of the institutions interaction with the student both financially and academically.

The Search screen here in the Accounting section is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments). So once it is loaded, it displays Invoices list and Payments List of the student who currently loaded.

Workflow

How to Search For a Student

Expand
title1. How to Search for a Student within the Accounting Section

  1. Click on the Accounting tab in the side menu

  2. Click on the Search option in the side menu

  3. Enter at least one of the following options in to the relevant search box:

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  1.  

    • Student No, 

    • Preferred Name, 

    • Given Name, 

    • Family Name / Surname, 

    • Previous Last Name

  2. Click on the Search Student button.

  3. This will show a list of students that meet

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  1. these criteria

  2. To

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  1. filter the list of students, in the search box above the list of students, start typing the student's first or given name. 

  2. When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.

  3. The student's record has now been loaded into the Student's Account Summary page.

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Further reading

How to apply a payment to an Invoice

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Related Pages

Child pages (Children Display)
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sorttitle
pageAccounting (archived)
excerptTypesimple