...
...
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 | ||||
---|---|---|---|---|
|
Page Contents
Table of Contents | ||
---|---|---|
|
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.
...
- Student Number
- First Name
- Last Name
- Status Id
- Last Modified Date
...
The current status of the student's record can be one of:
- Active
- Alumni
- Applied
- Archived
- Deceased
- Deleted
- Discontinued
- Inactive
- On Leave
- Prospective
- Suspended
...
...
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 sections section is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments), however . So once it is loaded, it will display Student displays Invoices list and Student Payments List of the student who currently loaded.
Workflow
How to Search For a Student
Expand | ||
---|---|---|
| ||
|
...
|
...
|
...
How to apply a payment to an Invoice
...
Related Pages
Child pages (Children Display) | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|