Overview
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Objective
Upon completion of this KB the User will be able to
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Objective
This page covers the key functions on the page of Accounting Summary, including:
Student details
Course enrolments of the student in search
Current Unit enrolments of the student in search
Student Invoices list
Student Payment lists
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
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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
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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).
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Page Overview
Within the Summary section of this page from the Action menu the user can:
Print
Results Summary- Print CAN
- Email CAN
- Print
Pro Forma 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
The select Course option
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
( 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)
Key Concepts
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Be advisedOn the Unit enrolment page, students have three ways to discharge each unit fee. The sum of funding amount + upfront amount + scholarship amount = tuition fee |
Invoice Types | Description |
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Tuition item Invoice | Tuition items are Units of Study or Full Courses. |
General Invoice / Non |
-tuition Item Invoice | Some examples of General Invoices or non tuition items: Transcripts, Replacement AHEGS, Replacement Parchments, Text Books, Course materials, Student Id Card, Enrolment Fee, Application Fee, Administration Fee, Re-assessment Fee, Late Payment Fee, Accommodation, Overseas Health Cover, Airport transfer. Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices. |
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Please note: The units fees are the sum of Scholarship+Funding+Upfront. |
Workflow
Workflow
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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 |
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arrow next to any of the Table / Section headings. The Heading that has the solid arrow |
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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.
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The invoice is now ready to be printed
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The Receipt is now ready to print.
How to email an existing receipt
- Click on the Accounting tab in the side menu
- Click on the Search option in the side menu
- Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
- Click on the Search Student button
- This will return a list of students that meet the searched criteria
- To 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.
- Click on the blue hyper link on the left side of the required record.
- The student's record has now been loaded.
- Scroll down to the Student Payments List section
- Click on the Action button next to the Receipt to be printed, the Action menu will open
- Click on the Email option
- A dialogue box will appear - Are you sure you want to email the file?
- Click on the OK button
- The Receipt has now been sent.
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Further reading
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Related Pages
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