Objective
This page covers the key functions on the page of Accounting Summary, including:
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Complexity:
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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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).
Page Overview
Within the Summary section of this page from the Action menu the user can:
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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. |
Workflow
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| title | 1. How to sort columns on the Accounting summary page |
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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 arrow next to any of the Table / Section headings. The Heading that has the solid arrow 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. 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 Invoice list Click on the Double ended arrow next to the Invoice Id Table Header This will now sort the results by invoice number. When the arrow is pointing up the smallest number will appear at the top of the list and when the arrow is pointing down the smallest number will appear at the bottom of the list.
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| title | 4. How to email an existing receipt with the Communication Module / Event |
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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 Click on the Action button next to the Receipt to be printed, the Action menu will open Click on the Email with Communication Event option Scroll down to the Communication Section Scroll down to the Communication Template message and select the required template Enter any required information into the body of the email Click on the Save Communication and Send With Attachments button An email with the attachment has now been sent and a copy of both is saved into the Communication Event record
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Related Pages
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| depth | 1 |
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| style | h2 |
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| page | Accounting (archived) |
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| sort | title |
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| excerptType | simple |
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