The Accounting > Summary menus menu in Paradigm will give show you all the student financial details from course enrolment(s) to all unit enrolments, a list of all invoices created, and all payments made. The screenshot below will give you an overview on how our Accounting Summary would look like – structured into different sections (see below for more details on what you can view / do on each section).
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The following will give you the details of each section .
Expand the section below each Summary section image to give you more details – what you can view and do on each section, and all the possible options you can see under each ACTIONS menu found in some of the sections:
STUDENT DETAILS
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| title | Accounting Student Details Section in details |
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This section will show some student details, structured similarly to the student summary screen but only showing the relevant details for accounting purposes and with menus under the ACTIONS button which focuses on the student financial record. The following are some of the menus you can see when the ACTIONS button is selected: Print Pro Forma Invoice Email Statement of Fees Print Statement of Account – This will print the student’s statement of account reflecting the full history of a student showing a running balance as each payment, invoice, return or credit note is recorded. Create New General Invoice
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COURSE ENROLMENTS
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| title | Accounting Course Enrolments Section in details |
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This section will give you all the student’s course enrolment(s) detailing the fees, scholarships, funding, amount paid, and owed. This is also where you can create a new invoice. |
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| title | Accounting Current Enrolments Section in details |
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All unit enrolments of the student will appear here with the corresponding unit fee, scholarship, funding, upfront, paid amount, and the amount owing. You also have the option to directly edit each unit enrolment by clicking on the EDIT (pencil icon) button. |
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Enrolments Including Funding Types, payment types, and amounts outstanding Invoice Id (for those unit enrolments which are already invoiced) Edit Unit
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Be advisedBE ADVISED On the Unit enrolment page, students have three ways to discharge each unit fee. Pay by themselves (Upfront Amount) Pay by the institution (Scholarship Amount) Loan from the government - (Funding Amount)
The sum of |
funding amount + upfront amount + scholarship amount = tuition fee Upfront Amount + Funding Amount + Scholarship Amount = TUITION FEE |
Invoice Types | Description |
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Tuition |
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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, see ADD EDIT PRODUCTS. Only Non-Tuition items are to be added to these Invoices and should not be combined with Tuition invoices. |
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| title | Accounting Student Invoice List Section in details |
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All invoiced items are shown here in different types with statuses (In-Process, Cancelled, Sent, Paid). Each invoice record has also an ACTIONS button with an option to view, edit, pay, print, and email the invoice. |
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STUDENT PAYMENTS LIST
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Add New Payments
Edit Payments
Print Payment Receipts
Email (Receipts) with Communication Event
Email (Receipts)
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 | 2. How to print an existing invoice |
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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 Invoice List Click on the Action button next to the Invoice to be printed, the Action menu will open. Click on the Print Invoice option The Invoice header and information have now been loaded. Click on the Print Invoice button.
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| title | 3. How to print an existing receipt |
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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 Print option
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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| Student Payments List in details |
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Payments made by the customer (Student, Agent, etc.) are all listed here. You can edit, print, or email each recorded payment detail/receipt. A button that clicks to ADD NEW PAYMENT is available in this section. back to top |
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Accounting Payments