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This is a section of the whole KB, by having this section, user will be able to jump to the any part of KB with a click.
Note that this you can create dot point as sub headings under each sections and they will show up in this table as sub links.
Objective
Upon Completion of the this KB the User will have an understanding of what sections are available within the Account tab
Assumptions
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Objective
This page provides an overview of what the sub menus are under the Accounting tab.
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.
Please note: The Accounting Section of the system is only accessible by Flex Admin, Full Admin and Accounting Level Access
The user has an understanding of the Australian Tertiary Education System / VET Sector.
The User has an understanding of Fee-Help / HECS-HELP funding and timings
The User has a basic understanding of Accounting principles (e.g.
(Payments, Invoices, Offset of payments, Line items)
Key terms and concepts
Options within this Section
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Section Name | Brief Overview |
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Search |
Here is the |
search option to locate individual student records, student can be searched for by Student Number, Preferred name, Given name, Family name (Surname), Previous Last Name, Home Institution and status Id. Student can also be ordered by Student Number, First Name, Last Name, Status Id or Last Modified date. | |
Summary | Once a record has been loaded this is |
a brief overview of the students record. It is similar to that Student Summary Screen |
, it contains a reduced overview of the students record including |
the Course(s) enrolled by the student, |
last 10 unit enrolments, last 10 Invoices, the last 10 payments, and a summary the Students contact information. | |
Search Payments | This Section allows for the user to search the Payments that have been received. |
Payments | This section is where payments received are entered into the Accounting Section |
Invoices | Invoices are created in this section. There are 2 types of invoices Enrolments invoices and General Invoices. |
Scholarship | This Section and the Scholarship section within the Student Tab are the same. |
Revenue Types
Field Name | Brief Description |
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Subsidy | Amount paid by the provider - Scholarships, Internal payments, or “discounts”. |
Funding | Amount paid by the Government - FEE-HELP / HECS-HELP |
Upfront | Amount paid by the student - Cash, Credit card, Cheque, EFT |
Implications
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This section of the KB will explain what potential issues or problems users can come across and why they happen.
Workflow
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NoteIt is highly recommended that users have an understanding of the Student units section and some basic accounting principles before accessing and using the Accounting section. |
Please note: Course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront - this will then indicate how much has been paid and what is still, if any, owing
Once a unit has been invoiced, an invoice Id is created. This id can also be viewed on the unit enrolment screen.
Workflow
How to load options within the Accounting tab
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Click the Accounting tab within the side menu
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Select the
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option
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1.3 Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
1.4 Click on the Search Student Button
1.5 This will return a list of students that meet the searched criteria
1.6 To reduce the returned options in the search box above the returned results start typing the students First / given name. This will reduce the number of results.
1.7 Click on the blue hyperlink on the left side of the required record.
1.8 The student's record has now been loaded and the Accounting Section is now ready to use.
Further reading
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to be opened and click on it
The page has now been loaded
Further reading
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