Overview
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Objective
The article teaches how to search for a student invoice list and payment list
Completing this article will provide competency in the following tasks:
- Navigation of the Accounting tab menu
- Search for a student's invoice and payment list
Assumptions
- The user has access to Paradigm
- A base understanding of the terms used in the Australian tertiary education industry
- A base understanding of the Accounting concepts
Key terms and concepts
Please note that the course enrolment data shows the sum of all the unit fees, scholarships, funding, upfront, paid and owing
Scholarships - Amount paid by the provider
Funding - Amount paid by the Government
Upfront- Amount paid by the student
Implications
Please note that once a unit has been invoiced you will be able to see an invoice ID on the current unit enrollment screen.
If you have entered the wrong unit enrolment data,you need to cancel the invoice or set the invoice to a draft status to edit the unit enrolment data
Workflow
- Click on the 'Accounting' tab
2 Click on the 'Search' on the side menu
3 In the edit box labelled Family Names' enter the name provided by the student and then press the 'Search Student' button. This will return you a list of students matching your search criteria.
4 Load the student to find the Invoice and Accounting details
Further reading
How to apply a payment to an Invoice
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Objective
Upon Completion of this KB the user will be able to Search for a student record within the Account 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.
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.
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 section is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments). So once it is loaded, it displays Invoices list and Payments List of the student who currently loaded.
Workflow
How to Search For a Student
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Related Pages
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