Overview
The Accounting menu in Paradigm starts with
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the student search screen where you can search a specific student record for you to create and pay an invoice, etc. A student can be searched for by Student Number, Preferred name, Given name, Family name (Surname), Previous Last Name, Home Institution, and Status. Results can also be ordered by Student Number, First Name, Last Name, Status Id, or Last-Modified date.
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NOTE
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However, if you have a student record loaded in the system from the Student menu, you can just immediately check the financial details by going to the Summary menu.
After you’ve found your record, you can go through the details of the student financial record by selecting each of the following accounting sub-menus in Paradigm:
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Invoices
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This Section and the Scholarship section within the Student Tab are the same.
Other Accounting Menus:
Paradigm will give you the option to search payments with the following criteria: Payment ID, Reference Number, Payment Type, Payment Method, Effective From and To Dates, Status, To Party ID, Created From and To Dates, and Created by User Login.
This section will let you search for all the possible default and previously added products you can invoice in Paradigm. You can also ADD NEW PRODUCT on this section.
Revenue Types
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Field Name
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Brief Description
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Subsidy
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Amount paid by the provider - Scholarships, Internal payments, or “discounts”.
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Funding
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Amount paid by the Government - FEE-HELP / HECS-HELP
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Upfront
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Amount paid by the student - Cash, Credit card, Cheque, EFT
Implications
NOTE
It 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.
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.
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Expand the section below for an overview on how to SORT DATA IN TABLES in Paradigm:
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How to Sort Data in Tables
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