Overview
Objective
The article teaches how to sort columns on the Accounting summary page
Completing this article will provide competency in the following tasks:
- Navigation of the Accounting tab menu
- Sort columns on the Accounting summary page
Assumptions
- The Student has already been accepted into a Course and has been enrolled into units
- The Student has invoices created against their record
- The user has basic 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.
You will be able to sort course enrolment, current unit enrolment, student invoice list and student payment list columns.
Workflow
- Click on the 'Accounting' tab on the side menu
- Click on the 'Search' on the side menu
- In the edit box labelled Family Names' enter the name provided by the student and
- Then click on the 'Search Student' button.
- This will return you a list of students matching your search criteria.
- Load the student's Accounting summary
- If you would like to sort a column by Date of Birth, click on the arrow next to the Date of Birth column heading and sort the column.
Further reading
This section of the KB contains links to any further related information that would be helpful for the purpose understanding this topic.