Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

Overview

Objective

Upon Completion of the this KB the User will have an understanding of what sections are available within the Account tab

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.

  • The User has an understanding of Fee-Help / HECS-HELP

  • The User has a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)

Key terms and concepts

Options within this Section:

Section Name

Brief Overview

Search

Here is the search option to locate individual student records, student can be search 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,

Summary

Once a record has been loaded this is the basic information of the students record. It is similar to that Student Summary Screen in that it contains a reduced overview of the students record including the last 10 payments, the Course(s) enrolled by the student, last 10 unit enrolments, last 10 Invoices 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.


Implications

It is recommended that users have an understanding of the Student units section and some basic accounting principles before accessing and using the Accounting section.


Workflow

How to load options within the Accounting tab

  1. Click the Accounting tab within the side menu
  2. Select the option to be opened and click on it
  3. The page has now been loaded

Further reading

This section of the KB contains links to any further related information that would be helpful for the purpose  understanding this topic.


  • No labels