Objective
Upon Completion of this KB the user will be able to Search for a student record within the Account tab
Complexity: LOW
Page Contents
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.
Thereby making the system a complete 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
Click on the Accounting tab in the side menu
Click on the Search option in the side menu
Enter at least one of the following options in to the relevant search box:
Student No,
Preferred Name,
Given Name,
Family Name / Surname,
Previous Last Name
Click on the Search Student button.
This will show a list of students that meet these criteria
To filter the list of students, in the search box above the list of students, start typing the student's first or given name.
When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.
The student's record has now been loaded into the Student's Account Summary page.