finance

Finance Menu > Financial Dashboard > Overdue Fee Tile

Overview

This tile is used to show the overdue amount for a particular program. So in one place, we can see the total overdue amount for all programs for a specific date range.

What is an overdue amount?

A sum of money that should already have been paid for any raised invoice but has not been.

How to use

The system will show the sum of overdue amounts of all enrolments for a particular program that falls in the selected date range.

How the system will select enrolments?

The system uses today’s date as an ‘as at’ date to find any enrolment that has an invoice with an invoice due date less than today’s date, but falls into the month and year selected in the calendar options and has an overdue payment.

Each program code listed has a number on the right hand side of it, which is the total sum of overdue fees for all the enrolments for the selected date range. The number is a hyperlink that opens the Overdue Fees Listing screen, where you will be able to send bulk Emails or SMS to the students or enter contact logs against the enrolments.

To save your time, we are showing the total of all overdue amounts for all programs at the end of this tile

IMPORTANT -:

> The system does not consider if the enrolment is flagged as started and/or finished, it will show any enrolment.
> The system will not consider any cancelled enrolments if they have overdue invoices.
> Where there are no overdue fees for the month for any courses, there would be nothing listed.
> This tile will display the inactive programs too if those inactive programs have data to display.

Overdue Tile > Overdue Listing Screen

When accessing the link for a specific program code in the Overdue Fees Tile, the system will display a screen known as the Overdue Fees listing screen. This screen provides information on the overdue amounts for invoices associated with student enrolments.

It is divided into two main sections:

• Filters – The filter section allows you to customise your search for data within the grid by applying specific filters based on their requirements. This enables you to narrow down the displayed information to their desired criteria.

• Grid – In this grid, we are displaying the list of all students with overdue fee amounts. We are showing columns Stud No, Student Name which will display student specific information and Enrol No, Enrolment Type, Campus, Program, Intake/dates, and Enrol Status will show enrolment specific details. All of these columns are self explanatory. The Invoice No will display the overdue Invoice number, the Invoice Due Date will display the date when the Invoice was due and the Overdue Amount will display the overdue amount for the listed Invoice No.

Note – There is a Page Limit dropdown after the filter’s sections which will allow you to specify the number of students you want to view on a single page.

IMPORTANT – An important aspect to note is that the system will display the As at Date and program information in the parameter section of the Overdue Fees listing screen by default. The specific values shown in these parameters will depend on the calendar option selected and the program count for which the user clicked on the overdue tile to access the screen.

The “As at Date” refers to the date for which the overdue fee information is being presented. It may vary based on your selection or the default setting configured in the system. Similarly, the program information displayed in the parameters section will correspond to the program associated with the selected overdue tile.

Payments Due Tile > Payment Due Listing Screen

IMPORTANT – We believe that staying informed about the latest developments in our software is vital for optimising your experience and maximising the benefits of using our system. To view the latest updates and modifications on the Payment Dues Listing Screen, we kindly request you to navigate to the History icon  showing above. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.

When accessing the link for a specific program code in the Payments Due Tile, the system will display a screen known as the Payment Due Listing screen. This screen provides information on the Payments Due amounts for invoices associated with student enrolments.

It is divided into two main sections:

• Filters – The filter section allows you to customise your search for data within the grid by applying specific filters based on their requirements. This enables you to narrow down the displayed information to their desired criteria.

• Grid – The grid will display the list of all students with overdue Invoice Amounts. In the grid, Stud No, Student Name which will display student specific information and Enrol No, Enrolment Type, Campus, Program, Intake/dates, and Enrol Status will show enrolment specific details. All of these columns are self explanatory. The Invoice No will display the overdue Invoice number, the Invoice Due Date will display the date when the Invoice was due and the Invoice Amount will display the overdue amount for the listed Invoice No and the Contact details column will show you the students phone number.

IMPORTANT – By default, the current screen displays essential information based on the selected calendar option and the program for which the payments are due. The parameter section shows the start date, end date, and the program associated with the selected calendar option. To access the Payments Due listing screen and view the specific program’s payment details, you need to select the Payments Due tile. Upon doing so, you will be presented with a comprehensive listing of the payments that are currently due for that particular program. This screen aims to provide you with clear visibility and convenient access to relevant payment information based on your selected preferences.

Note – There is a Page Limit dropdown after the filter’s sections which will allow you to specify the number of students you want to view on a single page.

To know more about the Icons, select here

Finance Menu > Financial Dashboard > Payment Due Tile

IMPORTANT – We believe that staying informed about the latest developments in our software is vital for optimising your experience and maximising the benefits of using our system. To view the latest updates and modifications on the Payment Due Tile and Payment Dues Listing Screen, we kindly request you to navigate to the History icon showing above. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.

Overview

The Payment due signifies the deadline by which a required payment must be submitted to meet a financial commitment. This provides a comprehensive view of the fees associated with each individual program, all within a specified date range. At the base of this overview, the cumulative payment due for all programs is presented.

Notably, the program amounts are interactive hyperlinks. Upon selecting any of these program links, the system will seamlessly navigate to the Payment Due Listing screen. This screen will then display a grid containing a list of enrolments, each accompanied by their respective outstanding payment amounts. This convenient functionality ensures efficient management of payment obligations and associated details.

Understand the amount being displayed for each program

You will see the total due amount for each program

1) The count includes all the enrolments which are linked to that program.
2) It includes only started enrolments.
3) It doesn’t include cancelled enrolments or invoices.
4) It only includes the amount which is upcoming not the past overdue.
5) It looks for invoice’s due dates which lie within the selected date range.

You have to use the calendar option to select the specific date range. Click here to learn about the calendar option