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Commission Due Report Data Columns

26 September 202324 May 2023 by Siddharath Dugral

The Below table will show you the columns and their explanation that will get printed in the generated report.

Columns	Explanations
Student No	Student No generated by TEAMS
Student Name	Student (First name)(Middle name)(Last name)
Enrolment No	Enrolment Number generated by TEAMS
Campus	The system will show you the campus linked to the enrolment
Program	Program Name under which the student is enrolled
Intake	It will show you Intake linked to the enrolment.
Start Date	Start date of the enrolment
End Date	End date of the enrolment
Student Type	This is the student type (New Student and Returning Student) selected at the Enrolment level
Upsell / Extension	This column will print either Upsell or Extension.
Enrolment Status	The Enrolment status such as Started, Finished and Not Yet Started.
Enrolment Outcome	Enrolment’s outcome
Internal Package	This will show Yes if the tick box is selected or No if the tick box is not selected
External Package	This will show Yes if the tick box is selected or No if the tick box is not selected
External Package Start Date	It belongs to the external package type. If an external package is yes then the system will print the start date of the external package.
Study Period No	Study period Number
Invoice Study Period Start	Invoice Study period start date
Invoice Study Period End	Invoice Study period end date
Student Invoice No	The invoice number will print under this column.
Invoice Date	Date of the invoice
Invoice Due Date	Due date of the invoice
Invoice Tuition Amount	The invoice tuition amount will print under this column
Invoice Tuition Receipt	The invoice tuition receipt amount will print under this column
Tuition Outstanding	This column will print the tuition Outstanding amount.
Student Receipt Date	The invoice tuition receipt amount will be printed under this column
Agent Code	Agent’s Code will print under this column.
Agent Name	Agent name linked with the enrolment
Agent Invoice No	Agent Invoice No will print under this column.
Actual Agent Invoice No	Actual Agent Invoice No will print under this column.
Agent Net Invoice Amount	Agent Net Invoice Amount
GST Amount	GST Amount will print under this column
Agent Gross Invoice Amount	This column will print the Agent Gross Invoice Amount
Payment Date	The date of the payment will print under this column.
Payment No	The payment Number will print under this column.
Commission Due to be paid	The Commission Due to be paid amount will print under this column.
Payment Amount	Payment Amount will print under this column.
Balance Due to be paid	This is the total balance due to be paid for the enrolment commission.
Balance	This is the total balance owing for the student’s enrolment.
Payable (Y/N)	This will print the payable status such as Y, N

Commission Due Report Filters

25 May 202324 May 2023 by Siddharath Dugral

The General and Advance Filters tab on the Commission Due Report screen provides a list of filters that can be used to refine the data displayed in the report.

Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse and take action based on the report data.

General Filters	Explanations
Report Based On	You will see three radio buttons under this section: *As on Date: The system will display agent commissions in the report if their due date is on or before the specified date, as long as all other selected parameters are met. Transaction Date: The system will display invoices in the report if their date falls within the specified start date and end date, as long as all other selected parameters are met. Due Date*: The system will display invoices in the report if their due date falls within the specified date range (start date and end date), provided that all other selected parameters are met.
Enrolments to include	This is a dropdown field select any one from the dropdown such as Current, Started/To Start, Finished/To Finish
Enrolment Start Date	Select the enrolment start date from the calendar icon.
Enrolment End Date	Select the enrolment end date from the calendar icon.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a magic search field and you can search for multiple Programs by typing the Program Code.
Show Parameter Entries	You can select multiple payment entries type such as all entries, pending payments.
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc/Des	Please see TEAMS Basics

Advanced Filters	Explanation
Include zero balance statements	The system will display commissions with a zero balance.
Include cancelled enrolments	The system will only include cancelled enrolments with start dates within the specified report period and exclude those marked as cancelled outcomes.
Agent	Select multiple agent from the dropdown field

Select the “Print” Icon to generate the report, the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

Commission Due Report

19 December 202324 May 2023 by Siddharath Dugral

Main Dashboard > Finance Menu > Commission Due Report

The Commission Due report is accessible through the Finance menu which provides a concise overview of commission-related information. This report offers comprehensive details about the commission due amount, the amount already paid, and the remaining balance yet to be paid. Additionally, it includes relevant financial information and student details within the report.

Commission Due Report Filters

Commission Due Report Data Columns

Commission-Due-Report Download

Receipt Report Data Columns

23 May 202323 May 2023 by Siddharath Dugral

The Below table will show you the columns and their explanation that will get printed in the generated report.

Columns	Explanations
Student No	Student Number generated by TEAMS
First Name	Student First Name
Last Name	Student Last Name
Visa Type	The student’s visa type will print under this column
Country	Country of the student.
Enrolment No	Enrolment Number generated by TEAMS
Campus	The system will show you the campus linked to the enrolment
Cricos Code	Cricos Code
Program	Program Name under which the student is enrolled
Start Date	Start date of the enrolment
End Date	End date of the enrolment
Duration	The system will show you the total number of the Enrolment’s week i.e. sum of study and academic holiday weeks
Started	If the enrolment is started, the column will show you Yes and if the enrolment is not started, the column will show NO
Status	Status of the enrolment such as started, Not Yet Started or Arrived
CoE No	CoE No
Enrolment Type	Enrolment type selected for the enrolment on the Edit Enrolment Detail screen
Agent Name	Agent name linked with the enrolment
Account Manager	Account Manager name linked with the enrolment
Timetable	Timetable name linked to the enrolment
Bank Date	Bank Date will print under this column
Receipt Date	Receipt Date will print under this column
Receipt No	Receipt No will print under this column
Receipt Cancelled	Receipt Cancelled or not such as Yes or No
Fee Description	Fee Description will print under this column.
Receipt Amount	Receip Amount will print under this column.
Transfer Receipt Amount	Transfer receipted amount
Bad Debt Amount	Bank Debt amount
GST on Receipt	Gst amount on receipt
Over Paid Amount	Over Paid Amount will print under this column.
Surcharge Amount	Surcharge Amount will print under this column.
Bank Charges	Bank Charges
Total Gross Receipt Amount	Total Gross receipt amount
GST on Commission	Gst amount on Commission
Commission Deducted	Commission Deducted
Total Net Receipt Amount	Total receipted amount of the enrolment
Total Tuition Amount	Total Tuition amount of the enrolment
Enrolment Balance	This is the total balance for the student’s enrolment
Notes	Receipt Notes
Invoice No	Invoice number of the receipt
Invoice Date	Date of the invoice for the receipt
Due Date	Due date of the invoice
Invoice Creation Date	Creation date of the Invoice will print under this column
Payment Type	Payment Type
Reference No	Reference No of the receipt
Bank Account Name	Bank Account Name
User	User Name
Created On	Created On Receipt date

Receipt Report Filters

23 May 202323 May 2023 by Siddharath Dugral

The General and Advance Filters tab on the Receipt Report screen provides a list of filters that can be used to refine the data displayed in the report.

General Filters	Explanation
Report Based on	You will see three radio buttons under this section: *Receipt – Receipt Date: When you select this button, the system will print receipts based on receipt dates Receipt – Creation Date: When you select this button, the system will print receipts based on the receipt creation date Receipt In Advance – Invoice Due Date*: When you select this button, the system will print receipts based on the invoice due date
Include Fee Line Item	Select the tick box if you want the report to print the fee line item. For example, if the particular invoice has multiple fees then the system will print those fees in this column
Report Start Date	Select the report start date from the calendar icon.
Report End Date	Select the report end date from the calendar icon.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a magic search field and you can search for multiple Programs by typing the Program Code.
Include Enrolments	You can select multiple types of enrolments such as Current, Started and Finished and you can select these options one at a time
Include Cancelled Invoices	Check this tick box to include cancelled invoices in the report.
Include Cancelled Enrolments	Check this tick box to include cancelled enrolments in the report
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics

Advanced Filters	Explanation
Visa Type	Select visa type from the dropdown field.
Enrolment Type	Select multiple Enrolment type from the dropdown field
Payment Method	Select multiple payment method from the dropdown field

Receipt Report

25 May 202323 May 2023 by Siddharath Dugral

Main Dashboard > Finance Menu > Receipt Report

The Receipt report is located under the Finance menu which provides you a concise summary of important receipt-related information. This report offers a comprehensive view of the receipts, including essential details such as the receipt number and receipt date.

Additionally, it presents crucial information about the transferred receipt amount, if applicable, along with the GST associated with the receipt. Furthermore, the report includes details regarding any bank charges incurred and any commissions deducted from the receipted amount.

Receipt Report Filters

Receipt Report Data Columns

Receipt-Report Download

Fee Overdue Report Data Columns

23 May 202323 May 2023 by Siddharath Dugral

The Below table will show you the columns and their explanation that will get printed in the generated report.

Columns	Explanations
Enrol. #	Enrolment Number generated by TEAMS
Student #	Student Number generated by TEAMS
Student Name	Student (First name)(Middle name)(Last name)
Date of Birth	Date of birth of the student.
Phone #	Phone number of the student.
Agent Name	Agent linked with the enrolment.
Campus	The system will show you the campus name linked to the enrolment
Cricos Code	Cricos Code
Course Code	Program Code under which the student/enrolment is enrolled
Course Name	Program Name under which the student/enrolment is enrolled
Enrolment Type	This is a user code in TEAMS and based on the User Code created and selected for the Type of enrolment, it will appear under this column
Account Manager	Account Manager linked with the enrolment
Academic Schedule	Current Timetable linked with Enrolment
Preferred Payment Method	Payment Method
Visa Type	Student’s visa type.
Start Date	Start date of the enrolment
End Date	End date of the enrolment
Duration Weeks	The system will show you the total number of the Enrolment’s week i.e. sum of study and academic holiday weeks
Started	This column will show you Yes if the enrolment is started and No if the enrolment is not started
Local Address Line 1	Student Local Address Line 1
Local Address Line 2	Student Local Address Line 2
Local Address Line 3	Student Local Address Line 3
Local Address Suburb	Student Local Address Suburb
Local Address State	Student Local Address State
Local Address PostCode	Student Local Address Postcode
Local Address Country	Student Local Address Country
Mobile	Student’s Mobile Number
EmailAddress	Student’s Email Address
Mailing Address Line 1	Mailing Address Line 1 of the Student
Mailing Address Line 2	Mailing Address Line 2 of the Student
Mailing Address Line 3	Mailing Address Line 3 of the Student
Mailing Address Suburb	Mailing Address Suburb of the Student
Mailing Address State	Mailing Address State of the Student
Mailing Address PostCode	Mailing Address Postcode of the Student
Mailing Address Country	Mailing Address Country of the Student
Invoice No	enrolment’s overdue Invoice numbers
Due Date	Due date of the last invoice
Total Fees Overdue	Total overdue fee amount of the enrolment
Commission	Overdue Commission amount
Net Overdue – Commission	Net Overdue Commission Amount
Total Owing	This is the date of the last session attended by the student
Last Session Attended On	The enrolment outcome will print under this column.
Payment Type	Payment Type
Enrolment Outcome	The enrolment outcome selected on the Edit Enrolment Details screen
Nationality	Nationality of the student.
Most Recent Receipt Date	Last Receipted Date
Most Recent Receipt Amount	Last Receipted Amount

Fee Overdue Report Filters

25 May 202323 May 2023 by Siddharath Dugral

The General and Advance Filters tab on the Fee Overdue Report screen provides a list of filters that can be used to refine the data displayed in the report. Below is a table that shows the filters and their explanations: Using these filters, you can customize the report to show only the information that is relevant to your needs, making it easier to analyse and take action based on the report data.

General Filters	Explanation
As at	the system will use this to find all invoices with a due date that is on or before a specified date, provided the enrolment meets other selected parameters.
Report Start Date	Select the report start date from the calendar icon.
Report End Date	Select the report end date from the calendar icon.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a magic search field and you can search for multiple Programs by typing the Program Code.
Enrolments to Include	You can select multiple types of enrolments such as Not Started, Current and Finished or select All under this field.
Include Overdue invoices where receipt date is after as at date	You can include invoices in the report even if they have a receipt entered with a date after the specified “As at” date. By selecting the tick box, the system will consider the invoices overdue as of the entered date, regardless of the receipt date.
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc/Des	Please see TEAMS Basics

Advanced Filters	Explanation
Timetables and Classes	You can select the timetables or classes from the magic search field
Enrolment Type	Select multiple Enrolment type from the dropdown field
Enrolment Outcome	Select multiple Enrolment outcome from the dropdown field
Agent	You can select the Agent from the magic search field

Select the “Print” Icon to generate the report, and the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

Invoices Report Data Columns

23 May 202322 May 2023 by Siddharath Dugral

The Below table will show you the columns and their explanation that will get printed in the generated report.

Columns	Explanations
Invoice Date	Date of the invoice
invoice No	Invoice number will print under this column.
Student No	Student No generated by TEAMS.
Student Name	Student (First name)(Middle name)(Last name)
Campus	The system will show you the campus linked to the enrolment
Enrolment No	Enrolment Number generated by TEAMS
Program	Program Name under which the student is enrolled
Agent	Agent name linked with the enrolment
Country	Country of the student.
Nationality	Nationality of the student.
Account Manager	Displays Account Manager’s name linked to enrolment
Timetable	Timetable name linked to the enrolment.
Start Date	Start date of the enrolment
End Date	End date of the enrolment
Enrolment Type	The type of enrolment will print under this column
Duration in Weeks	The system will show you the total number of the Enrolment’s week i.e. sum of study and academic holiday weeks
Fee Chargeable	Name of the Fee (Ex – Tuition Fee, Material Fee etc)
Ex. Amount	The fee amount exclusive of GST amount
GST Amount	The GST amount will print under this column
Discount	The discount amount made for the fee
Total Amount	Total of the particular Invoiced amount of the enrolment
Agent Comm.	The invoiced commission amount of the agent
Balance owing	This is the total balance owing for the student’s enrolment.
Postal Address	Student’s Postal address.
Email Address	Student’s primary email address
Last session Attended Date	This is the date of the last session attended by student.
Mobile	Student’s mobile number
Employer Name	Employer name linked to the enrolment
Employer Code	Code of the Employer
Invoice Creation Date	The creation date of the Invoice
Invoice Due Date	The Due date of the invoice
Enrolment Outcome	Enrolment’s outcome
Study Period Start Date	Study period start date
Study period End Date	Study period end date
Study Period No	Study period Number
Payment Type	Payment Type
Enrolment Status	The Enrolment status such as Started, Finished and Not Yet Started.

Invoices Report

25 May 202322 May 2023 by Siddharath Dugral

Main Dashboard > Finance Menu > Invoices Report

The Invoice report located in the Finance menu, provides a comprehensive overview of invoice-related information. This report displays essential details such as the invoice number and invoice date. Additionally, it includes comprehensive fee-related information, such as the fee amount, discount applied, GST, and commission details. The Invoice report serves as a valuable tool for tracking and analyzing invoicing data, enabling efficient financial management within the system.

Invoices Report Filters

Invoices Report Data Columns

Invoice-Report Download