User Guide
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Accounts
Home / Accounts Overview
The Home / Accounts section provides a comprehensive view of your institution’s financial activity. From this section, users can track revenue, manage invoices and payments, and review financial adjustments, funding, commissions, and tuition records. Each tab within the Accounts section organizes financial data to ensure easy access and clarity.
Admin can navigate through the following tabs to access specific financial details:
- Summary – Provides an overview of revenue, accounts receivable, payment plans, and a general financial snapshot of the institution.
- Activity – A log of all financial transactions.
- Invoices – A list of issued invoices, with details on statuses and amounts.
- Charges – A breakdown of all charges applied to student accounts.
- Payments – A record of received payments, including methods and dates.
- Adjustments – Any modifications to financial records, such as refunds or corrections.
- Funding – Tracking of financial aid, scholarships, or other funding sources.
- Commissions – A list of commissions for agencies along with the payments made.
- Journal – A detailed ledger of financial entries.
- Tuition – An overview of tuition fees and related transactions, where users can also generate tuition statements for students for tax purposes.
These tabs allow you to track financial activity, generate reports, and ensure accurate financial management for your institution.