Each section has very simple fields of information or functionality available as follows:
Search Parameter section
Payments Received for: this is a date range that the system will load by default based on when you log into TEAMS Lite. It shows the start and end date of the current month. The system then uses today’s date as an ‘as at’ date to find any enrolment that has a receipt with a receipt date within the current month.
Remember, every time you log into TEAMS Lite, the system is recalculating Payments Received for the Tile and this screen, so counts and even amounts receipted will change from one day to the next based if a receipt has been entered against the invoice.
For Course: this will display in a read only fashion the Course Code that you selected the number count from the Tile. If you accessed this screen from the Tile by selecting the link for the name of the tile, then you will be given the option to select courses to search on.
Total Payments Received: this will display in a read only fashion the total amount of receipts/payments received for the enrolments listed in the grid below.
Show All Payments Received: this is a tick box and where it is only displaying for one course code and you have accessed the screen from the link for a number count for a course code, you can then select this tick box and it would load all the enrolments for all the course codes listed in the tile. If you accessed this screen from the Tile by selecting the word ‘This Month’ of the tile, then this tick box will not be available for you to use.
Grid displaying Enrolment information
This grid will display information relevant to the enrolment. Most of the information is self explanatory, such as Student #, Student Name, DOB, Gender etc. The two columns that need some explanation are:
Receipt No: this does a count for the enrolment of how many receipts are created within the current month for a student enrolment. If you mouse over the number it will display a tool tip and list each receipt # that has been created.
Received Amount: the system will do a calculation of the total amount for the receipts/payments received listed in the Receipt No tool tip.
Functionality available
- Above the screen in the TEAMS Lite menu bar you will see an Ellipses menu as shown below: