Age Debtors Report

Introduction

Age Debtors Report is present under TEAMS > Setup > Financial Reports I. This report is used to generate a list of student invoices which are due which will be due for the next 30, 60, 90 or 90+ days.

Following are the parameters which are present on the report parameter screen:-

GENERAL TAB

Print Based On – A user can select that what should be the date range criteria i.e. Invoice Due Date, Invoice Created Due and Invoice Date. Based on this option the system will display student invoice amount which will be due for the next 30, 60, 90 or 90+ days.

As At Date – This is a date field and the system will look for all student invoices which are due as at the date entered by the user in this field.

Course Name – This is a drop down option and a user can select a specific course then only those student enrolments will appear which are linked to the selected course.

Campus Name – This is a multi-select option for which a user can select one or more campuses.

Include Payment Plan Invoices – This is a tick box if it is selected the report will display payment plan invoices as well.

Include Enrolments – This is a drop down option and a user can select options such as STARTED, NOT YET STARTED and FINISHED. Depending upon the option selected, student enrolments will appear in the report.

Timetable – This is a look up option from which a user can select a specific timetable/academic schedule for which this report has to be generated. The timetable listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Account Manager – This is a drop down option from which a user can select a specific account manager for which this report has to be generated and only those student enrolments will appear which are linked to the selected account manager.

Show Accounts in Credit – This is a tick box if it is selected then the report will display those entries which are in credit.

Include Proposals/Enrolments – A user can select out of these three options that what kind of results they want to see in the generated report i.e. Show Enrolments Only, Show Proposals Only OR Show both Proposals and Enrolments.

Sort By 1 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Sort By 2 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.

Please Note – You cannot select same sort by option in Sort By 1 and Sort By 2. The selected option must be different.

Generate in CSV Mode – A new tick box ‘Generate in CSV Mode’ has been added on the Parameter screen for this report. While generating these reports, a user can tick this tick box, GENERATE and the report will be generated in .csv format.

Schedule Report Generation – A tick box for ‘Schedule Report Generation’ has been added in the report parameter screen for every report that can be generated server side. A user can tick this tick box and can select ‘Overnight’ or ‘Deliver By’ option. If ‘Overnight’ option is selected then the system would generate the report for the user overnight and if ‘Deliver By’ option is selected then a user has to define a date and time at which the report has to be generated in the future.

Please Note – The time which you are entering would be the QLD time because that’s where our servers are located.

IMPORTANT – Only those reports can be scheduled for future generation which are being generated on our servers (i.e. server side). Those reports cannot be scheduled for future generation which are being generated on your computer (i.e. client side).

Template – A user can select the report template from this drop down. Customised report templates can be added in the Report Template screen (TEAMS > Setup > Organisation > Report Template Screen) and selected from this drop down.

ADVANCED TAB

Enrolment Type – This is a multi-select option from which a user can select one or more enrolment types for report generation. The enrolment type user code listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Once the report is generated, following are the columns which are printed in the report output:-

Stud #Enrol #
Student NameInvoice Entry Date
Academic ScheduleStart Date
Agent NameCampus Name
Course NameInvoice Date
Enrolment StatusEnd Date
NationalityEnrolment Type
End DatePayment Plan
Inv. #Inv. Due Date
Total Due0-30
31-6061-90
90+Over Paid Amount
Enrolment OutcomeLevel of Student
Visa TypeLocal Address
Mobile #Email Address
Phone #Date of Birth