Fees Overdue Report

Introduction

Fees Overdue Report is present under TEAMS > Setup > Financial Reports I. This report is used to generate a list of student invoices which are due ‘As At’ the date entered by the user.

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

GENERAL TAB

As At – 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.

Student Name – This is a look up option from which a user can select a specific student enrolment for which this report has to be generated.

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

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.

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.

Agent Name – This is a look up option from which a user can select a specific agent for which this report has to be generated and only those student enrolments will appear which are linked to the selected agent.

Report Start and End Date – This is a date range field and the system will look for overdue invoices which fall within the date range entered.

Show all students with/without Overdue – If this tick box is selected then all students will appear which have invoices regardless whether they are overdue or not.

Include Proposal/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.

Show enrolments with no enrolment outcome – This is a tick box and if selected then only those student enrolments will appear for which there is no enrolment outcome linked.

Enrolment Outcome – This is a multi-select and a user can select one or more options in this field. Once selected the system would generate the report only for those student enrolments to which these enrolment outcomes are linked.

Don’t include receipts after as at date – If this tick box is selected then the system will not consider any receipt which has a receipt date after as at date, so the financial transactions will appear accordingly.

Include Enrolments – This is a multi-select 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.

Group By – This is a drop down option and a user can select how they wish to group the generated list of student enrolments i.e. By Campus Name, Course Name, etc.

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

Fee Name – This is a look up option and only those student invoices will appear in the report which has the same fees linked that are selected by user in this option.

Fee Template – This is a multi-select option and only those student invoices will appear in the report which has the same fee template linked that are selected by user in this option.

Payment Type – This is a multi-select option from which a user can select one or more payment types for report generation and only those student enrolments will appear which are linked to the selected payment type in the enrolment centre.

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

Enrol. #

Student #

Student Name

Date of Birth

Phone #

Agent Name

Campus

Cricos Code

Course Code

Course Name

Enrolment Type

Account Manager

Academic Schedule

Preferred Payment Method

Visa Type

Start Date

End Date

Duration Weeks

Started

Local Address Line 1

Local Address Line 2

Local Address Line 3

Local Address Suburb

Local Address State

Local Address PostCode

Local Address Country

Mobile

EmailAddress

Mailing Address Line 1

Mailing Address Line 2

Mailing Address Line 3

Mailing Address Suburb

Mailing Address State

Mailing Address PostCode

Mailing Address Country

Invoice No

Due Date

Total Fees Overdue

Commission

Net Overdue – Commission

Total Owing

Last Session Attended On

Payment Type

Enrolment Outcome

Nationality

Most Recent Receipt Date

Most Recent Receipt Amount