Overview

This module allows you to manage Student invoices, receipts for Tuition fees and other fees and also manage agent commission payment, generate invoice etc.

Accounts Set Up

This menu allows you to create various account heads for all your miscellaneous fees and define ledger value for them. To perform this function, follow the instructions below:

1. On your RTOManager, click Accounts > Accounts Setup

Ledger Value

Click on the Ledger value located on the right hand side of the page. This menu allows you to setup ledger values for each of your accounts.

Select Fee type e.g. Tuition fee or miscellaneous fee. For Tuition fee, you have an option to assign one ledger value for all courses/ course type or assign ledger value for each course type/ course.

If miscellaneous fee is selected, the system will bring up a free type text field for you to enter what Misc. fee it is for. It can be OSHC fee, material fees, printing fees, library fees etc.

Select Course type e.g. ELICOS, VET and the specific Course from the drop down menu.
Enter Account number/ledger value on the field provided.
Enter the Default amount and indicate if GST inclusive by ticking the box under the free type field.
Click Add to save.

Note: Once information is saved, ledger value list will show up at the bottom of the page. You may modify ledger value by clicking the edit icon

. To delete value, click the delete icon

.

Ledger Account

This menu allows you to setup payment ledger account details and value as shown below.

You can select Account type e.g. Bank account or receivable amount and enter corresponding account number.
Click Record to save.

Setup Payment Mode

This menu allows you to setup methods of payment your college may want to accept. To add methods, follow the instructions below:

On your RTOManager, click Accounts > Account Set-up > Setup Payment Mode.

Enter the Payment mode name e.g. Direct Deposit, Bank cheque, credit card etc.
Tick the relevant box if payment mode may require reference number. This maybe applicable to check, direct deposits, bank draft etc.
Click Add to save.

Define Level Activity and Setup Staff level

This menu also allows you to define staff level (e.g. from 1 to 13) which will particularly be used by accounts section to calculate staff payments. This occurs when teachers submit their timesheet from their (teacher) portal. Refer to Staff timesheet management for more information.

Define Level Activity and Setup Staff level is only available on the Timesheet module (Optional).

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