Maintain Customers and Receivables

Target Audience

This course is aimed at staff who process charges to students’ accounts, including waivers. Staff will usually work within Student Finance, the Roseworthy Campus Faculty Office of the Faculty of Sciences, and the DSSS Finance office.

Overview

This course covers the processes involved in posting and reversing charges to students’ accounts, applying waivers, transferring amounts between accounts and identifying overdue accounts.

Prerequisite and Co-requisite Courses

Staff are required to have attended Express Reports before attending Maintain Customers and Receivables

Course Duration

3.5 hours.

Competencies

At the completion of the course, attendees will be able to:

1. Process charges for a range of services.
2. Apply a waiver to a student’s account.
3. Reverse a charge to a student.
4. Perform account transfers.
5. Run the credit history process for a student.
6. Print an overdue accounts report.

For further details about courses go to the schedule of courses at the ITS training site.