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passFINANCE Billing Webinar

05/02/2018 - Webinar

Available Sessions
Online 13.30-15.30 GMT

Overview

This webinar is designed for users who will be responsible for managing and operating passFINANCE Billing. It will introduce topics that build on the standard billing procedures and provide you with information and guidance on a variety of routines.

What will be covered

Generating a final bill for leavers

  • Marking pupils as leavers
  • Posting Extras
  • Refunding Pupil Deposits
  • Creating Leavers Bills in current academic year
  • Running required reports
  • Balancing Ledgers

Year transfer

  • Creating a new academic year
  • Amending Fees and Charges in new year
  • Checking Form/Fee link is enabled
  • Setting up transfer tables
  • Creating a Projected Year
  • Activating Prospective pupils
  • Making Leavers Past pupils

Posting routines in new academic year.

  • Posting Fees & Recurring charges
  • Producing bills

Ledger Balancing

  • Running required reports
  • Checking Ledger Balances
  • Updating Fee Bills
  • Checking changes to ledger balances
  • Posting Cash in current year
  • Calculating Nominal Ledger liability figure at Year End

Who the event is aimed at

Regular users of passFINANCE who require knowledge on a broader range of billing tasks and procedures.

Booking Information

The fee for this workshop is £75 plus VAT per delegate, please complete the booking form below.

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Please submit a separate form for each delegate

passFINANCE Billing Webinar
Webinar
05/02/2018
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