ENR - Receipting Tab (SU)
Overview
The Enrolment Setup ‘Receipting’ tab is used to set up the GL distributions used when creating Enrolment receipts.
This tab can be accessed by navigating to TASS.web Student Admin > Enrolments > Setup Information > Enrolments Setup.
Enrolment Receipt Parameters
To edit any of these GL distributions, click on the 'Edit' icon at the top of the screen.
When satisfied with your entry, click on the 'Save' button to commit your changes to the TASS.web database.
If the option 'Create Enrolment Receipt Web Batch receipts' is checked, all Receipt types will require a GL distribution.
Refer to the ‘Detailed Entry (For Enrolment Applications)’ article for more information on 'Enrolment Receipt Types'.
Other Parameters
Fields that require further explanation | |
Advance Fees Code | This is the fee code that is used by TASS.web Student Admin > Enrolments > Enrolments Information > Transfer to Current to create credits on the parent account for 'A – Advance (Fees Prepayment) type receipts. The GL account used for this fee code has to be the same account used to disburse the enrolment receipt for 'A – Advance (Fees Prepayment)' type receipts. Only Active Fee Codes will be available in this field. Use TASS.web Finance > Parents Accounts > Setup Information > Parent Accounts Setup on the Fees tab to change the Active status of a Fee Code. |
Transfer Deposits | Enable the ‘Transfer Deposits’ checkbox to ensure the Enrolment Deposit Receipt from the Student’s Enrolment Record remains linked to the Student Record after the enrolments are transferred to become current students. The most probable setting for this flag is to be checked. This allows enrolment deposits to be refunded after the enrolment transfers over to a current student status. When the 'Transfer Deposits' flag is checked, and the Enrolment Record is transferred using TASS.web Student Admin > Enrolments > Enrolments Information > Transfer to Current, any 'D – Deposit (Refundable)' receipts will remain linked to the Student Record when transferred to a current student. The Enrolment Deposit transaction will then:
If this checkbox is unchecked:
Refer to 'Deposit Refunds by Electronic Payments' for more information. |
Create Enrolment Receipt Web Batch receipts | Check this option to create an 'Enrolment Receipt' web batch when processing enrolment applications with receipt details in TASS.web Student Admin > Enrolments > Enrolments Information > Online Enrolment Applications. The 'Enrolment Receipt' web batch will be available to generate official receipts in TASS.web Finance > Parent Accounts > Receipting > Electronic Receipts Processing after the enrolment application has been accepted. |
