Enrolment Receipt Video

This video provides a step-by-step guide on how to process an enrolment receipt in TASS.web. It covers scenarios where payments such as general receipts, deposits, or fees in advance need to be received from parents. The tutorial demonstrates navigating to the Parent Accounts module, creating a new receipt, selecting the correct receipt type, searching for enrolment codes, entering payment details, and distributing amounts across relevant General Ledger accounts. It also explains options for enrolment types like deposits, fees in advance, and non-refundable charges, ensuring accurate allocation and compliance with system requirements.

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00:00 – Introduction and purpose of enrolment receipts
00:30 – Accessing Parent Accounts
00:50 – Adding a new receipt and scenario setup
01:20 – Receipt type options explained
01:50 – Searching for enrolment codes (binoculars and last name methods)
02:50 – Selecting enrolled parents and populating details
03:20 – Choosing payment type and entering amount
04:10 – Mandatory comment and print receipt option
05:00 – GL Distribution tab activation and setup
05:30 – Allocating enrolment deposit and selecting correct enrolment type
07:00 – Explanation of enrolment type options (general receipt, fees in advance, deposit)
07:50 – Selecting student and saving deposit allocation
08:20 – Distributing remaining amount to Fees in Advance account
09:00 – Completing distribution and saving receipt
09:40 – Session wrap-up and reference to online help

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