Finance - Setup
- Description
- Curriculum
Overview of course
The Finance Setup course provides detailed guidance on configuring financial settings within TEAMS. This course focuses on setting up fees, configuring bank accounts, creating instalment plans, and managing finance settings to streamline financial operations. Proper setup is crucial to ensure accurate payment processing, compliance, and efficient financial management for your organisation.
Please note: The lessons in the curriculum are laid out in a set sequence. Please follow the quizzes and assignments in the sequence that they appear, to ensure a smooth and easy progression through this course.
Outcomes
Once you have successfully completed the course, you should be able to:
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Navigate and adjust finance settings to align with your organisation’s financial policies.
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Configure bank account details for streamlined payment processing.
- Set up and manage fees for programs, courses, and other financial transactions.
- Create and customise instalment plans to suit student payment schedules.
Who is this course for?
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System administrators configuring financial settings in TEAMS.
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Finance staff responsible for managing fees, payments, and financial processes.
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Anyone involved in managing or overseeing financial operations within TEAMS.
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1
Finance OverviewThis lesson covers the complete flow of financial data from applications to enrolments, including fees, instalments, invoices, agent commissions, numbering rules, exports, and compliance best practices. Designed for both finance managers and operations staff, it provides the essential knowledge to manage student and agent transactions with accuracy and confidence.
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2
Finance Overview Quiz
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3
Overview of Fees Setup
Learn how to correctly link and manage fees across different levels in TEAMS to ensure accuracy in enrolments, invoicing, and commission calculations. This lesson explains best practices for naming, linking, and configuring fees for multiple academic streams.
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4
Overview of Fee setup Quiz
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13
Finance Settings Overview
This lesson provides an overview of finance settings in TEAMS, including how to configure number settings, invoice generation options, and campus-specific financial preferences to ensure accurate and consistent financial management across the organisation.
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14
Finance Settings Overview Quiz
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15
Overview of Template
Learn how to set up and customise financial templates in TEAMS, including invoices, receipts, and payment-related communications. This lesson covers downloading and editing master templates, applying merge field rules, and linking templates to campuses to ensure accurate, professional, and compliant financial records.
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16
Overview of Template Quiz
