Curriculum
Course: Finance - Operations
Login

Curriculum

Finance - Operations

Lesson - Enrolment Dashboard - Financial Transactions

0/2

Lesson - New invoice

0/2

Lesson - Negative Invoice

0/2

Lesson - Recreate Invoice

0/2

Lesson - Edit Invoice

0/2

Lesson - Add or Edit Application instalments (invoices)

0/2

Lesson - Receipt

0/2

Lesson - Refunds

0/2

Lesson - Transfers

0/2

Lesson - Agent Dashboard - Financial Transactions

0/2

Lesson - Bonus Invoice

0/2

Lesson - Pending Payments

0/2

Lesson - Commission payments

0/2

Lesson - Agent Transactions

0/2
Video lesson

Agent transactions

In this lesson, you will learn how to use the Agent Transaction screen in TEAMS to monitor, manage, and report on all financial interactions associated with education agents.

You will understand:

  • How to navigate to the Agent Transaction screen
  • How to use the Agent Transaction Welcome Screen
  • How to download a CSV report of agent invoices and manage invoices.

 IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.