Finance Fundamentals​

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The Finance Fundamentals eLearn introduces you to essential finance features within Ready Student. This course covers the core functions needed to manage financial transactions, including generating invoices, processing payments and refunds, and making use of the Smart Fees feature to streamline fee management.

Onboarding Education series:

The Onboarding Education series is a collection of eLearn courses designed to guide you through the fundamentals of Ready Student, taking you from zero product knowledge to confidently completing your standard national reports. This series has been thoughtfully developed to equip you with the essential skills needed to effectively manage your institution's operations within Ready Student.

Certain eLearn courses within the series may be more relevant to specific roles within your organisation. While some users may benefit from completing the entire series, others may only need to focus on particular modules based on their responsibilities. Please note that system configuration, as covered in Configuring Ready Student, must be completed before starting courses related to event setup and management. This applies to new setups; if your organisation is already established in Ready Student, you can proceed with the modules most relevant to your role.

For those interested in completing the full Onboarding Education series, we have bundled these courses together for streamlined access as the full Onboarding Education eLearn Bundle.

Alternatively, individual courses are also available:

  1. Introduction to Ready Student

  2. Configuring Ready Student

  3. Course and events

  4. Application and enrolments

  5. Finance Fundamentals - This eLearn

  6. Managing the Student Life Cycle

  7. Reporting Basics

Required Resources:

To complete this eLearn, you will require:

  • Access to the SMS, including URL, username and password

  • Course pricing

  • Curriculum management setup, including program and units

  • Site configuration completed including but not limited to Locations and  RTO details

  • At least one course created

  • A party record

  • Basic system navigation

Course Objectives:

Throughout the eLearn, you will explore:

  • Develop an understanding of Finance Basics

  • Gain knowledge around the finance options and when each option is best to be used.

 

Learning Objectives:

After completing this unit, you’ll be able to:

  • Create quotes, invoice and payments with the system

  • Create and link a smart fee library to a course

  • Understand how to setup payment options for a course

  •  Understand how to access the Finance hub

Target Audience:

This eLearn is designed for finance administrators, equipping them with the knowledge on how the financial functions work within Ready Student.

Finance Fundamentals​

The Finance Fundamentals eLearn introduces you to essential finance features within Ready Student. T...
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