Myob Export
Finance > Myob Export This screen allows you to export Student and Agent financial transactions by selecting the type, campus, and date range, with an option… Read More »Myob Export
TEAMS help guide
Agent Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules
How to Setup Instalment Plan
Finance > Instalment Plans > Instalment Plan entry screen The Instalment Plan Entry screen allows you to create new instalment plans for programs. The Instalment Plan… Read More »How to Setup Instalment Plan
Agent Commission Payment
Marketing Menu > Agent Dashboard > Agent Commission Payment Step 1 On the Agent Commission Payment screen, you can view commission invoices for agents in a… Read More »Agent Commission Payment
Agent Dashboard – Bonus Invoice
Marketing > Agent Dashboard > Profile tile > Bonus Invoice Icon Agent Bonus is the amount that you wish to raise as an invoice and pay to… Read More »Agent Dashboard – Bonus Invoice
Finance Reports
Finance> Finance Reports This section provides a list of all reports available under this menu option in the system. Each report is displayed with a… Read More »Finance Reports
Enrolment Dashboard – Add/Update Agent
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Enrolment Dashboard – New Agent
Enrolment Dashboard > Financials tile > Agent The Enrolment Dashboard features a Financial tile that provides functionality related to linking new agents. By accessing the… Read More »Enrolment Dashboard – New Agent