Agent Performance Report Data Columns
The table below shows the columns and their explanation that will get printed in the report. Columns Explanation Agent Name This column will show you… Read More »Agent Performance Report Data Columns
TEAMS help guide
Agent Performance Report Filters
The Agent Performance parameters/filters screen displays two tabs: General and Advanced. The table below shows the filters and their explanation. General Filters Explanation Report Dates This… Read More »Agent Performance Report Filters
Instalment Plan Step 2
Finance > Instalment Plans > + Instalment Plan button Follow the steps below to add Instalments to the Instalment Plan: Explanation of the fields: Fields… Read More »Instalment Plan Step 2
Edit Instalment Plan
Finance > Instalment Plans > Edit Icon Note: Editing an instalment plan will not impact the enrolments that are already linked to it before the editing… Read More »Edit Instalment Plan
Instalment Plan Step 1
Finance > Instalment Plans > + Instalment Plan Entry Overview An instalment plan is a financial arrangement that enables students to pay their fees in smaller,… Read More »Instalment Plan Step 1
Instalment Plans
Finance > Instalment Plans Overview An instalment plan is a financial arrangement that enables students to pay their tuition fees in smaller, more manageable amounts over… Read More »Instalment Plans
Payment Due Tile
Finance > Financial Dashboard > Payment Due Tile Overview The Payment Due signifies the date by which a required payment must be submitted to meet… Read More »Payment Due Tile
Payments Received Listing Tile Screen
Finance > Financial Dashboard > Payment Received Tile > Payment Received Listing Screen Overview The Payment Received Listing Screen gives you information regarding the amounts of money received from… Read More »Payments Received Listing Tile Screen
Overdue Fees Tile
Finance > Financial Dashboard > Overdue Fee Tile Overview This tile shows the overdue amount for a particular program. So we can see the total… Read More »Overdue Fees Tile
Payment Received Tile
Finance > Financial Dashboard > Payment Received Tile Overview This tile offers the ability to track and monitor the fees received for individual programs within… Read More »Payment Received Tile