# SOA Manager

This feature allows you to generate, view, and manage the student’s Statement of Account.

## Access and Navigation

The **SOA Manager** is found under the **Finance**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcqr9snJmTqLUOINOun3TgG4MSp91KjxZWDPcLkOZC2smY26xDHnTdXpVRz2VuxO9tiiiqMtHLcQ_1fnXyJ1BF6C8U5cQln62-rGBVWLtaPyuEftzawcxJLo4gSiREgq8Bn_sy8DcXgZX7EsOWvS702g4An?key=Ian01NB60Bm94cOiM9EV3g" alt=""><figcaption></figcaption></figure>

If you cannot view the link from the list, check the privilege assigned to your account or role.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Filters

From the dropdown next to the SOA Manager, select the School Year and payment scheme.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcxctLympdUhKWJuTuWJFPgoUuPPQyZwmxGN7MbGSThbJP7QdT8_TwLDWyQJtMoDt5QThQs2eTda7P03bmKKnAQ_q38o15dI6GbGpfk-xIre8ZfAMbzSFHNJ4SJvVMCdWXrvHZPZAZkZp06Gy0mBvqROzUF?key=Ian01NB60Bm94cOiM9EV3g" alt=""><figcaption></figcaption></figure>

This will show you a list of all the due dates for the selected payment scheme.

## Generate SOA

{% hint style="warning" %}
Statement of accounts can only be generated after the next payment deadline. SOA for past due dates can no longer be generated
{% endhint %}

* Select the due date you wish to generate

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXevhXZLBIUbTBDmyVA6j6uWv1kfYLU4OibISgpsbcck6FhEY8lHzxO05KrXEPxm0ayl1zbk38Tq9AOvCghDPKK_y99RT4gEDAe9yFLKuioTpAL9VIz1VfSBqYS_9awUTFpK-OHY4NznIYXMGAtOvJg5CLI?key=Ian01NB60Bm94cOiM9EV3g" alt=""><figcaption></figcaption></figure>

* A confirmation pop-up will show you options for the due dates to be generated
  * **All due dates** - all the due dates will be generated in the SOA
  * **Past due dates and next due date only** - Only past and next due dates will be generated in the SOA

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfwHpfNyNVMhuEakMIhAErt3sp8owWvhZn8Gkl1PJiPjX8gKgAjBI9hyElAfOiFQxKCH8guPdaDYGMxNNEq_vVDEJJL5Tes7ksOxy5BcED4JrVx54k9WF6oTNBwBbmgAtGDcA-z2w?key=Ian01NB60Bm94cOiM9EV3g" alt=""><figcaption></figcaption></figure>

* Tick **I agree** and click **Generate**
* A progress bar will show up to show you the status of the SOA Generation

## Send SOA

<figure><img src="/files/w3Y7IaxnEOvRm0I4gxjs" alt=""><figcaption></figcaption></figure>

You may either bulk send or send SOA individually

* To bulk send, click the **Send All** button on the upper-right side of the page. This will send the SOA to all guardians of the students on the list
* To send individually, click on the **Send** button next to the student's name

## Preview SOA

The individual download button has been replaced with a preview button. This allows the admin to open a preview of the SOA, where they can choose to print the document or save it as a file.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeK7dpzwGOQZLcR_y__07vg_yx_8g1v-acbS4eJyACws56MZvJvQmRjJDOWWZ2FG8hCF9utHfiiHLfnZOJ-BBLNYZQlnq1o_YVvzkvkwU4nfm66N7XbAoc4Xg4DiKBSy8g0kkX-zg?key=qDjM4vTv9j8eVi09vDmj2msl" alt=""><figcaption></figcaption></figure>


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