SOA Manager
Last updated: January 2025
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
If you cannot view the link from the list, check the privilege assigned to your account or role.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
Filters
From the dropdown next to the SOA Manager, select the School Year and payment scheme.
This will show you a list of all the due dates for the selected payment scheme.
Generate SOA
Statement of accounts can only be generated after the next payment deadline. SOA for past due dates can no longer be generated
Select the due date you wish to generate
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
Tick I agree and click Generate
A progress bar will show up to show you the status of the SOA Generation
Send SOA
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.
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