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.