SOA Manager
Last updated: March 2025
The SOA Manager allows you to view, generate, download, and send students' Statements of Account (SOA). You can generate SOAs in bulk or for individual students.
Access and Navigation
The SOA Manager can be found under Finance.
Check the privilege assigned to your user account or role if you cannot view a link from the list.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
Generate Statement of Account
Select the term and payment scheme for which you want to generate SOAs
Click the Generate (refresh) button next to the due date
Choose one of the following options:
Officially Enrolled Students – Includes only students who have been tagged as officially enrolled when recording payments
All Students with Active Assessments – Includes both enrolled and enlisted students who have an active assessment
Click Generate to proceed
Ensure that all students have selected a payment scheme. The SOA Manager cannot generate SOAs if at least one student is missing a payment scheme.
Once generated, you will see all SOAs for the selected term and payment scheme.
Download Statement of Account
For an individual student: Locate the student and click the Download button on the right
For all students in the selected term and payment scheme: Click the Download button next to the search bar
Send Statement of Account
For an individual student: Locate the student and click the Send SOA button on the right
For all students in the selected term and payment scheme: Click the Send SOA button next to the search bar
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