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Wisenet Training

Wisenet Training. Finance training Date: 19/08/2011. Why are we here?. $$$ Improve collection process. Current process. Accounts – MYOB SSO & AM – Wisenet Marketing – Emails & Excel. Improvements. Real time data access Reduce manual data entry $$$. Goal.

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Wisenet Training

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  1. Wisenet Training Finance training Date: 19/08/2011

  2. Why are we here? • $$$ • Improve collection process

  3. Current process • Accounts – MYOB • SSO & AM – Wisenet • Marketing – Emails & Excel

  4. Improvements • Real time data access • Reduce manual data entry • $$$

  5. Goal • Full integration of account system & student administration system • SMS reminders • PayPal & direct deposit option • xero

  6. Implementation Process • Stage 1 • MYOB & wisenet • Collection reports from MYOB • Communication through wisenet • Stage 2 • MYOB & wisenet • Wisenet for all reports & communication • Stage 3 • Xero & wisenet

  7. Agenda for today • Wisenet training • Wisenet overview & login • How to update payments • How to set up installments • Communication • Report • Warning letters

  8. Any questions?

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