Finance Statements – MultiRow Templates

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Aleisha Allen

• 14 July 2026 02:31

We regularly receive requests from both students and employers, particularly around EOFY, for copies of invoices, payment receipts, or a complete statement of enrolment finances. 

Currently, there are no template fields available that can produce a professional finance statement covering multiple transactions. Instead, we either generate reports and manually format them by updating titles and adding RTO branding and business details, or we generate statements and explain discrepancies between payments received and amounts applied to invoices. This manual process is time-consuming and often creates confusion for clients as many of our students are on payment plans, resulting in multiple invoices and payments against a single enrolment.

It would be beneficial to have:

1. Profile – Enrolment Finances: Allow users to generate a PDF or Multi-Row Template directly from Student Profile > Finance > Enrolment Finances, using the same dataset displayed on screen.
2. Statement Multi-Row – Merge Fields: Enhance the existing 'statementItems' dataset by introducing merge fields that distinguish between actual payments received and offsets/credits applied.

• For example:
• [Invoice Total Offset] – Total amount where [Receipt Payment Method] = Offset.
• [Invoice Total Paid] – Total amount of payments received, excluding Offset payment methods.

These fields would allow RTOs to accurately present enrolment financial activity without requiring manual calculations or explanations.

2

• 

  Sonja Jovanovic

  • 14 July 2026 06:13

  yes

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  Gemma Kolyvas

  • 16 July 2026 23:06

  Yes

   

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