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This will open the new account screen.
There are a number of fields to consider here, dealt with by section:
Account Information - enter the name and contact details of the provider
Link the provider to the Accommodation Type - typically Homestay, Residence, Apartment, but each school may have different options here.
Use the Status field to mark whether the provider is Prospective, Active, Suspended or Inactive.
It’s a good idea to make providers you no longer use Inactivein Inactive in order to keep the Accommodation screen and list views display the most relevant information.
Address Information - enter the adddress of the provider.
Note this will feed through to the Student Account on placement.
Billing Address - enter a billing address if different
For example, a residence may have both a physical address and a Head Office billing address
Transport Information - these fields can be used in emails and documents for the student
Finance Settings IMPORTANT
Accommodation Payment - In order for the provider to appear in the Accommodation Batch Payments process, this must be ticked
Accommodation Payment Hold - if there is a reason you wish to suspend payments to the provider, tick this box and they will be excluded from the batch payment process
Accommodation Payment Price List Group - typically enter “Standard” here
Accommodation Payment Price List - leave balnk unless the provider should be fixed on to a specific price list
For further details, please see this article.
Bank Details - enter the details here
Note these are encrypted fields, so will appear masked unless the user has permission to view them
Compliance Checks - enter the details as appropriate.
It is possible to add additional custom fields here if you wish to track other information on the provider. Speak to your System Administrator.
Exclusion Preferences
Enter any host preferences here. This will filter the students available to place with the host in the Accommodation screen.
Click Save when complete. You can always come back to the record to add other details later.
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