The system used to show the column name as Date for the invoice due date on the Student Financial Details screen but now we have changed the label from Date to Due date.
Mani Gill
New tick box – Include Inactive users
The user screen will allow you to filter inactive users and once you select the Include inactive users tick box and search, you will see the Active and Inactive users in the grid under the Active column.
Change in Report Menus
Dashboard > Student Management
Dashboard > Compliance
We have relocated the Results Achieved and Student Results Listings reports to the Student Management menu.
Student Performance report to the Compliance menu.
Change – Template name for Academic Docs
Enrolment Dashboard > Result and Progress Tile > Print icon
Dashboard > System Admin > Report Template
Student Dashboard > Current and Upcoming Enrolments Burger Menu
We have changed the template name from Academic Docs to Certificates in the system.
Now, you will see the report name as Certificates on the Enrolment Dashboard > Student Result Progress tile, Report Template screen and Current and Upcoming Enrolments tile.
Result and Progress Tile
Report Template Screen
Current and Upcoming Enrolments Tile
New option for Receipts Report – report based on Receipts in Advance
Dashboard > Finance menu > Receipt
We have introduced a new option for the Receipts report that will allow you to generate the report based on Receipts in Advance. As you can see below, in the section for Report Based On there is a new option for Receipts in Advance – Invoice Due Date.
IMPORTANT: When you select this option you will be asked to enter a date for Invoices Due from. The system needs this date as it will use it to find any invoice that has an invoice due date equal to or greater than the date you have entered in the parameter screen. Once it finds all the invoices that match that parameter it then looks at each invoice and sees if there are any receipts linked to the invoice and if there are, then they are the invoices that will generate in the report. The system will NOT look at receipt dates for this option in the report.
For Example, as you can see below we have entered the Invoice Due from date of 01/07/2022 in the invoice due from date filed. The system will go and find all the invoices (based on other parameters you have selected) and find any that have an invoice due date equal to or greater than 01/07/2022. Then if any of them have receipts entered against them they are the invoices that will show in the report.
By default, the Include Fee line Item will be selected and if you do not want the report to print the fee line item then you can unselect this tick box. This means you can run the report and just see a detailed listing of the invoices where you see fee line items for the invoice and what money was receipted for the fee OR you can unselect this option and it generates a summary style where you just see the invoice in one row with a total amount for the invoice, no fee line items will show.
In the example below, the option for Include Fee Line Item tick box was selected, it has printed the fee description in the report accordingly.
You can also see the generated version of this report below:
Enquiry – New Application option in Burger menu
Enquiry > Burger Menu > New Application
We have introduced a new option on the enquiry screen i.e New Application. Initially, you have to go to the enquiry listing screen from the marketing dashboard to create an application for the enquiry but now you can simply search for the enquiry from the main search bar. Once the enquiry screen will get open, you can select the new application option from the burger menu at the top right corner of the screen. TADA! and this will open the new application step 1 screen.
Change – By default Pay Commission tick box is ticked
Dashboard > Marketing > Agent > Agent Entry
Dashboard > Finance > Fee > Fee Entry
Sometimes when creating the new Agent or Tuition Fee in the system, the user forgets to select the Pay commission tick-box on the Agent Entry screen and Fee Entry screen and this results in the disproportion of commissions during the reconciliation of many financial transactions.
In TEAMS, we are showing the Pay Commission tick-box on the two major entry screens i.e. Agent Entry Screen and Fee Entry Screen.
Agent Entry screen
Fee Entry Screen
In the past, the pay commission tick box was not ticked by default but now it will be selected by default on the Agent Entry screen and Fee Entry screen for tuition fees.
Once you have saved the agent or the tuition fee screen with the pay commission tick box ticked. You will not be allowed to edit the tick box again after saving. It will be shown as a read-only tick box.
And If you do not want to select the Pay Commission tick box then untick the tick box before saving and the screen will show you a pop message with your RTO URL saying (Are you sure, you don’t want to tick on the Pay Commission as all the Agent have Pay Commission ticked on) or (Are you sure, you don’t want to tick on the Pay Commission as all the Fee which are Tuition Fee must have Pay Commission ticked on.. You can select Ok to continue or Cancel to select the tick box)
NOTE – If you have saved the agent or tuition fee with the tick box ticked mistakenly or you want to untick it and the system is not allowing you to edit it. Kindly contact our support team.
New Functionality – Welcome Screens
We have introduced new functionality on all the welcome screens in TEAMS. Now, you can hit the enter key as well to apply the filters/parameters. Earlier, you could only apply them by clicking on the Apply button.
For instance, if you are searching for an agent on the Agent Welcome screen. All you have to do is to type in your agent code or name and then simply hit the Enter key
This functionality works on Campus Welcome Screen, Program Welcome Screen, Unit of Studies, Subjects, Timetable and all other welcome screens in the system.
Student Dashboard Reports
Different reports are available on different tiles under the Student Dashboard. You can see these reports under the print icon.
Each report listed below is a link to a post where you can understand the report and its parameters and view an example of the report.
Reports on Student profile tile:
- Student Letters and Warnings
Reports on Current and Upcoming enrolments and Historical Enrolments Tiles
- Print Offer Letter
Financial Tile
- Student Statement of Account
UPDATE – Thursday, 2 June 2022
IMPORTANT: A new TEAMS update is scheduled.
Your TEAMS site will be updated on
Thursday, 2nd of June, 2022
This is an important preview email
of what’s coming on your site soon
As you know, we have been continually improving and adding new features to TEAMS. We strongly believe in making software that helps our clients gain better efficiencies and improve their operations.
Note: You may need to alert other team members within your college as the changes may affect their role or department.
Please spend a few minutes going through our What’s New and Newsletter emails. It will not only help you maximise the time and cost savings, it may be absolutely vital for your College’s Compliance with the latest regulations.
To ensure that you are kept well informed with all that is new within TEAMS, we are going to be releasing a detailed What’s New update via email every two weeks.
We strongly recommend that you take your time and read this (and future update email/s)
You may need to discuss new upcoming features with the relevant decision-makers or team members. Each of the changes outlined also has hyperlinks that you can click to take you to our help website for a further detailed explanation.
With all that in mind, please review some of the key points outlining the list of changes below –
Major Process Changes
- Bulk Edit the Enrolment Dates
Easy to edit the intakes in bulk for a student’s multiple enrolments along with their invoice, invoice due dates and unit dates.
- Bulk Generate Academic Docs
Generate the academic docs such as certificates, transcripts etc from the Student Dashboard in bulk.
Reports
- Student Progress Matrix Report
Get your students progress for a program in a CSV report in much organised way.
General /Small Improvements
- Send email to agent/s attaching the documents from TEAMS
Do not hassle attaching the documents from your computer in order to send out emails to agents, you can now attach documents from TEAMS for agents as well.
Please review the changes and related help site links above. If something doesn’t make sense of you would like further clarification after reviewing it, please feel free to contact our Support team.
There are a number of new initiatives and changes in the pipeline for the next update (due 16th June). We are currently working on finalising XERO integration, new report engine and more…
Remember, we are always open for feedback and a big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.
Your input and engagement are key in helping us improve and we really appreciate it.
Any questions, please feel free to reach out to us and we look forward to serving you to the best of our ability.
All the best from all of us here at RTO Software.
If you have any further questions,
please feel free to contact our support staff on
1300 85 05 85 or support@rtosoftware.com.au
Remember – these changes go live on Thursday, 2nd June 2022.
Have a great day!