We have made some changes to the Agent Financial Details Screen where you will able to identify the Agent Payment as Pre-Deducted or Post-deducted.
Sukhchain Singh
Added Reference in the Refund
Now we are also displaying the reference in the refund transaction details on the student financial screen.
Note – You will be able to see the reference value entered while creating the refund and also you can print the reference value in the refund report as well.
Next of Kin Address Details – Overseas Tab
We have added new address fields in the system which will allow you to add the Overseas Next Of Kin address on the Overseas screen.
Training Location Classic TEAMS
This error occurs when the training location is missing for the enrolments. To add training location in Teams you need to follow the below steps :
- Go To TEAMS > Setup > Organisation > Campus Entry
- Enter the training location details in all the columns.
- Select Add button to add the training location.
- You can also Edit and Delete the training location.
- Select the Save button to save the training location.
Missing Family Name
Compliance Dashboard > AVETMISS – Students Tile > Missing Family Name
The AVETMISS Student Tile will show you the Missing Family Name of the students in the system. To update the missing Family Name, you need to follow the below steps:
- Select This Calendar year from the Calendar icon.
- Select the hyperlink next to the Missing Family Name.
- You will be taken to the Student-Missing Family Name Listing Screen.
- Select the student number link to update the Family Name.
- On the Edit Student Screen, Update the Surname of the student and Save.
Note: When you have updated the DOB of the students then on the Compliance Dashboard, you need to refresh the screen to the count of the Missing DOB students.
Missing DOB
Compliance Dashboard > AVETMISS – Students Tile > Missing DOB
The AVETMISS Student Tile will show you the Missing DOB of the students in the system. To update the missing DOB, you need to follow the below steps:
- Select This Calendar year from the Calendar icon
- Select the hyperlink next to the Missing DOB.
- You will be taken to the Student-Missing DOB Listing Screen.
- Select the student number link to update the DOB.
- On the Edit Student Screen, Update the Date of Birth of the student and Save.
Note: When you have updated the DOB of the students then on the Compliance Dashboard, you need to refresh the screen to the count of the Missing DOB students.
ED – Agent Financial Details – new payment information
When you view agent payments from the Enrolment Dashboard > Agent Financial screen, for all new pre-deducted payments you do (student receipt) it will show you which student invoice it was linked to.
Agent Portal Dashboard – Documents Tile
This tile will show you all the Documents that are related to the Agent and this screen will allow the agent to do the following.
- You can select the date range from the calendar to view documents accordingly.
- You can select three dots to view the documents screen.
- You can search the document by Name.
- You can apply Dates (Upload Date From and Upload Date Till)
- You can add a new document by selecting the plus icon.
- You can upload a new document by selecting upload a new file and submit.
- You can download the document from the download icon.
Schools Merge Fields
Merge Fields | Objects | Explanation |
---|---|---|
{School Code} | ||
{School Name} | ||
{School ACN} | ||
{School Legal Name} |
Employers Merge Fields
Merge Fields | Objects | Explanations |
---|---|---|
{Employer Code} | ||
{Employer Name} | ||
{Employer Legal Name} | ||
{Employer ABN} |