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Contact screens offer you a quick and easy way to manage an Employer’s contact details. You can efficiently add, edit, or delete contact information as needed.
This screen enables you to input and manage the primary contact for an employer. You can add new contacts or edit and delete existing ones using the grid view provided. The grid view will display the current contacts associated with the employer and allow you to modify them as necessary.
To edit or add contact details for an employer, simply select the Edit icon or the Add button on the Employer’s Welcome screen. From there, access the Burger Menu and choose contacts to view and manage the Employer’s contact information.
Optimised email deliverability which will deliver emails directly to the recipient’s inbox
New Invoice Due Changes for Agent Commission Invoices
In Q&A, we look at why sometimes you may not be able to see GST for Agent commission invoice/s.
Email Deliverability Optimisation
We understand the importance of effective email communication for your business, and we are delighted to be able to offer you an even more reliable and efficient email delivery service.
We have optimised email deliverability where emails will be delivered directly to the recipient’s inbox.
Invoice Due Date change for Agent Commission Invoices
Whenever an invoice is created for a student, the due date for that particular invoice will be copied as the Agent commission invoice date.
Our mission is to build software that helps you do things more efficiently. Your input and engagement are vital in helping us improve our service and offerings for your college. We are always open to listening to your feedback.
Any questions, please feel free to reach out to us. We look forward to serving you to the best of our ability.
Please review the changes and if you would like further clarification, please contact our Support team.
A big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.
Next update is due onThursday, 15th June 2023
Note: Please alert other team members within your college if the changes outlined above affect their role or department.
Previously, the system was using the student invoice date as the agent commission invoice date. With this new change, the system will now look at the student invoice due date and use it for the agent commission invoice date instead.
Note – The system will only do this for new transactions in the new application process and where you are raising invoices/instalments for applications and enrolments
This is the Trainer Welcome screen which will show you the list of Trainers in the grid that are Active in your system.
This screen is divided into two sections:
Filters/Parameters
Listing Grid
Filters/Parameters
The filters will show you different fields where you can select the data as per your need then select the Apply button and based on your selection the system will load the list of trainers in the grid. You can also see the Total count and the Active count of the Trainers.
Listing Grid
In this grid, you can see the list of all Trainers. You will see columns such as Trainer Code, Trainer Name, Campus, Allocated to Classes, Allocate to enrolments, Active and Actions. All of the columns are self-explanatory.
You can select the +Trainer button to add a new Trainer to the system.
This screen is designed to enable you to input and manage the primary contact for a school. You can add new contacts or edit and delete existing ones using the grid view provided. The grid view will display the current contacts associated with the school and allow you to modify them as necessary. This is an efficient way for you to manage your contacts within the system and ensure that the information is up-to-date and accurate.
To edit or add contact details for a school, simply select the Edit icon or the Add button on the School’s Welcome screen. From there, access the Burger Menu and choose Contacts to view and manage the school’s contact information.
Contact screens offer you a quick and easy way to manage a School’s contact details. By providing multiple access points to this screen, you can efficiently add, edit, or delete contact information as needed.
When you select the Documents option, you will be taken to the School Entry > Documents screen. If you have already uploaded documents for the school, it will show you in the grid.
You can also add the document by selecting the “+Add” button, a pop-up window will appear on the screen where you can choose the document you want to upload for the school.
The field’s name and explanations are given below:
Fields
Explanations
Upload Date
This will show the date, the day you upload the document
Notes
You can write notes for your own reference by selecting the notes icon.
Document Type
This is a user code in TEAMS and based on the user, you can select the document type.
Document Name
It will show the name of the document which you have selected.
Public Document
Select this box if you want to make the document public on the student portal.
This screen lets you enter the contact logs for the school. You will be able to view the school’s current contact logs in the grid and make edits or deletions as necessary.
You will also be able to add a new contact log for a school from the +Add button.
The field’s name and explanations are given below:
Field
Explanation
Contact Date
You can enter the contact date in this field.
User Name
Select the user name from the dropdown field
Log Type
You can select the log type from the dropdown field.
The School Entry Screen provides the functionality to add a new school to the system. When accessing this screen, you will notice three distinct tabs, each serving a specific purpose.
The first tab allows you to input and update the school’s details, such as its name, type, and other relevant information.
The second tab is dedicated to capturing the school’s contact information, including phone numbers, email addresses, and relevant personnel details.
Lastly, the third tab focuses on entering the school’s address details, such as street name, city, state, and postal code.
Fields
Explanation
School Code
This is a mandatory field and it cannot be left blank
School Name
This is a mandatory field and it cannot be left blank
Allowed to send students for All Campuses?
If you wish to allow all students for all campus links to this school then tick this checkbox
Campus
You can select the specific campus from the dropdown field. This field will be visible if the allowed to send students for all campuses check box is un-tick
Marketing Source
You can select the marketing source from the dropdown
Account Manager
Select the Account Manager from the dropdown
Legal Name
Legal Name of the School
ACN
You can add the Australian Corporation Number in this field.
Active
To make the school active this tick box should be ticked
This is the School Welcome screen which will show you the list of Schools in the grid that are Active in your system.
This screen is divided into two sections:
Filters/Parameters
Listing Grid
Filters/Parameters
The filters will show you different fields where you can select the data as per your need then select the Apply button and based on your selection the system will load the list of schools in the grid. You can also see the Total count and the Active count of the Schools.
Listing Grid
In this grid, you can see the list of all Schools. You will see columns such as School Code, School Name, Campus, Marketing Source, Account Manager, Create Date, Active, and Actions. All of the columns are self-explanatory.
You can select the +School button to add a new School to the system.
Payment Received Tile > Payment Received Listing Screen
Overview
The Payment Received Listing Screen provides you with valuable information regarding the amounts of money received from students as receipts. This screen serves as a record-keeping system, displaying the received payments and their corresponding receipts. By utilising this screen, you can easily track and verify the payments made by students, ensuring accurate and up-to-date financial records.
This screen is divided into two sections. 1) Parameters 2) List of all students
Filters/Parameters:
To open this screen, you would have selected the fee link for a specific program code or at the bottom of the Payment Received Tile, you would have selected the link for the total number count. Based on what you selected the system will open the screen and populate the information in this section. For example, it will show you the date range that was used in the tile as well as the program/s that were displayed or selected in the tile. You can even sort your list in ascending or descending order.
Select here to learn more about the filters/parameters
Listing Grid
The Payment Received list will show you the list of students according to the selected parameters. We are showing columns Stud No, Student Name which will display the student-specific information and Enrol No, Enrolment Type, Campus, Program, Intake/dates, Enrol Status and Agent will show enrolment-specific details. All of these columns are self-explanatory.
Note – There is a Page Limit dropdown after the filter’s sections which will allow you to specify the number of students you want to view on a single page.
Select here to know about the Icons under the Actions column and Burger Menu
How to select students?
Use tick boxes to select students if you wish to send email/SMS, create a contact log, print letters and generate invoices in bulk. After selecting the students, pick the option from the burger menu and you are one step away to perform your heap of work in one go.
Or if you wish to select all students at once, use the tick box present right beside the Stud No column.
