rev-apprv

This is the tag we use to approve any post (old and being edited etc) through revisions. Once the majority of all existing/old posts have gone through our edit process and have this tag, we will then bulk remove it from them.

Offer Letter – New Program Summary Table

by

In the Master Offer Letter template, we have introduced the new Program Summary Table. This table is designed to provide you with a comprehensive summary list of the programs associated with the application for which you’re generating the Offer Letter. This feature offers a clear and concise overview of the included programs, making it easier for you to review information.

Furthermore, within this Program Summary Table, you will see a new column titled Program Notes. This column allows you to access and display program-specific notes for each enrolment directly in the table. Note – The program note will only reflect in this column if you have updated it at the program level. This enhancement enhances the Offer Letter generation process by providing you with a convenient way to access and communicate program-specific details.

What’s New – 5th October 2023

by

Welcome to the latest update for TEAMS

Some key changes made in this update are:

  • A new feature that divides every fee line item while processing Applications
  • Sort Commission Due Report by Student Name and Student Number
  • New Program Summary Table and Notes Column introduced for Offer Letter
  • New Bulk option to update Include in National Export for multiple enrolments

For a full list of what has been done in the system, please see the below list:

Application Process – Edit Invoice Screen Fee Line Items Changes

This new functionality will display every fee line item in each instalment. This means you will now have the ability to clearly see and divide fees like material fees, enrolment fees, placement fees, and more across all the instalments.

Read More…

Commission Due Report – New Sort By Option

Now, when generating a Commission Due Report, you have the flexibility to sort it either by Student Number or by Student Name, providing you with greater control and ease when managing commission-related data.

Read More…

Offer Letter – New Program Summary Table

The Program Summary Table provides you with a comprehensive summary list of all the programs linked to the application. It simplifies the process of reviewing and understanding the programs associated with the application.

Within this Program Summary Table, you’ll notice the inclusion of a new column titled Program Notes. This column is designed to provide program-specific details and notes for each enrolment,

Read More…

New Bulk Tick Box to Update Include In National Export

A convenient new feature that allows you to efficiently update the “Include in National Export” status for multiple enrolments in bulk directly from the Include in National Export listing screen.

This will eliminate the need for updating each record individually and enable you to make bulk changes effortlessly.

Read More…

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.

The next update is due on Thursday, 19th October 2023

Note: Please alert other team members within your college if the changes outlined above affect their role or department.

Thank you for taking the time to read this post.

Application Process – Edit Invoice Screen Fee Line Items Changes

by

In a recent update to our Application process, we have introduced a new functionality within the New Application – Edit Invoices screen.

Irrespective of your instalment plan set up or even if you are using the recalculate invoice feature for your Application/s creation in the system. Now every fee line item will be displayed in every instalment allowing you to divide the other fees such as material fee, enrolment fee, placement fee, OSHC etc. as per your requirement.

For example, if you have a total of five invoices, the first invoice will display the cumulative amount for all selected fee line items, while the remaining four invoices will exclusively show the amount for tuition fees, with material fees and enrolment fees reflecting as 0.

Note – It’s important to note that instalments containing fee line items with a reflected amount of 0 will not impact the invoice creation process.

Commission Due Report – New Sort By Option

by

When you generate the Commission Due Report, you have the flexibility to sort the report based on your preference. You can now choose to sort the report either by Student Number or by Student Name, providing you with greater control and ease of use when managing commission related data. This added sorting option enhances the user experience, making it simpler to access and analyse the Commission Due Report according to your specific needs and preferences.

New Bulk Tick Box to Update Include In National Export

by

We have introduced a convenient feature to streamline the process of updating the Include in National Export status for multiple enrolments. Now, when you navigate to the Compliance Dashboard and access the Include in National Export listing screen, you’ll notice the “Include in National Export” tick box next to each student’s number in the grid.

To update this status in bulk, simply select the desired tick boxes corresponding to the students you want to include, then proceed to the Include in National Export tick box located above the grid. After making your selections, select the Update button. The system will promptly display a confirmation message at the top of the screen, asking for your confirmation to save the records. By selecting OK, the system will refresh the screen, and the chosen records will no longer appear in the grid. This signifies that the update has been successfully applied, and the “Include in National Export” status has been modified for the selected enrolments.

Payments Received Listing History

by

The below table will show you the changes that have been made to the Payments Received Listing screen.

Date UpdatedChanges Made
19 Oct 2023Listing Screens – New Page Limit Option
07 Sep 2023Payment Received Listing Screens – New Campus Dropdown Parameter
21 Sep 2023New Option – Select Multiple Student Records Across Pages for Email Sending
07 Sep 2023Payment Due and Payment Received Listing Screens – New Campus Dropdown Parameter
27 Jul 2023Payment Due Listing Screen – Changes