21 Sep 2023
We have introduced a valuable new feature in our system: the ability to send emails to students in bulk, simplifying the email distribution process for you. With this enhancement, you can now select multiple students from different pagination screens, like Main Dashboard – Continuing, Finishers, and Starters Listings, Financial Dashboard – Overdue Fees Listing, Payment Received and Payment Due listing screens all at once, rather than having to send emails page by page.
We’ve implemented some improvements to the Fee Selection section when editing invoices or creating new invoices for the Application or Enrolment in the system. Now, when you choose a Fee Type, the system will automatically populate the Fee Name by default in the fee name dropdown for that particular fee type.
In a recent update, we introduced the Invoice Notes field to enhance your invoicing experience in both the Application Dashboard’s Invoices section and the Enrolment Dashboard’s Invoices section. With our latest update, you can add and edit invoice notes directly when editing an invoice for a specific application or enrolment. This means you can seamlessly manage and update invoice details on the Edit Application Invoice and Edit Invoice screens, providing you with greater control and customisation in your invoicing processes.
We have added two new fields, Subject Start Date and End Date, on the Bulk Results screen. These new features make it easier for you to update the start and end dates for subjects in bulk.
In our recent updates to the Finishers Report, we’ve made valuable enhancements by introducing the inclusion of two new columns: Student First Name and Student Last Name. These additions are aimed at providing more comprehensive and personalised information within the report. With the integration of these columns, the finisher report now offers a more holistic view, allowing you to easily identify and associate students’ first and last names with their respective accomplishments.
A significant update has been made to the student financial details screen, introducing the inclusion of two additional columns namely QTY (Quantity) and Rate. This modification holds particular relevance when generating invoices that are based on a specific rate.
Notably, upon creating an invoice with a designated quantity, this information will now be prominently visible when selecting the “More” option within the Student Financial Tab. This enhancement spans various types of fee transactions, encompassing Invoices, receipts, transfers, and refunds.
In an exciting addition to our student dashboard, we have implemented a fresh feature – the notes icon. This icon serves as a gateway to a convenient pop-up window, triggered with a simple click. Within this pop-up, you can effortlessly add your notes for the student . Once you’ve composed your notes, a quick step remains – just tap on the ‘Update’ button. This action seamlessly saves all your input and changes, ensuring your notes are securely stored for future reference.
A valuable enhancement has been introduced to our invoicing process. When generating a new invoice, a convenient invoice notes feature has been incorporated into both the Application Dashboard’s Invoices section and the Enrolment Dashboard’s Invoices section. This enhancement allows you to include pertinent notes while generating invoices, enabling comprehensive communication. These notes are then seamlessly incorporated into the student financial summaries upon saving.
Furthermore, the convenience of adding invoice notes extends to the application creation stage. During the process of creating a new application, you now have the ability to add Invoice Notes from the Application Preview screen. This inclusion of invoice notes at the application level ensures that the information seamlessly carries forward.
Notably, these notes are visible on the Application Dashboard under the Financial tile’s Student Tab. This functionality continues to be relevant even after an application is converted, as the notes persistently appear on the Enrolment Dashboard’s Student Financial Details screen.
Below is the table that will explain to you the columns that will get printed in the report.
| Data Columns | Explanations |
|---|---|
| Student Number | Student Number generated by TEAMS |
| Student Name | Student Name |
| Enrolment Type | This column will show you the enrolment type selected on the Edit Enrolment screen. |
| Campus | Campus name in which the student is enrolled. |
| Enrolment No | Enrolment Number generated by TEAMS |
| CRICOS Code | Program CRICOS Code |
| Program | Program Name |
| Enrolment Outcome | This column will show you the enrolment type selected on the Edit Enrolment screen. |
| Unsubscribe | |
| AVETMISS | This column will display Yes or No. |
| Start Date | Enrolment Start Date |
| End Date | Enrolment End Date |
| Timetable | Timetable linked to the Enrolment. |
| Weeks | Total Study of the Program |
| Nationality | Student’s Nationality. |
| Mailing Address | Student’s mailing address |
| Local Address | Student’s local address |
| Phone | Student’s Phone number |
| Mobile | Student’s mobile number |
| Fax | Student’s fax number |
| Work No | Student’s work number |
| Student’s email number | |
| Next of Kin | Student’s next of kin name |
| Next Of Kin Mobile | Student’s next of kin mobile number |
| Total Fees | Total tuition fees of the program |
| Total Paid | Total tuition fees paid by the student to the college |
| Email 2 | Second Email address of the student |
| Email 3 | Third Email address of the student |
| Title | This column will display Mr, Mrs. |
| First Name | First name of the student. |
| Surname | Surname of the student. |
| English Name | English name of the student. |
| Building Address | Building Address of the student. |
| Unit Number | Unit Number |
| Street Number | Street Number |
| Street Name | Street Name |
| City | City Name |
| Postcode | Postcode |
| State | State |
| Visa Type | Visa Type of the student. |
| COE Number | COE Number |
| Passport Number | Passport Number |
| Date of Birth | Visa Type of the Student. |
| Status |
Below is the table that will give you the explanation about the filters.
| Filters | Explanations |
|---|---|
| Enrolment Start Date | Select the start date from the calendar and the system will show you the students falling in the start date range you selected. |
| Enrolment End Date | Select the end date from the calendar and the system will show you the students falling in the start date range you selected. |
| Student Number | This is a magic search field and if you wish to generate the report for a particular student then you can simply search the student with the name or student number in the field. |
| Campus | Select the Campus from the dropdown by selecting the tick box against the campus name. |
| Program | This field will show you the program based on the Campus you have selected. You can search the program by typing the program code or program name in this field. |
| Timatable | This dropdown will show you the timetables based on the Program you have selected. |
| State | Type and Search the State in the field. |
| Include Students without Enrolments | Select this tick box if you wish to include the students without their enrolments in this report. |
| Include | This dropdown will show you student as All, Current and Finished. You can select any option as per your requirements. |
| Group By | Please see TEAMS Basic. |
| Sort By | Please see TEAMS Basic. |
| Asc/Desc | Please see TEAMS Basic. |