New Recent Report Icon in TEAMS

We have introduced a new icon called Recent Reports in TEAMS, which will now appear on every screen within Teams. This icon is designed to streamline the process of downloading reports from various screens, eliminating the need to navigate back to the Report Dashboard.

Whether you are on the Main Dashboard, Student Dashboard, Enrolment Dashboard, Applicant Dashboard, or any other screen, you can simply select this icon. When you do, a sidebar will appear on the left side of your screen, displaying the 3 most recently generated reports. If any report is currently being generated, it will indicate this with an under processing and processing icon in the sidebar.

NOTE – This icon will not be visible on the Report Dashboard.

Agent Commission Due Report – New Student Receipt Date Column

Now, when you generate this report, you will find a new column labeled Student Receipt Date positioned alongside the existing Invoice Tuition Receipt column.

This new column is designed to provide you with valuable information regarding the date on which the student’s payment receipt was issued for a specific transaction.

Bulk Results Screen – New Subject’s Start Date and End Date Fields

In our latest enhancement to the Bulk Result screen, you will see two valuable additions: the Subject’s Start Date and End Date Fields.

This enhancement provides you with enhanced flexibility, allowing you to input subject start dates and end dates in bulk directly on the Bulk Result screen.

Certificate Report – New Result Code Column

Introducing the new Result Code column in the Certificate Report will display abbreviated codes for different result types, making it easier to identify and understand results at a glance. For instance, Competent will be represented as C, Not Yet Started as NYS, Credit Transfer as CT, and so forth.

Edit Invoice – New Invoice Notes field

TEAMS introduces a new level of flexibility by enabling you to incorporate Invoice Notes when editing invoices.

This enhanced feature empowers you to seamlessly attach relevant invoice notes directly when editing an invoice for a specific application or enrolment. These added notes are then automatically synchronised with the financial transactions, providing a comprehensive overview of the context behind each invoice.

Email Sent Listing Screen – New Program Code Column

The email listing screen has been updated to provide additional information in a more user-friendly manner.

Now, when you view the screen, you will notice that alongside the enrolment number, the Program Code is also displayed within the grid. This enhancement aims to make it easier for you to quickly identify and associate program codes with specific enrolment numbers.

Fee Selection – Fee Type and Fee Name Changes

When creating a new invoice for either an application or an enrolment, a convenient enhancement has been introduced.

Now, when you make a selection in the fee type dropdown, the system will automatically load and display the corresponding Fee Name associated with the chosen fee type. This simplifies the invoicing process, as you no longer need to manually input the fee name.

Finishers Report – New Student’s First Name and Last Name Columns

In the Finishers Report, there’s a notable addition of new columns that provide valuable information. Specifically, you will now find columns labeled Student First Name and Student Last Name.

With these new additions, you can quickly access and analyse student’s information alongside other relevant data, offering a more comprehensive view of the report’s contents.

Payment Due and Payment Received Listing Screens – New Campus Dropdown Parameter

A notable update has been implemented in the payment due and payment received listing screens, introducing a valuable feature – the Campus Dropdown parameter. With this addition, you now have the flexibility to filter and load payments in the grid based on a specific campus.