Changelog

This update introduces enhanced dashboard analytics with comparison tools and improved enrolment management capabilities for better oversight over training operations.

What's new

Dashboard Comparison Controls
Coordinators and Administrators can now compare training data across different time periods to better analyse trends and performance. The enhanced dashboard includes expanded filtering options and improved charts that make it easier to identify patterns in your training organisation's data.

Enrolment Flag Management
Admins can now temporarily dismiss flagged enrolments. This gives Admins better control over managing student enrolments that require attention or have been actioned, helping streamline the monitoring process.

Bug Fixes

• Fixed display issues with "All Time" date ranges in dashboard reports

• Resolved checklist indexing problem that was affecting class management

This update introduces enhanced email management options and improved flexibility for how unit information is displayed to students.

What's new

Email Preference Management
All system emails now include a link that allows recipients to manage their email preferences directly. Students, Trainers, and Administrators can easily customise which notifications they receive without needing to navigate through multiple system menus.

Non-Accredited Unit Code Visibility Control
Admins can now choose to hide unit codes on non-accredited courses while keeping them visible to staff. This hides unit codes on certificates, student portals and certificate verification pages.

Corporate Booking Indicator on Trainer Class View
The Trainer portal now displays corporate booking name badges in class lists, making it easier for Trainers to quickly identify and manage corporate training sessions alongside regular enrolments.

Bug Fixes

• Fixed an issue with administrator new enrolment email notifications not sending correctly

• Resolved various system stability issues to improve overall performance

This update delivers a comprehensive redesign of enrolment and lead management pages, making them more organised and easier to navigate for Admins.

What's new

Lead → Enrolment management
Completed leads now automatically convert into enrolments, carrying their information across to avoid duplication of records and improve continuity. Lead detail pages have also been updated to match the new enrolment page design.

Expanded enrolment timeline
The enrolment timeline now captures additional key events and activities, giving Admins a more complete view of each student's enrolment journey.

Redesigned enrolment details layout
Enrolment pages have been completely reorganised with a cleaner, more intuitive layout. Key information has been re-displayed in more streamlined and condensed views.

Invoice list enhancements
The invoice list page now allows for searching with keywords, along with an export button to export all invoices to CSV. This can be used to identify outstanding invoices by status or by company/debtor.

This update introduces company management and more granular refund controls.

What's new

Company Management Module
Administrators now have access to a dedicated company management section with improved editing capabilities. Company details have been reorganised to provide better oversight and control when managing your corporate clients.

Flexible Refund Management
You can now process refunds for exact amounts rather than being limited to using a slider. This gives you greater flexibility when handling partial refunds for students.

Minor Improvements

• Enhanced system security through updated access controls
• Zero cost invoices are now properly marked as paid when settled
• Improved handling of active leads to prevent payment conflicts

This update introduces enhanced address entry options, improved invoice management, and more flexible lead handling to streamline your training organisation's operations.

What's new

Manual Address Entry
You can now enter addresses manually when the automatic address lookup doesn't find what you need. This gives you complete control over address details for students and organisations.

Invoice Action Notes
Admins can now add internal notes to invoices to track important actions, communications, or special circumstances. These notes help maintain a clear audit trail for financial management.

Customisable Lead Expiry Settings
Admins can now configure how many days leads remain active before expiring. This flexibility allows you to tailor lead management to match your organisation's follow-up timeframes.

Bug Fixes

• Fixed an issue where invoice settlement dates were incorrectly set when processing same-day payments

• Resolved problems with corporate booking forms that prevented successful submission

• Improved date picker functionality to show current time when selecting dates

This update streamlines student enrolment processes and enhances class management with new filtering options.

What's new

Enhanced Student Enrolment Process
Enrolling imported students is now significantly smoother with a simplified workflow.

Class List Filtering Improvements
The class list now includes convenient preset filters for "Upcoming" and "Past" classes, making it easier for Admins to quickly find the classes they need without manual date filtering.

New Admin Email Preferences
New enrolment, and class transfer emails are now configurable in the email preferences section of your account settings.

This update enhances invoicing capabilities and financial reporting across the platform.

What's new

Dashboard CSV Export
You can now export dashboard data to CSV for easier reporting and analysis.

GST-Free Invoice Display Improvements
Corporate Booking invoices now clearly show when a payment was GST-free.

Minor Improvements

• Increased timeout on payment history loading so filters work more reliably

• Enhanced invoice revenue tracking and reporting

• Removed the Beta badge from the interface

Bug Fixes

• Fixed payment transaction records showing incorrect "updated at" timestamps after the first time a user loaded the payouts view