Enrolment dashboard > Financial tile > Cancel Multiple Invoice On the Student Financial Detail screen, there is the process of cancelling multiple invoices in bulk. This functionality introduces… Read More »Cancel Multiple Invoices
The Academic Template Entry Screen offers a user-friendly interface to define the number of semesters or terms for an academic program. Upon selecting the desired… Read More »Academic Template Entry – Setup
Application dashboard > Financial tile > Burger Menu > Invoice Recreation Enrolment dashboard > Financial tile > Burger Menu > Invoice Recreation Invoice recreation enables you to break down a specific… Read More »Invoice Recreation
Enrolment dashboard > Financial tile > New Transfer Icon The receipt transfer allows users to easily move receipts between students or between the different enrolments of the same… Read More »New Transfer
Enrolment dashboard > Financial tile > Agent Tab Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to Add and update agent linked to an enrolment.… Read More »Enrolment Dashboard – Add/Update Agent
Filters, or parameters, can be used to narrow down the data displayed on the screen, or in the reports you generate. While this may sound… Read More »Report/Screen Filters
Marketing > Marketing Dashboard > Agent Performance Tile This piechart depicts the information about the agent’s business performance which includes the application and the invoice information. A… Read More »Agent Performance Tile
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment then you can… Read More »Delete Agent
Enrolment Dashboard > Financials Tile > Agent Tab Edit Agent Commission Invoices Sometimes, it happens that agents change the commission rates in between of a student’s enrolment. They might… Read More »Enrolment Dashboard – Edit Agent Commission Invoices
Enrolment dashboard > Financial tile > Edit Multiple invoices For ease of use, we have now introduced a new screen Edit Invoices on Student Financial Detail Screen. Previously,… Read More »Enrolment Financials – Edit Multiple Invoices