common

Printing letters in bulk from the listing screens is a helpful feature that allows you to quickly generate and distribute various letters to students, such… Read More »Print Letter

This screen lets you enter the contact logs for the employer. You will be able to view the employer’s current contact logs in the grid… Read More »Employer Entry – Contact Log

Admin > Employer Entry To create a New Employer, select the +Employer button, which will direct you to the Employer Entry Screen. This screen allows you… Read More »Employer Entry Screen

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 an agent linked to… 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